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CFNEX vs VTSMX
CFNEX vs VTSMX Comparison
Open Charts CFNEX vs VTSMX
American Funds Fundamental Invs 529E
Price$87.06
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets150.81B
Vanguard Total Stock Mkt Idx I
Price$147.61
Change+$0.70 (+0.48%)
VolumeN/A
Net Assets1.82T
CFNEX vs VTSMX Comparison Chart in %
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CFNEX vs. VTSMX commentary
Jun 28, 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 CFNEX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. CFNEX (151B). VTSMX pays higher dividends than CFNEX: VTSMX (1.18) vs CFNEX (0.76). CFNEX was incepted earlier than VTSMX: CFNEX (23 years) vs VTSMX (33 years). CFNEX (0.86) is less costly to investors than VTSMX (0.14). CFNEX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). CFNEX has a lower initial minimum investment than VTSMX: CFNEX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 12.21 vs. CFNEX (8.16). VTSMX return over 5 years is better than : 99.40 vs. CFNEX (64.47).
| CFNEX | VTSMX | CFNEX / VTSMX | |
| Total Expense Ratio | 0.86 | 0.14 | 614% |
| Annual Report Gross Expense Ratio | 0.86 | 0.14 | 614% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 8.539 | 4.222 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.82T | 8% |
| Annual Yield % from dividends | 0.76 | 1.18 | 64% |
| Returns for 1 year | 8.16 | 12.21 | 67% |
| Returns for 3 years | 50.93 | 58.73 | 87% |
| Returns for 5 years | 64.47 | 99.40 | 65% |
| Returns for 10 years | 85.74 | 192.45 | 45% |