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RFNAX vs VTSAX
RFNAX vs VTSAX Comparison
Open Charts RFNAX vs VTSAX
American Funds Fundamental Invs R1
Price$89.90
Change+$0.70 (+0.78%)
VolumeN/A
Net Assets155.37B
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
RFNAX vs VTSAX Comparison Chart in %
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RFNAX vs. VTSAX commentary
Sep 06, 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 StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. RFNAX (155B). VTSAX pays higher dividends than RFNAX: VTSAX (1.16) vs RFNAX (0.27). 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 : 18.27 vs. RFNAX (11.47). VTSAX return over 5 years is better than : 85.33 vs. RFNAX (47.39).
| 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 | 12.175 | 10.566 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 1.95T | 8% |
| Annual Yield % from dividends | 0.27 | 1.16 | 24% |
| Returns for 1 year | 11.47 | 18.27 | 63% |
| Returns for 3 years | 50.73 | 63.99 | 79% |
| Returns for 5 years | 47.39 | 85.33 | 56% |
| Returns for 10 years | 86.90 | 225.55 | 39% |
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