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RFNAX vs VITSX
RFNAX vs VITSX Comparison
Open Charts RFNAX vs VITSX
American Funds Fundamental Invs R1
Price$87.98
Change+$0.13 (+0.15%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Market Idx I
Price$144.39
Change+$0.64 (+0.45%)
VolumeN/A
CapitalizationN/A
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RFNAX vs VITSX Comparison Chart
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RFNAX vs. VITSX commentary
Nov 10, 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 RFNAX is a StrongBuy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.73T vs. RFNAX (146B). VITSX pays higher dividends than RFNAX: VITSX (1.36) vs RFNAX (0.37). RFNAX was incepted earlier than VITSX: RFNAX (22 years) vs VITSX (27 years). RFNAX is a more actively managed with annual turnover of: 28.00 vs. VITSX (2.00). RFNAX has a lower initial minimum investment than VITSX: RFNAX (250) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 38.57 vs. RFNAX (32.68). VITSX return over 5 years is better than : 89.46 vs. RFNAX (43.51).
| RFNAX | VITSX | RFNAX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 23.919 | 25.087 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146B | 1.73T | 8% |
| Annual Yield % from dividends | 0.37 | 1.36 | 27% |
| Returns for 1 year | 32.68 | 38.57 | 85% |
| Returns for 3 years | 9.72 | 22.87 | 42% |
| Returns for 5 years | 43.51 | 89.46 | 49% |
| Returns for 10 years | 62.84 | 194.54 | 32% |