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CFNAX vs VTSMX
CFNAX vs VTSMX Comparison
Open Charts CFNAX vs VTSMX
American Funds Fundamental Invs 529A
Price$80.39
Change+$0.43 (+0.54%)
VolumeN/A
Net Assets136.9B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
CFNAX vs VTSMX Comparison Chart
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CFNAX vs. VTSMX commentary
May 09, 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: 1.72T vs. CFNAX (137B). VTSMX pays higher dividends than CFNAX: VTSMX (1.26) vs CFNAX (1.05). 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 : 7.85 vs. CFNAX (3.18). VTSMX return over 5 years is better than : 87.92 vs. CFNAX (56.57).
| 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 | 0.050 | -4.660 | -1% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.72T | 8% |
| Annual Yield % from dividends | 1.05 | 1.26 | 83% |
| Returns for 1 year | 3.18 | 7.85 | 40% |
| Returns for 3 years | 32.69 | 39.37 | 83% |
| Returns for 5 years | 56.57 | 87.92 | 64% |
| Returns for 10 years | 72.09 | 162.78 | 44% |
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