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RFNBX vs VTSMX
RFNBX vs VTSMX Comparison
Open Charts RFNBX vs VTSMX
American Funds Fundamental Invs R2
Price$76.78
Change+$1.43 (+1.90%)
VolumeN/A
Net Assets130.77B
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
RFNBX vs VTSMX Comparison Chart
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RFNBX vs. VTSMX commentary
Apr 25, 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: 1.7T vs. RFNBX (131B). 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 : 5.27 vs. RFNBX (0.51). VTSMX return over 5 years is better than : 86.77 vs. RFNBX (47.05).
| 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 | -4.039 | -9.023 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.7T | 8% |
| Annual Yield % from dividends | 0.32 | 1.25 | 26% |
| Returns for 1 year | 0.51 | 5.27 | 10% |
| Returns for 3 years | 15.23 | 22.56 | 68% |
| Returns for 5 years | 47.05 | 86.77 | 54% |
| Returns for 10 years | 45.44 | 150.14 | 30% |
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