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CFNCX vs VTSMX
CFNCX vs VTSMX Comparison
Open Charts CFNCX vs VTSMX
American Funds Fundamental Invs 529C
Price$73.90
Change-$2.39 (-3.13%)
VolumeN/A
Net Assets131.23B
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
CFNCX vs VTSMX Comparison Chart
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CFNCX vs. VTSMX commentary
Apr 11, 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 CFNCX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. CFNCX (131B). VTSMX pays higher dividends than CFNCX: VTSMX (1.25) vs CFNCX (0.28). CFNCX was incepted earlier than VTSMX: CFNCX (23 years) vs VTSMX (33 years). CFNCX (1.40) is less costly to investors than VTSMX (0.14). CFNCX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). CFNCX has a lower initial minimum investment than VTSMX: CFNCX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 4.72 vs. CFNCX (-2.87). VTSMX return over 5 years is better than : 92.15 vs. CFNCX (50.01).
| CFNCX | VTSMX | CFNCX / VTSMX | |
| Total Expense Ratio | 1.40 | 0.14 | 1,000% |
| Annual Report Gross Expense Ratio | 1.40 | 0.14 | 1,000% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -5.523 | -7.881 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.7T | 8% |
| Annual Yield % from dividends | 0.28 | 1.25 | 22% |
| Returns for 1 year | -2.87 | 4.72 | -61% |
| Returns for 3 years | 10.54 | 20.95 | 50% |
| Returns for 5 years | 50.01 | 92.15 | 54% |
| Returns for 10 years | 53.02 | 154.63 | 34% |
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