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RFNAX vs VTSMX
RFNAX vs VTSMX Comparison
Open Charts RFNAX vs VTSMX
American Funds Fundamental Invs R1
Price$84.20
Change+$0.05 (+0.06%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$137.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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RFNAX vs VTSMX Comparison Chart
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RFNAX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. RFNAX (141B). VTSMX pays higher dividends than RFNAX: VTSMX (1.26) vs RFNAX (0.37). RFNAX was incepted earlier than VTSMX: RFNAX (22 years) vs VTSMX (32 years). RFNAX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). RFNAX has a lower initial minimum investment than VTSMX: RFNAX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.89 vs. RFNAX (23.01). VTSMX return over 5 years is better than : 82.93 vs. RFNAX (40.49).
| RFNAX | VTSMX | RFNAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | 16.411 | 16.884 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.72T | 8% |
| Annual Yield % from dividends | 0.37 | 1.26 | 29% |
| Returns for 1 year | 23.01 | 25.89 | 89% |
| Returns for 3 years | 7.65 | 21.33 | 36% |
| Returns for 5 years | 40.49 | 82.93 | 49% |
| Returns for 10 years | 52.84 | 178.97 | 30% |
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