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CFNAX vs VTSMX
CFNAX vs VTSMX Comparison
Open Charts CFNAX vs VTSMX
American Funds Fundamental Invs 529A
Price$89.98
Change-$0.75 (-0.83%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$145.82
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
CFNAX vs VTSMX Comparison Chart
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CFNAX vs. VTSMX commentary
Dec 19, 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 CFNAX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. CFNAX (149B). VTSMX pays higher dividends than CFNAX: VTSMX (1.26) vs CFNAX (0.98). CFNAX was incepted earlier than VTSMX: CFNAX (23 years) vs VTSMX (33 years). 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). CFNAX annual gain was more profitable for investors over the last year : 28.35 vs. VTSMX (26.90). VTSMX return over 5 years is better than : 84.16 vs. CFNAX (48.20).
| CFNAX | VTSMX | CFNAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 26.911 | 26.352 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.84T | 8% |
| Annual Yield % from dividends | 0.98 | 1.26 | 78% |
| Returns for 1 year | 28.35 | 26.90 | 105% |
| Returns for 3 years | 26.63 | 27.88 | 96% |
| Returns for 5 years | 48.20 | 84.16 | 57% |
| Returns for 10 years | 86.36 | 192.04 | 45% |
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