Interact to see
Advertisement
Advertisement
CFNAX vs VTSMX
CFNAX vs VTSMX Comparison
Open Charts CFNAX vs VTSMX
American Funds Fundamental Invs 529A
Price$90.94
Change+$0.50 (+0.55%)
VolumeN/A
Net Assets156.2B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
CFNAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFNAX vs. VTSMX commentary
Sep 08, 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: 1.95T vs. CFNAX (156B). VTSMX pays higher dividends than CFNAX: VTSMX (1.07) vs CFNAX (0.91). 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 : 18.03 vs. CFNAX (13.49). VTSMX return over 5 years is better than : 84.94 vs. CFNAX (56.09).
| 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 | 13.394 | 10.330 | 130% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 1.95T | 8% |
| Annual Yield % from dividends | 0.91 | 1.07 | 85% |
| Returns for 1 year | 13.49 | 18.03 | 75% |
| Returns for 3 years | 56.86 | 63.63 | 89% |
| Returns for 5 years | 56.09 | 84.94 | 66% |
| Returns for 10 years | 108.03 | 224.15 | 48% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement