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CFNAX vs VTSMX
CFNAX vs VTSMX Comparison
Open Charts CFNAX vs VTSMX
American Funds Fundamental Invs 529A
Price$88.28
Change+$0.80 (+0.91%)
VolumeN/A
Net Assets153.19B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
CFNAX vs VTSMX Comparison Chart in %
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CFNAX vs. VTSMX commentary
Jul 06, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. CFNAX (153B). VTSMX pays higher dividends than CFNAX: VTSMX (1.12) vs CFNAX (0.93). CFNAX was incepted earlier than VTSMX: CFNAX (23 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 : 13.89 vs. CFNAX (8.63). VTSMX return over 5 years is better than : 95.59 vs. CFNAX (62.57).
| CFNAX | VTSMX | CFNAX / VTSMX | |
| Total Expense Ratio | 0.62 | 0.14 | 443% |
| Annual Report Gross Expense Ratio | 0.62 | 0.14 | 443% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 10.077 | 6.421 | 157% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.82T | 8% |
| Annual Yield % from dividends | 0.93 | 1.12 | 84% |
| Returns for 1 year | 8.63 | 13.89 | 62% |
| Returns for 3 years | 54.95 | 62.08 | 89% |
| Returns for 5 years | 62.57 | 95.59 | 65% |
| Returns for 10 years | 92.66 | 198.05 | 47% |
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