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RFEBX vs VSTSX
RFEBX vs VSTSX Comparison
Open Charts RFEBX vs VSTSX
American Funds Fundamental Invs R2E
Price$75.43
Change+$1.37 (+1.85%)
VolumeN/A
Net Assets128.43B
Vanguard Total Stock Mkt Idx Instl Sel
Price$252.58
Change+$4.17 (+1.68%)
VolumeN/A
Net Assets1.7T
RFEBX vs VSTSX Comparison Chart
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RFEBX vs. VSTSX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. RFEBX (128B). 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 : 3.54 vs. RFEBX (-3.02). VSTSX return over 5 years is better than : 83.81 vs. RFEBX (43.07).
| 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 | -7.457 | -10.519 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.7T | 8% |
| Annual Yield % from dividends | 0.61 | 1.37 | 45% |
| Returns for 1 year | -3.02 | 3.54 | -85% |
| Returns for 3 years | 11.96 | 21.41 | 56% |
| Returns for 5 years | 43.07 | 83.81 | 51% |
| Returns for 10 years | 40.54 | N/A | - |
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