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CFNAX vs VTSMX
CFNAX vs VTSMX Comparison
Open Charts CFNAX vs VTSMX
American Funds Fundamental Invs 529A
Price$93.18
Change+$0.31 (+0.33%)
VolumeN/A
Net Assets157.38B
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
CFNAX vs VTSMX Comparison Chart in %
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CFNAX vs. VTSMX commentary
Nov 20, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. CFNAX (157B). VTSMX pays higher dividends than CFNAX: VTSMX (1.02) vs CFNAX (0.86). CFNAX was incepted earlier than VTSMX: CFNAX (24 years) vs VTSMX (34 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 : 10.79 vs. CFNAX (8.51). VTSMX return over 5 years is better than : 77.62 vs. CFNAX (51.72).
| 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 | 34 years | - |
| Gain YTD | 16.390 | 11.948 | 137% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157B | 2.05T | 8% |
| Annual Yield % from dividends | 0.86 | 1.02 | 85% |
| Returns for 1 year | 8.51 | 10.79 | 79% |
| Returns for 3 years | 55.10 | 63.83 | 86% |
| Returns for 5 years | 51.72 | 77.62 | 67% |
| Returns for 10 years | 98.87 | 213.77 | 46% |
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