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RFNCX vs VTSMX
RFNCX vs VTSMX Comparison
Open Charts RFNCX vs VTSMX
American Funds Fundamental Invs R3
Price$85.79
Change-$1.26 (-1.45%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
RFNCX vs VTSMX Comparison Chart
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RFNCX vs. VTSMX commentary
Nov 18, 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 RFNCX is a Buy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. RFNCX (142B). VTSMX pays higher dividends than RFNCX: VTSMX (1.26) vs RFNCX (0.74). RFNCX was incepted earlier than VTSMX: RFNCX (22 years) vs VTSMX (33 years). RFNCX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). RFNCX has a lower initial minimum investment than VTSMX: RFNCX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 30.52 vs. RFNCX (25.17). VTSMX return over 5 years is better than : 83.72 vs. RFNCX (39.64).
| RFNCX | VTSMX | RFNCX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 20.854 | 22.392 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.73T | 8% |
| Annual Yield % from dividends | 0.74 | 1.26 | 58% |
| Returns for 1 year | 25.17 | 30.52 | 82% |
| Returns for 3 years | 7.35 | 19.91 | 37% |
| Returns for 5 years | 39.64 | 83.72 | 47% |
| Returns for 10 years | 59.51 | 186.07 | 32% |