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RFNEX vs VSTSX
RFNEX vs VSTSX Comparison
Open Charts RFNEX vs VSTSX
American Funds Fundamental Invs R4
Price$75.79
Change+$1.37 (+1.84%)
VolumeN/A
Net Assets128.43B
Vanguard Total Stock Mkt Idx Instl Sel
Price$252.58
Change+$4.17 (+1.68%)
VolumeN/A
Net Assets1.7T
RFNEX vs VSTSX Comparison Chart
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RFNEX vs. VSTSX commentary
Apr 24, 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: 1.7T vs. RFNEX (128B). VSTSX pays higher dividends than RFNEX: VSTSX (1.37) vs RFNEX (1.05). RFNEX was incepted earlier than VSTSX: RFNEX (23 years) vs VSTSX (9 years). RFNEX (0.63) 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 : 3.54 vs. RFNEX (-2.55). VSTSX return over 5 years is better than : 83.81 vs. RFNEX (45.35).
| RFNEX | VSTSX | RFNEX / VSTSX | |
| Total Expense Ratio | 0.63 | 0.01 | 6,300% |
| Annual Report Gross Expense Ratio | 0.63 | 0.01 | 6,300% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -7.316 | -10.519 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.7T | 8% |
| Annual Yield % from dividends | 1.05 | 1.37 | 77% |
| Returns for 1 year | -2.55 | 3.54 | -72% |
| Returns for 3 years | 13.17 | 21.41 | 62% |
| Returns for 5 years | 45.35 | 83.81 | 54% |
| Returns for 10 years | 43.38 | N/A | - |