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RFNBX vs VTSMX
RFNBX vs VTSMX Comparison
Open Charts RFNBX vs VTSMX
American Funds Fundamental Invs R2
Price$74.62
Change-$3.64 (-4.65%)
VolumeN/A
Net Assets136.04B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
RFNBX vs VTSMX Comparison Chart
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RFNBX vs. VTSMX commentary
Apr 04, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. RFNBX (136B). VTSMX pays higher dividends than RFNBX: VTSMX (1.25) vs RFNBX (0.32). RFNBX was incepted earlier than VTSMX: RFNBX (23 years) vs VTSMX (33 years). RFNBX (1.37) 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 : 8.05 vs. RFNBX (-0.39). VTSMX return over 5 years is better than : 126.23 vs. RFNBX (69.91).
| RFNBX | VTSMX | RFNBX / VTSMX | |
| Total Expense Ratio | 1.37 | 0.14 | 979% |
| Annual Report Gross Expense Ratio | 1.37 | 0.14 | 979% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -2.189 | -3.986 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.81T | 8% |
| Annual Yield % from dividends | 0.32 | 1.25 | 26% |
| Returns for 1 year | -0.39 | 8.05 | -5% |
| Returns for 3 years | 9.81 | 21.01 | 47% |
| Returns for 5 years | 69.91 | 126.23 | 55% |
| Returns for 10 years | 51.30 | 166.80 | 31% |
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