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CFNEX vs VTSMX
CFNEX vs VTSMX Comparison
Open Charts CFNEX vs VTSMX
American Funds Fundamental Invs 529E
Price$74.29
Change-$0.16 (-0.21%)
VolumeN/A
Net Assets128.5B
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
CFNEX vs VTSMX Comparison Chart
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CFNEX vs. VTSMX commentary
Apr 18, 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: 1.7T vs. CFNEX (128B). VTSMX pays higher dividends than CFNEX: VTSMX (1.25) vs CFNEX (0.82). CFNEX was incepted earlier than VTSMX: CFNEX (23 years) vs VTSMX (33 years). CFNEX (0.87) 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 : 4.35 vs. CFNEX (-1.79). VTSMX return over 5 years is better than : 80.93 vs. CFNEX (45.97).
| CFNEX | VTSMX | CFNEX / VTSMX | |
| Total Expense Ratio | 0.87 | 0.14 | 621% |
| Annual Report Gross Expense Ratio | 0.87 | 0.14 | 621% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -7.505 | -10.853 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.7T | 8% |
| Annual Yield % from dividends | 0.82 | 1.25 | 66% |
| Returns for 1 year | -1.79 | 4.35 | -41% |
| Returns for 3 years | 10.02 | 17.53 | 57% |
| Returns for 5 years | 45.97 | 80.93 | 57% |
| Returns for 10 years | 56.80 | 145.67 | 39% |
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