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RFNCX vs VTSMX
RFNCX vs VTSMX Comparison
Open Charts RFNCX vs VTSMX
American Funds Fundamental Invs R3
Price$86.60
Change+$0.87 (+1.01%)
VolumeN/A
Net Assets149.33B
Vanguard Total Stock Mkt Idx I
Price$146.91
Change+$1.27 (+0.87%)
VolumeN/A
Net Assets1.82T
RFNCX vs VTSMX Comparison Chart in %
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RFNCX vs. VTSMX commentary
Jun 27, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. RFNCX (149B). VTSMX pays higher dividends than RFNCX: VTSMX (1.18) vs RFNCX (0.70). 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 : 11.43 vs. RFNCX (7.53). VTSMX return over 5 years is better than : 97.67 vs. RFNCX (59.75).
| 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 | 7.922 | 3.321 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.82T | 8% |
| Annual Yield % from dividends | 0.70 | 1.18 | 59% |
| Returns for 1 year | 7.53 | 11.43 | 66% |
| Returns for 3 years | 46.48 | 54.19 | 86% |
| Returns for 5 years | 59.75 | 97.67 | 61% |
| Returns for 10 years | 69.93 | 190.87 | 37% |
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