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AFIFX vs VTSMX
AFIFX vs VTSMX Comparison
Open Charts AFIFX vs VTSMX
American Funds Fundamental Invs F1
Price$75.22
Change-$3.67 (-4.65%)
VolumeN/A
Net Assets136.04B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
AFIFX vs VTSMX Comparison Chart
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AFIFX vs. VTSMX commentary
Apr 05, 2025
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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. AFIFX (136B). VTSMX pays higher dividends than AFIFX: VTSMX (1.25) vs AFIFX (1.03). AFIFX was incepted earlier than VTSMX: AFIFX (24 years) vs VTSMX (33 years). AFIFX (0.65) is less costly to investors than VTSMX (0.14). 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 : 8.05 vs. AFIFX (0.38). VTSMX return over 5 years is better than : 126.23 vs. AFIFX (74.28).
| AFIFX | VTSMX | AFIFX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -2.009 | -3.986 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.81T | 8% |
| Annual Yield % from dividends | 1.03 | 1.25 | 82% |
| Returns for 1 year | 0.38 | 8.05 | 5% |
| Returns for 3 years | 11.71 | 21.01 | 56% |
| Returns for 5 years | 74.28 | 126.23 | 59% |
| Returns for 10 years | 55.31 | 166.80 | 33% |
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