Ad is loading...
FINFX vs VTSMX
FINFX vs VTSMX Comparison
Open Charts FINFX vs VTSMX
American Funds Fundamental Invs F2
Price$90.17
Change-$0.75 (-0.82%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$145.82
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
FINFX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FINFX vs. VTSMX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. FINFX (149B). VTSMX pays higher dividends than FINFX: VTSMX (1.26) vs FINFX (1.19). FINFX was incepted earlier than VTSMX: FINFX (16 years) vs VTSMX (33 years). 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). FINFX annual gain was more profitable for investors over the last year : 28.67 vs. VTSMX (26.90). VTSMX return over 5 years is better than : 84.16 vs. FINFX (43.67).
| FINFX | VTSMX | FINFX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 27.210 | 26.352 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.84T | 8% |
| Annual Yield % from dividends | 1.19 | 1.26 | 94% |
| Returns for 1 year | 28.67 | 26.90 | 107% |
| Returns for 3 years | 25.37 | 27.88 | 91% |
| Returns for 5 years | 43.67 | 84.16 | 52% |
| Returns for 10 years | 69.17 | 192.04 | 36% |