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CFNAX vs VTSMX
CFNAX vs VTSMX Comparison
Open Charts CFNAX vs VTSMX
American Funds Fundamental Invs 529A
Price$90.25
Change-$0.12 (-0.13%)
VolumeN/A
Net Assets155.85B
Vanguard Total Stock Mkt Idx I
Price$154.41
Change-$0.16 (-0.10%)
VolumeN/A
Net Assets1.91T
CFNAX vs VTSMX Comparison Chart in %
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CFNAX vs. VTSMX commentary
Aug 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. CFNAX (156B). VTSMX pays higher dividends than CFNAX: VTSMX (1.09) vs CFNAX (0.92). 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 : 18.62 vs. CFNAX (12.65). VTSMX return over 5 years is better than : 86.51 vs. CFNAX (56.34).
| 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 | 12.533 | 9.671 | 130% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 1.91T | 8% |
| Annual Yield % from dividends | 0.92 | 1.09 | 84% |
| Returns for 1 year | 12.65 | 18.62 | 68% |
| Returns for 3 years | 42.73 | 47.59 | 90% |
| Returns for 5 years | 56.34 | 86.51 | 65% |
| Returns for 10 years | 94.95 | 202.68 | 47% |
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