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AFIFX vs VTSMX
AFIFX vs VTSMX Comparison
Open Charts AFIFX vs VTSMX
American Funds Fundamental Invs F1
Price$86.05
Change-$1.26 (-1.44%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
AFIFX vs VTSMX Comparison Chart
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AFIFX vs. VTSMX commentary
Nov 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AFIFX is a Buy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. AFIFX (142B). VTSMX pays higher dividends than AFIFX: VTSMX (1.26) vs AFIFX (0.96). AFIFX was incepted earlier than VTSMX: AFIFX (24 years) vs VTSMX (33 years). AFIFX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). AFIFX has a lower initial minimum investment than VTSMX: AFIFX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 30.52 vs. AFIFX (25.54). VTSMX return over 5 years is better than : 83.72 vs. AFIFX (40.77).
| AFIFX | VTSMX | AFIFX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 21.159 | 22.392 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.73T | 8% |
| Annual Yield % from dividends | 0.96 | 1.26 | 76% |
| Returns for 1 year | 25.54 | 30.52 | 84% |
| Returns for 3 years | 7.98 | 19.91 | 40% |
| Returns for 5 years | 40.77 | 83.72 | 49% |
| Returns for 10 years | 60.97 | 186.07 | 33% |
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