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RFNEX vs VTSAX
RFNEX vs VTSAX Comparison
Open Charts RFNEX vs VTSAX
American Funds Fundamental Invs R4
Price$85.59
Change+$0.07 (+0.08%)
VolumeN/A
Net Assets146.31B
Vanguard Total Stock Mkt Idx Adm
Price$142.15
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
RFNEX vs VTSAX Comparison Chart
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RFNEX vs. VTSAX commentary
Jun 06, 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: 1.82T vs. RFNEX (146B). VTSAX pays higher dividends than RFNEX: VTSAX (1.28) vs RFNEX (0.97). RFNEX was incepted earlier than VTSAX: RFNEX (23 years) vs VTSAX (25 years). RFNEX (0.62) 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 : 11.40 vs. RFNEX (7.56). VTSAX return over 5 years is better than : 81.77 vs. RFNEX (48.98).
| RFNEX | VTSAX | RFNEX / VTSAX | |
| Total Expense Ratio | 0.62 | 0.04 | 1,550% |
| Annual Report Gross Expense Ratio | 0.62 | 0.04 | 1,550% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 6.508 | 1.287 | 506% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146B | 1.82T | 8% |
| Annual Yield % from dividends | 0.97 | 1.28 | 76% |
| Returns for 1 year | 7.56 | 11.40 | 66% |
| Returns for 3 years | 32.51 | 42.45 | 77% |
| Returns for 5 years | 48.98 | 81.77 | 60% |
| Returns for 10 years | 67.32 | 181.81 | 37% |
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