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RFNAX vs VITSX
RFNAX vs VITSX Comparison
Open Charts RFNAX vs VITSX
American Funds Fundamental Invs R1
Price$74.83
Change+$1.47 (+2.00%)
VolumeN/A
Net Assets129.66B
Vanguard Total Stock Market Idx I
Price$127.51
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
RFNAX vs VITSX Comparison Chart
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RFNAX vs. VITSX commentary
Apr 15, 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 RFNAX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. RFNAX (130B). VITSX pays higher dividends than RFNAX: VITSX (1.36) vs RFNAX (0.32). RFNAX was incepted earlier than VITSX: RFNAX (23 years) vs VITSX (28 years). RFNAX (1.36) is less costly to investors than VITSX (0.03). 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 : 2.09 vs. RFNAX (-4.72). VITSX return over 5 years is better than : 88.66 vs. RFNAX (45.93).
| RFNAX | VITSX | RFNAX / VITSX | |
| Total Expense Ratio | 1.36 | 0.03 | 4,533% |
| Annual Report Gross Expense Ratio | 1.36 | 0.03 | 4,533% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -6.644 | -9.571 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 1.7T | 8% |
| Annual Yield % from dividends | 0.32 | 1.36 | 24% |
| Returns for 1 year | -4.72 | 2.09 | -226% |
| Returns for 3 years | 8.86 | 19.11 | 46% |
| Returns for 5 years | 45.93 | 88.66 | 52% |
| Returns for 10 years | 43.45 | 150.12 | 29% |