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RFNEX vs VITSX
RFNEX vs VITSX Comparison
Open Charts RFNEX vs VITSX
American Funds Fundamental Invs R4
Price$83.14
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets142.77B
Vanguard Total Stock Market Idx I
Price$140.91
Change+$0.06 (+0.04%)
VolumeN/A
Net Assets1.72T
RFNEX vs VITSX Comparison Chart
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RFNEX vs. VITSX commentary
May 15, 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 RFNEX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. RFNEX (143B). VITSX pays higher dividends than RFNEX: VITSX (1.37) vs RFNEX (1.04). RFNEX was incepted earlier than VITSX: RFNEX (23 years) vs VITSX (28 years). RFNEX (0.62) is less costly to investors than VITSX (0.03). RFNEX is a more actively managed with annual turnover of: 28.00 vs. VITSX (2.00). RFNEX has a lower initial minimum investment than VITSX: RFNEX (250) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 11.61 vs. RFNEX (6.10). VITSX return over 5 years is better than : 101.99 vs. RFNEX (61.03).
| RFNEX | VITSX | RFNEX / VITSX | |
| Total Expense Ratio | 0.62 | 0.03 | 2,067% |
| Annual Report Gross Expense Ratio | 0.62 | 0.03 | 2,067% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 3.557 | -0.110 | -3,233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.72T | 8% |
| Annual Yield % from dividends | 1.04 | 1.37 | 76% |
| Returns for 1 year | 6.10 | 11.61 | 53% |
| Returns for 3 years | 32.69 | 44.40 | 74% |
| Returns for 5 years | 61.03 | 101.99 | 60% |
| Returns for 10 years | 59.72 | 173.50 | 34% |
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