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RFNAX vs VSTSX
RFNAX vs VSTSX Comparison
Open Charts RFNAX vs VSTSX
American Funds Fundamental Invs R1
Price$84.20
Change+$0.05 (+0.06%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$269.69
Change-$0.67 (-0.25%)
VolumeN/A
CapitalizationN/A
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RFNAX vs VSTSX Comparison Chart
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RFNAX vs. VSTSX commentary
Sep 21, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. RFNAX (141B). VSTSX pays higher dividends than RFNAX: VSTSX (1.36) vs RFNAX (0.37). RFNAX was incepted earlier than VSTSX: RFNAX (22 years) vs VSTSX (8 years). RFNAX is a more actively managed with annual turnover of: 28.00 vs. VSTSX (2.00). RFNAX has a lower initial minimum investment than VSTSX: RFNAX (250) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 25.91 vs. RFNAX (23.01). VSTSX return over 5 years is better than : 83.06 vs. RFNAX (40.49).
| RFNAX | VSTSX | RFNAX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 16.411 | 16.934 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.72T | 8% |
| Annual Yield % from dividends | 0.37 | 1.36 | 27% |
| Returns for 1 year | 23.01 | 25.91 | 89% |
| Returns for 3 years | 7.65 | 21.39 | 36% |
| Returns for 5 years | 40.49 | 83.06 | 49% |
| Returns for 10 years | 52.84 | N/A | - |
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