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CFNEX vs VTSMX
CFNEX vs VTSMX Comparison
Open Charts CFNEX vs VTSMX
American Funds Fundamental Invs 529E
Price$80.73
Change-$9.11 (-10.14%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
CFNEX vs VTSMX Comparison Chart
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CFNEX vs. VTSMX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. CFNEX (147B). VTSMX pays higher dividends than CFNEX: VTSMX (1.26) vs CFNEX (0.78). CFNEX was incepted earlier than VTSMX: CFNEX (23 years) vs VTSMX (33 years). 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). CFNEX (28.06) and VTSMX (26.90) have marching annual gain over last year. VTSMX return over 5 years is better than : 84.16 vs. CFNEX (46.49).
| CFNEX | VTSMX | CFNEX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 26.621 | 26.352 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 1.84T | 8% |
| Annual Yield % from dividends | 0.78 | 1.26 | 62% |
| Returns for 1 year | 28.06 | 26.90 | 104% |
| Returns for 3 years | 25.73 | 27.88 | 92% |
| Returns for 5 years | 46.49 | 84.16 | 55% |
| Returns for 10 years | 82.03 | 192.04 | 43% |