Ad is loading...
CFNEX vs VTSMX
CFNEX vs VTSMX Comparison
Open Charts CFNEX vs VTSMX
American Funds Fundamental Invs 529E
Price$84.45
Change+$0.06 (+0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CFNEX vs VTSMX Comparison Chart
Loading...
CFNEX vs. VTSMX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. CFNEX (141B). VTSMX pays higher dividends than CFNEX: VTSMX (1.26) vs CFNEX (0.78). CFNEX was incepted earlier than VTSMX: CFNEX (23 years) vs VTSMX (32 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). VTSMX annual gain was more profitable for investors over the last year : 31.53 vs. CFNEX (29.12). VTSMX return over 5 years is better than : 85.64 vs. CFNEX (49.95).
| CFNEX | VTSMX | CFNEX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 19.024 | 18.617 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.72T | 8% |
| Annual Yield % from dividends | 0.78 | 1.26 | 62% |
| Returns for 1 year | 29.12 | 31.53 | 92% |
| Returns for 3 years | 14.10 | 25.35 | 56% |
| Returns for 5 years | 49.95 | 85.64 | 58% |
| Returns for 10 years | 75.62 | 187.59 | 40% |