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RFNAX vs VTSAX
RFNAX vs VTSAX Comparison
Open Charts RFNAX vs VTSAX
American Funds Fundamental Invs R1
Price$80.47
Change-$8.99 (-10.05%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
RFNAX vs VTSAX Comparison Chart
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RFNAX vs. VTSAX commentary
Dec 19, 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. RFNAX (147B). VTSAX pays higher dividends than RFNAX: VTSAX (1.35) vs RFNAX (0.37). RFNAX was incepted earlier than VTSAX: RFNAX (23 years) vs VTSAX (24 years). 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). RFNAX (27.40) and VTSAX (26.91) have marching annual gain over last year. VTSAX return over 5 years is better than : 84.17 vs. RFNAX (39.81).
| RFNAX | VTSAX | RFNAX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 26.003 | 26.390 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 1.84T | 8% |
| Annual Yield % from dividends | 0.37 | 1.35 | 27% |
| Returns for 1 year | 27.40 | 26.91 | 102% |
| Returns for 3 years | 22.90 | 27.89 | 82% |
| Returns for 5 years | 39.81 | 84.17 | 47% |
| Returns for 10 years | 64.06 | 192.77 | 33% |
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