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FINFX vs VTSMX
FINFX vs VTSMX Comparison
Open Charts FINFX vs VTSMX
American Funds Fundamental Invs F2
Price$94.54
Change+$0.17 (+0.18%)
VolumeN/A
Net Assets161.37B
Vanguard Total Stock Mkt Idx I
Price$160.59
Change+$0.10 (+0.06%)
VolumeN/A
Net Assets1.95T
FINFX vs VTSMX Comparison Chart in %
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FINFX vs. VTSMX commentary
Oct 06, 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 FINFX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. FINFX (161B). FINFX (1.07) and VTSMX (1.04) have matching dividends . FINFX was incepted earlier than VTSMX: FINFX (17 years) vs VTSMX (33 years). FINFX (0.38) is less costly to investors than VTSMX (0.14). FINFX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). FINFX has a lower initial minimum investment than VTSMX: FINFX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.93 vs. FINFX (12.93). VTSMX return over 5 years is better than : 94.50 vs. FINFX (62.58).
| FINFX | VTSMX | FINFX / VTSMX | |
| Total Expense Ratio | 0.38 | 0.14 | 271% |
| Annual Report Gross Expense Ratio | 0.38 | 0.14 | 271% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 18.075 | 13.963 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.95T | 8% |
| Annual Yield % from dividends | 1.07 | 1.04 | 103% |
| Returns for 1 year | 12.93 | 17.93 | 72% |
| Returns for 3 years | 65.92 | 74.14 | 89% |
| Returns for 5 years | 62.58 | 94.50 | 66% |
| Returns for 10 years | 96.86 | 236.17 | 41% |
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