Ad is loading...
RFNEX vs VTSAX
RFNEX vs VTSAX Comparison
Open Charts RFNEX vs VTSAX
American Funds Fundamental Invs R4
Price$75.79
Change+$1.37 (+1.84%)
VolumeN/A
Net Assets128.43B
Vanguard Total Stock Mkt Idx Adm
Price$128.27
Change+$2.13 (+1.69%)
VolumeN/A
Net Assets1.7T
RFNEX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RFNEX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. RFNEX (128B). 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 : 3.52 vs. RFNEX (-2.55). VTSAX return over 5 years is better than : 83.70 vs. RFNEX (45.35).
| 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 | -7.316 | -10.530 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.7T | 8% |
| Annual Yield % from dividends | 1.05 | 1.35 | 77% |
| Returns for 1 year | -2.55 | 3.52 | -73% |
| Returns for 3 years | 13.17 | 21.34 | 62% |
| Returns for 5 years | 45.35 | 83.70 | 54% |
| Returns for 10 years | 43.38 | 145.25 | 30% |
View a ticker or compare two or three
VS
VS
Ad is loading...