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FINFX vs VTSMX
FINFX vs VTSMX Comparison
Open Charts FINFX vs VTSMX
American Funds Fundamental Invs F2
Price$80.55
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
FINFX vs VTSMX Comparison Chart
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FINFX 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 FINFX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. FINFX (137B). FINFX (1.28) and VTSMX (1.26) 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 : 7.85 vs. FINFX (3.44). VTSMX return over 5 years is better than : 87.92 vs. FINFX (53.58).
| 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 | 0.134 | -4.660 | -3% |
| 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 | 1.28 | 1.26 | 102% |
| Returns for 1 year | 3.44 | 7.85 | 44% |
| Returns for 3 years | 31.77 | 39.37 | 81% |
| Returns for 5 years | 53.58 | 87.92 | 61% |
| Returns for 10 years | 56.69 | 162.78 | 35% |
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