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FINFX vs VTSMX
FINFX vs VTSMX Comparison
Open Charts FINFX vs VTSMX
American Funds Fundamental Invs F2
Price$87.79
Change-$1.58 (-1.77%)
VolumeN/A
Net Assets151.36B
Vanguard Total Stock Mkt Idx I
Price$148.85
Change-$2.50 (-1.65%)
VolumeN/A
Net Assets1.91T
FINFX vs VTSMX Comparison Chart in %
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FINFX vs. VTSMX commentary
Aug 03, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. FINFX (151B). FINFX (1.12) and VTSMX (1.09) 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 : 14.04 vs. FINFX (10.06). VTSMX return over 5 years is better than : 85.48 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 | 9.397 | 5.612 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.91T | 8% |
| Annual Yield % from dividends | 1.12 | 1.09 | 102% |
| Returns for 1 year | 10.06 | 14.04 | 72% |
| Returns for 3 years | 44.88 | 49.87 | 90% |
| Returns for 5 years | 53.58 | 85.48 | 63% |
| Returns for 10 years | 72.18 | 193.14 | 37% |
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