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AFIFX vs VTSMX
AFIFX vs VTSMX Comparison
Open Charts AFIFX vs VTSMX
American Funds Fundamental Invs F1
Price$87.78
Change-$1.58 (-1.77%)
VolumeN/A
Net Assets151.36B
Vanguard Total Stock Mkt Idx I
Price$148.85
Change-$2.50 (-1.65%)
VolumeN/A
Net Assets1.91T
AFIFX vs VTSMX Comparison Chart in %
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AFIFX vs. VTSMX commentary
Aug 03, 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: 1.91T vs. AFIFX (151B). VTSMX pays higher dividends than AFIFX: VTSMX (1.09) vs AFIFX (0.89). 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 : 14.04 vs. AFIFX (9.79). VTSMX return over 5 years is better than : 85.48 vs. AFIFX (52.18).
| 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 | 9.229 | 5.612 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.91T | 8% |
| Annual Yield % from dividends | 0.89 | 1.09 | 81% |
| Returns for 1 year | 9.79 | 14.04 | 70% |
| Returns for 3 years | 43.94 | 49.87 | 88% |
| Returns for 5 years | 52.18 | 85.48 | 61% |
| Returns for 10 years | 70.62 | 193.14 | 37% |
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