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RFNAX vs VTSAX
RFNAX vs VTSAX Comparison
Open Charts RFNAX vs VTSAX
American Funds Fundamental Invs R1
Price$85.17
Change+$0.07 (+0.08%)
VolumeN/A
Net Assets146.31B
Vanguard Total Stock Mkt Idx Adm
Price$142.15
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
RFNAX vs VTSAX Comparison Chart
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RFNAX vs. VTSAX commentary
Jun 07, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. RFNAX (146B). VTSAX pays higher dividends than RFNAX: VTSAX (1.28) vs RFNAX (0.30). RFNAX was incepted earlier than VTSAX: RFNAX (23 years) vs VTSAX (25 years). RFNAX (1.36) is less costly to investors than VTSAX (0.04). RFNAX is a more actively managed with annual turnover of: 28.00 vs. VTSAX (2.00). RFNAX has a lower initial minimum investment than VTSAX: RFNAX (250) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 11.40 vs. RFNAX (6.75). VTSAX return over 5 years is better than : 81.77 vs. RFNAX (45.35).
| RFNAX | VTSAX | RFNAX / VTSAX | |
| Total Expense Ratio | 1.36 | 0.04 | 3,400% |
| Annual Report Gross Expense Ratio | 1.36 | 0.04 | 3,400% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 6.169 | 1.287 | 479% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146B | 1.82T | 8% |
| Annual Yield % from dividends | 0.30 | 1.28 | 23% |
| Returns for 1 year | 6.75 | 11.40 | 59% |
| Returns for 3 years | 30.29 | 42.45 | 71% |
| Returns for 5 years | 45.35 | 81.77 | 55% |
| Returns for 10 years | 63.31 | 181.81 | 35% |
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