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RFNEX vs VSTSX
RFNEX vs VSTSX Comparison
Open Charts RFNEX vs VSTSX
American Funds Fundamental Invs R4
Price$85.76
Change-$0.13 (-0.15%)
VolumeN/A
Net Assets149.6B
Vanguard Total Stock Mkt Idx Instl Sel
Price$286.91
Change-$0.37 (-0.13%)
VolumeN/A
Net Assets1.82T
RFNEX vs VSTSX Comparison Chart in %
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RFNEX vs. VSTSX 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 RFNEX is a Buy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. RFNEX (150B). VSTSX pays higher dividends than RFNEX: VSTSX (1.29) vs RFNEX (0.97). RFNEX was incepted earlier than VSTSX: RFNEX (23 years) vs VSTSX (9 years). RFNEX (0.62) is less costly to investors than VSTSX (0.01). RFNEX is a more actively managed with annual turnover of: 28.00 vs. VSTSX (2.00). RFNEX has a lower initial minimum investment than VSTSX: RFNEX (250) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 11.74 vs. RFNEX (6.62). VSTSX return over 5 years is better than : 98.14 vs. RFNEX (59.80).
| RFNEX | VSTSX | RFNEX / VSTSX | |
| Total Expense Ratio | 0.62 | 0.01 | 6,200% |
| Annual Report Gross Expense Ratio | 0.62 | 0.01 | 6,200% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 7.006 | 3.483 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 1.82T | 8% |
| Annual Yield % from dividends | 0.97 | 1.29 | 75% |
| Returns for 1 year | 6.62 | 11.74 | 56% |
| Returns for 3 years | 46.17 | 54.12 | 85% |
| Returns for 5 years | 59.80 | 98.14 | 61% |
| Returns for 10 years | 66.40 | N/A | - |
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