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FINFX vs VTSMX
FINFX vs VTSMX Comparison
Open Charts FINFX vs VTSMX
American Funds Fundamental Invs F2
Price$75.31
Change+$1.49 (+2.02%)
VolumeN/A
Net Assets127.1B
Vanguard Total Stock Mkt Idx I
Price$127.47
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
FINFX vs VTSMX Comparison Chart
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FINFX vs. VTSMX commentary
Apr 12, 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: 1.7T vs. FINFX (127B). FINFX (1.29) and VTSMX (1.25) 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 : 0.30 vs. FINFX (-3.74). VTSMX return over 5 years is better than : 85.34 vs. FINFX (50.88).
| 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 | -6.380 | -11.144 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 1.7T | 7% |
| Annual Yield % from dividends | 1.29 | 1.25 | 103% |
| Returns for 1 year | -3.74 | 0.30 | -1,233% |
| Returns for 3 years | 11.36 | 17.00 | 67% |
| Returns for 5 years | 50.88 | 85.34 | 60% |
| Returns for 10 years | 48.26 | 145.28 | 33% |