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RFNCX vs VTSMX
RFNCX vs VTSMX Comparison
Open Charts RFNCX vs VTSMX
American Funds Fundamental Invs R3
Price$75.99
Change+$6.26 (+8.98%)
VolumeN/A
Net Assets120.43B
Vanguard Total Stock Mkt Idx I
Price$129.85
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
RFNCX vs VTSMX Comparison Chart
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RFNCX vs. VTSMX commentary
Apr 11, 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: 1.7T vs. RFNCX (120B). VTSMX pays higher dividends than RFNCX: VTSMX (1.25) vs RFNCX (0.75). RFNCX was incepted earlier than VTSMX: RFNCX (23 years) vs VTSMX (33 years). RFNCX (0.93) 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 : -5.43 vs. RFNCX (-11.22). VTSMX return over 5 years is better than : 75.41 vs. RFNCX (37.56).
| RFNCX | VTSMX | RFNCX / VTSMX | |
| Total Expense Ratio | 0.93 | 0.14 | 664% |
| Annual Report Gross Expense Ratio | 0.93 | 0.14 | 664% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -13.204 | -15.905 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 1.7T | 7% |
| Annual Yield % from dividends | 0.75 | 1.25 | 60% |
| Returns for 1 year | -11.22 | -5.43 | 207% |
| Returns for 3 years | 0.46 | 8.73 | 5% |
| Returns for 5 years | 37.56 | 75.41 | 50% |
| Returns for 10 years | 34.74 | 131.53 | 26% |
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