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RFNEX vs VTSAX
RFNEX vs VTSAX Comparison
Open Charts RFNEX vs VTSAX
American Funds Fundamental Invs R4
Price$85.76
Change-$0.13 (-0.15%)
VolumeN/A
Net Assets149.6B
Vanguard Total Stock Mkt Idx Adm
Price$146.97
Change+$1.28 (+0.88%)
VolumeN/A
Net Assets1.82T
RFNEX vs VTSAX Comparison Chart in %
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RFNEX vs. VTSAX commentary
Jun 27, 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 (150B). 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 : 11.72 vs. RFNEX (6.62). VTSAX return over 5 years is better than : 98.00 vs. RFNEX (59.80).
| 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 | 7.006 | 3.472 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 1.82T | 8% |
| Annual Yield % from dividends | 0.97 | 1.28 | 76% |
| Returns for 1 year | 6.62 | 11.72 | 56% |
| Returns for 3 years | 46.17 | 54.03 | 85% |
| Returns for 5 years | 59.80 | 98.00 | 61% |
| Returns for 10 years | 66.40 | 185.77 | 36% |
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