Interact to see
Advertisement
Advertisement
CFNEX vs VTSMX
CFNEX vs VTSMX Comparison
Open Charts CFNEX vs VTSMX
American Funds Fundamental Invs 529E
Price$88.73
Change+$0.50 (+0.57%)
VolumeN/A
Net Assets152.52B
Vanguard Total Stock Mkt Idx I
Price$151.44
Change+$0.98 (+0.65%)
VolumeN/A
Net Assets1.91T
CFNEX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFNEX vs. VTSMX commentary
Aug 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. CFNEX (153B). 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 : 20.02 vs. CFNEX (15.28). VTSMX return over 5 years is better than : 82.72 vs. CFNEX (53.02).
| 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 | 10.621 | 6.754 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.91T | 8% |
| Annual Yield % from dividends | 0.71 | 1.09 | 65% |
| Returns for 1 year | 15.28 | 20.02 | 76% |
| Returns for 3 years | 44.24 | 49.22 | 90% |
| Returns for 5 years | 53.02 | 82.72 | 64% |
| Returns for 10 years | 88.59 | 198.64 | 45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement