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CFNFX vs VTSMX
CFNFX vs VTSMX Comparison
Open Charts CFNFX vs VTSMX
American Funds Fundamental Invs 529F1
Price$80.30
Change+$0.44 (+0.55%)
VolumeN/A
Net Assets137.35B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
CFNFX vs VTSMX Comparison Chart
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CFNFX vs. VTSMX commentary
May 09, 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 CFNFX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. CFNFX (137B). VTSMX (1.26) and CFNFX (1.22) have matching dividends . CFNFX was incepted earlier than VTSMX: CFNFX (23 years) vs VTSMX (33 years). CFNFX (0.70) is less costly to investors than VTSMX (0.14). CFNFX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). CFNFX has a lower initial minimum investment than VTSMX: CFNFX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.85 vs. CFNFX (3.34). VTSMX return over 5 years is better than : 87.92 vs. CFNFX (58.02).
| CFNFX | VTSMX | CFNFX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 0.116 | -4.660 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.72T | 8% |
| Annual Yield % from dividends | 1.22 | 1.26 | 97% |
| Returns for 1 year | 3.34 | 7.85 | 43% |
| Returns for 3 years | 33.35 | 39.37 | 85% |
| Returns for 5 years | 58.02 | 87.92 | 66% |
| Returns for 10 years | 75.56 | 162.78 | 46% |