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RFNBX vs VTSMX
RFNBX vs VTSMX Comparison
Open Charts RFNBX vs VTSMX
American Funds Fundamental Invs R2
Price$86.60
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets151.58B
Vanguard Total Stock Mkt Idx I
Price$147.61
Change+$0.70 (+0.48%)
VolumeN/A
Net Assets1.82T
RFNBX vs VTSMX Comparison Chart in %
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RFNBX vs. VTSMX commentary
Jul 01, 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 RFNBX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. RFNBX (152B). VTSMX pays higher dividends than RFNBX: VTSMX (1.18) vs RFNBX (0.30). RFNBX was incepted earlier than VTSMX: RFNBX (23 years) vs VTSMX (33 years). RFNBX (1.36) is less costly to investors than VTSMX (0.14). RFNBX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). RFNBX has a lower initial minimum investment than VTSMX: RFNBX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 12.74 vs. RFNBX (7.55). VTSMX return over 5 years is better than : 100.35 vs. RFNBX (57.92).
| RFNBX | VTSMX | RFNBX / VTSMX | |
| Total Expense Ratio | 1.36 | 0.14 | 971% |
| Annual Report Gross Expense Ratio | 1.36 | 0.14 | 971% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 8.252 | 4.718 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 1.82T | 8% |
| Annual Yield % from dividends | 0.30 | 1.18 | 25% |
| Returns for 1 year | 7.55 | 12.74 | 59% |
| Returns for 3 years | 47.64 | 59.49 | 80% |
| Returns for 5 years | 57.92 | 100.35 | 58% |
| Returns for 10 years | 67.42 | 193.84 | 35% |
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