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RFEBX vs VSTSX
RFEBX vs VSTSX Comparison
Open Charts RFEBX vs VSTSX
American Funds Fundamental Invs R2E
Price$78.33
Change+$0.48 (+0.62%)
VolumeN/A
Net Assets135.22B
Vanguard Total Stock Mkt Idx Instl Sel
Price$266.55
Change+$2.13 (+0.81%)
VolumeN/A
Net Assets1.81T
RFEBX vs VSTSX Comparison Chart
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RFEBX vs. VSTSX commentary
Apr 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 RFEBX is a Buy and VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. RFEBX (135B). VSTSX pays higher dividends than RFEBX: VSTSX (1.37) vs RFEBX (0.61). RFEBX was incepted earlier than VSTSX: RFEBX (11 years) vs VSTSX (9 years). RFEBX (1.08) is less costly to investors than VSTSX (0.01). RFEBX is a more actively managed with annual turnover of: 28.00 vs. VSTSX (2.00). RFEBX has a lower initial minimum investment than VSTSX: RFEBX (250) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 7.38 vs. RFEBX (0.50). VSTSX return over 5 years is better than : 124.58 vs. RFEBX (71.54).
| RFEBX | VSTSX | RFEBX / VSTSX | |
| Total Expense Ratio | 1.08 | 0.01 | 10,800% |
| Annual Report Gross Expense Ratio | 1.08 | 0.01 | 10,800% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | -2.122 | -4.752 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.81T | 7% |
| Annual Yield % from dividends | 0.61 | 1.37 | 45% |
| Returns for 1 year | 0.50 | 7.38 | 7% |
| Returns for 3 years | 11.41 | 21.10 | 54% |
| Returns for 5 years | 71.54 | 124.58 | 57% |
| Returns for 10 years | 53.29 | N/A | - |
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