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RFEBX vs VSTSX
RFEBX vs VSTSX Comparison
Open Charts RFEBX vs VSTSX
American Funds Fundamental Invs R2E
Price$85.44
Change-$1.25 (-1.44%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.21
Change-$3.68 (-1.31%)
VolumeN/A
CapitalizationN/A
RFEBX vs VSTSX Comparison Chart
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RFEBX vs. VSTSX commentary
Nov 18, 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 RFEBX is a Buy and VSTSX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. RFEBX (142B). VSTSX pays higher dividends than RFEBX: VSTSX (1.36) vs RFEBX (0.62). RFEBX was incepted earlier than VSTSX: RFEBX (10 years) vs VSTSX (8 years). 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 : 30.56 vs. RFEBX (24.98). VSTSX return over 5 years is better than : 83.83 vs. RFEBX (38.94).
| RFEBX | VSTSX | RFEBX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | 20.694 | 22.443 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.73T | 8% |
| Annual Yield % from dividends | 0.62 | 1.36 | 45% |
| Returns for 1 year | 24.98 | 30.56 | 82% |
| Returns for 3 years | 6.96 | 19.98 | 35% |
| Returns for 5 years | 38.94 | 83.83 | 46% |
| Returns for 10 years | 58.06 | N/A | - |