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RFNEX vs VTSAX
RFNEX vs VTSAX Comparison
Open Charts RFNEX vs VTSAX
American Funds Fundamental Invs R4
Price$78.69
Change+$0.49 (+0.63%)
VolumeN/A
Net Assets135.22B
Vanguard Total Stock Mkt Idx Adm
Price$135.36
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
RFNEX vs VTSAX Comparison Chart
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RFNEX vs. VTSAX commentary
Apr 03, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. RFNEX (135B). VTSAX pays higher dividends than RFNEX: VTSAX (1.35) vs RFNEX (1.05). RFNEX was incepted earlier than VTSAX: RFNEX (23 years) vs VTSAX (24 years). RFNEX (0.63) is less costly to investors than VTSAX (0.04). RFNEX is a more actively managed with annual turnover of: 28.00 vs. VTSAX (2.00). RFNEX has a lower initial minimum investment than VTSAX: RFNEX (250) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 7.36 vs. RFNEX (1.00). VTSAX return over 5 years is better than : 124.44 vs. RFNEX (74.27).
| RFNEX | VTSAX | RFNEX / VTSAX | |
| Total Expense Ratio | 0.63 | 0.04 | 1,575% |
| Annual Report Gross Expense Ratio | 0.63 | 0.04 | 1,575% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -1.998 | -4.756 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.81T | 7% |
| Annual Yield % from dividends | 1.05 | 1.35 | 77% |
| Returns for 1 year | 1.00 | 7.36 | 14% |
| Returns for 3 years | 12.60 | 21.02 | 60% |
| Returns for 5 years | 74.27 | 124.44 | 60% |
| Returns for 10 years | 56.37 | 166.97 | 34% |