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RFEBX vs VSTSX
RFEBX vs VSTSX Comparison
Open Charts RFEBX vs VSTSX
American Funds Fundamental Invs R2E
Price$80.39
Change-$9.06 (-10.13%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.22
Change-$9.02 (-3.14%)
VolumeN/A
CapitalizationN/A
RFEBX vs VSTSX Comparison Chart
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RFEBX vs. VSTSX 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 RFEBX is a StrongBuy and VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. RFEBX (147B). 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). RFEBX (27.78) and VSTSX (26.94) have marching annual gain over last year. VSTSX return over 5 years is better than : 84.26 vs. RFEBX (40.80).
| 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 | 26.358 | 26.417 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 1.84T | 8% |
| Annual Yield % from dividends | 0.62 | 1.36 | 45% |
| Returns for 1 year | 27.78 | 26.94 | 103% |
| Returns for 3 years | 23.59 | 27.95 | 84% |
| Returns for 5 years | 40.80 | 84.26 | 48% |
| Returns for 10 years | 64.74 | N/A | - |
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