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CFNEX vs VTSMX
CFNEX vs VTSMX Comparison
Open Charts CFNEX vs VTSMX
American Funds Fundamental Invs 529E
Price$90.54
Change+$0.53 (+0.59%)
VolumeN/A
Net Assets154.47B
Vanguard Total Stock Mkt Idx I
Price$155.77
Change+$0.56 (+0.36%)
VolumeN/A
Net Assets1.91T
CFNEX vs VTSMX Comparison Chart in %
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CFNEX vs. VTSMX commentary
Aug 29, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. CFNEX (154B). VTSMX pays higher dividends than CFNEX: VTSMX (1.09) vs CFNEX (0.71). 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 : 15.91 vs. CFNEX (10.43). VTSMX return over 5 years is better than : 80.22 vs. CFNEX (50.62).
| 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 | 12.877 | 10.125 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 1.91T | 8% |
| Annual Yield % from dividends | 0.71 | 1.09 | 65% |
| Returns for 1 year | 10.43 | 15.91 | 66% |
| Returns for 3 years | 50.58 | 58.13 | 87% |
| Returns for 5 years | 50.62 | 80.22 | 63% |
| Returns for 10 years | 102.53 | 223.55 | 46% |
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