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RFEBX vs VTSMX
RFEBX vs VTSMX Comparison
Open Charts RFEBX vs VTSMX
American Funds Fundamental Invs R2E
Price$88.36
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets153.39B
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
RFEBX vs VTSMX Comparison Chart in %
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RFEBX vs. VTSMX commentary
Aug 08, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. RFEBX (153B). VTSMX pays higher dividends than RFEBX: VTSMX (1.09) vs RFEBX (0.53). RFEBX was incepted earlier than VTSMX: RFEBX (11 years) vs VTSMX (33 years). RFEBX (1.07) is less costly to investors than VTSMX (0.14). RFEBX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). RFEBX has a lower initial minimum investment than VTSMX: RFEBX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 21.77 vs. RFEBX (16.03). VTSMX return over 5 years is better than : 83.91 vs. RFEBX (48.53).
| RFEBX | VTSMX | RFEBX / VTSMX | |
| Total Expense Ratio | 1.07 | 0.14 | 764% |
| Annual Report Gross Expense Ratio | 1.07 | 0.14 | 764% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 10.509 | 7.450 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.91T | 8% |
| Annual Yield % from dividends | 0.53 | 1.09 | 49% |
| Returns for 1 year | 16.03 | 21.77 | 74% |
| Returns for 3 years | 42.01 | 50.15 | 84% |
| Returns for 5 years | 48.53 | 83.91 | 58% |
| Returns for 10 years | 69.12 | 196.78 | 35% |
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