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RFNEX vs VTSAX
RFNEX vs VTSAX Comparison
Open Charts RFNEX vs VTSAX
American Funds Fundamental Invs R4
Price$87.10
Change+$0.19 (+0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$143.61
Change+$0.99 (+0.69%)
VolumeN/A
CapitalizationN/A
RFNEX vs VTSAX Comparison Chart
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RFNEX vs. VTSAX commentary
Nov 22, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. RFNEX (143B). VTSAX pays higher dividends than RFNEX: VTSAX (1.35) vs RFNEX (0.99). RFNEX was incepted earlier than VTSAX: RFNEX (22 years) vs VTSAX (24 years). 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 : 31.18 vs. RFNEX (25.72). VTSAX return over 5 years is better than : 87.20 vs. RFNEX (42.97).
| RFNEX | VTSAX | RFNEX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 22.935 | 24.432 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.73T | 8% |
| Annual Yield % from dividends | 0.99 | 1.35 | 73% |
| Returns for 1 year | 25.72 | 31.18 | 82% |
| Returns for 3 years | 11.59 | 23.13 | 50% |
| Returns for 5 years | 42.97 | 87.20 | 49% |
| Returns for 10 years | 61.81 | 188.65 | 33% |