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CFNAX vs VTSMX
CFNAX vs VTSMX Comparison
Open Charts CFNAX vs VTSMX
American Funds Fundamental Invs 529A
Price$94.56
Change+$0.19 (+0.20%)
VolumeN/A
Net Assets161.37B
Vanguard Total Stock Mkt Idx I
Price$161.19
Change+$0.60 (+0.37%)
VolumeN/A
Net Assets2.02T
CFNAX vs VTSMX Comparison Chart in %
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CFNAX vs. VTSMX commentary
Oct 07, 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 CFNAX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. CFNAX (161B). VTSMX pays higher dividends than CFNAX: VTSMX (1.04) vs CFNAX (0.88). CFNAX was incepted earlier than VTSMX: CFNAX (24 years) vs VTSMX (33 years). CFNAX (0.62) is less costly to investors than VTSMX (0.14). CFNAX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). CFNAX has a lower initial minimum investment than VTSMX: CFNAX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.79 vs. CFNAX (11.68). VTSMX return over 5 years is better than : 89.96 vs. CFNAX (61.37).
| CFNAX | VTSMX | CFNAX / VTSMX | |
| Total Expense Ratio | 0.62 | 0.14 | 443% |
| Annual Report Gross Expense Ratio | 0.62 | 0.14 | 443% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 18.114 | 13.963 | 130% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 2.02T | 8% |
| Annual Yield % from dividends | 0.88 | 1.04 | 85% |
| Returns for 1 year | 11.68 | 16.79 | 70% |
| Returns for 3 years | 72.11 | 81.38 | 89% |
| Returns for 5 years | 61.37 | 89.96 | 68% |
| Returns for 10 years | 111.46 | 229.85 | 48% |
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