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RFNCX vs VTSMX
RFNCX vs VTSMX Comparison
Open Charts RFNCX vs VTSMX
American Funds Fundamental Invs R3
Price$92.91
Change-$0.14 (-0.15%)
VolumeN/A
Net Assets158.83B
Vanguard Total Stock Mkt Idx I
Price$157.81
Change-$0.24 (-0.15%)
VolumeN/A
Net Assets1.95T
RFNCX vs VTSMX Comparison Chart in %
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RFNCX vs. VTSMX commentary
Sep 13, 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 RFNCX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. RFNCX (159B). VTSMX pays higher dividends than RFNCX: VTSMX (1.07) vs RFNCX (0.65). RFNCX was incepted earlier than VTSMX: RFNCX (23 years) vs VTSMX (33 years). RFNCX (0.92) is less costly to investors than VTSMX (0.14). 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 : 18.12 vs. RFNCX (13.61). VTSMX return over 5 years is better than : 92.82 vs. RFNCX (57.12).
| RFNCX | VTSMX | RFNCX / VTSMX | |
| Total Expense Ratio | 0.92 | 0.14 | 657% |
| Annual Report Gross Expense Ratio | 0.92 | 0.14 | 657% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 15.786 | 12.140 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 1.95T | 8% |
| Annual Yield % from dividends | 0.65 | 1.07 | 60% |
| Returns for 1 year | 13.61 | 18.12 | 75% |
| Returns for 3 years | 56.16 | 64.69 | 87% |
| Returns for 5 years | 57.12 | 92.82 | 62% |
| Returns for 10 years | 90.07 | 227.95 | 40% |