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RFNAX vs VTSMX
RFNAX vs VTSMX Comparison
Open Charts RFNAX vs VTSMX
American Funds Fundamental Invs R1
Price$80.47
Change-$8.99 (-10.05%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
RFNAX vs VTSMX Comparison Chart
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RFNAX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. RFNAX (147B). VTSMX pays higher dividends than RFNAX: VTSMX (1.26) vs RFNAX (0.37). RFNAX was incepted earlier than VTSMX: RFNAX (23 years) vs VTSMX (33 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). RFNAX (27.40) and VTSMX (26.90) have marching annual gain over last year. VTSMX return over 5 years is better than : 84.16 vs. RFNAX (39.81).
| RFNAX | VTSMX | RFNAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 26.003 | 26.352 | 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 | 1.26 | 29% |
| Returns for 1 year | 27.40 | 26.90 | 102% |
| Returns for 3 years | 22.90 | 27.88 | 82% |
| Returns for 5 years | 39.81 | 84.16 | 47% |
| Returns for 10 years | 64.06 | 192.04 | 33% |