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ANCFX vs VTSMX
ANCFX vs VTSMX Comparison
Open Charts ANCFX vs VTSMX
American Funds Fundamental Invs A
Price$76.26
Change+$6.28 (+8.97%)
VolumeN/A
Net Assets120.43B
Vanguard Total Stock Mkt Idx I
Price$129.85
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
ANCFX vs VTSMX Comparison Chart
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ANCFX vs. VTSMX commentary
Apr 11, 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 ANCFX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. ANCFX (120B). VTSMX pays higher dividends than ANCFX: VTSMX (1.25) vs ANCFX (1.09). ANCFX was incepted earlier than VTSMX: ANCFX (47 years) vs VTSMX (33 years). ANCFX (0.60) is less costly to investors than VTSMX (0.14). ANCFX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). ANCFX has a lower initial minimum investment than VTSMX: ANCFX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : -5.43 vs. ANCFX (-10.89). VTSMX return over 5 years is better than : 75.41 vs. ANCFX (39.17).
| ANCFX | VTSMX | ANCFX / VTSMX | |
| Total Expense Ratio | 0.60 | 0.14 | 429% |
| Annual Report Gross Expense Ratio | 0.60 | 0.14 | 429% |
| Fund Existence | 47 years | 33 years | - |
| Gain YTD | -13.116 | -15.905 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 1.7T | 7% |
| Annual Yield % from dividends | 1.09 | 1.25 | 87% |
| Returns for 1 year | -10.89 | -5.43 | 201% |
| Returns for 3 years | 1.26 | 8.73 | 14% |
| Returns for 5 years | 39.17 | 75.41 | 52% |
| Returns for 10 years | 36.35 | 131.53 | 28% |