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RFNEX vs VTSMX
RFNEX vs VTSMX Comparison
Open Charts RFNEX vs VTSMX
American Funds Fundamental Invs R4
Price$88.72
Change+$0.35 (+0.40%)
VolumeN/A
Net Assets153.13B
Vanguard Total Stock Mkt Idx I
Price$149.57
Change+$0.58 (+0.39%)
VolumeN/A
Net Assets1.91T
RFNEX vs VTSMX Comparison Chart in %
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RFNEX vs. VTSMX commentary
Jul 17, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. RFNEX (153B). VTSMX pays higher dividends than RFNEX: VTSMX (1.12) vs RFNEX (0.92). RFNEX was incepted earlier than VTSMX: RFNEX (23 years) vs VTSMX (33 years). RFNEX (0.62) is less costly to investors than VTSMX (0.14). RFNEX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). RFNEX has a lower initial minimum investment than VTSMX: RFNEX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 9.80 vs. RFNEX (6.99). VTSMX return over 5 years is better than : 88.36 vs. RFNEX (55.29).
| RFNEX | VTSMX | RFNEX / VTSMX | |
| Total Expense Ratio | 0.62 | 0.14 | 443% |
| Annual Report Gross Expense Ratio | 0.62 | 0.14 | 443% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 10.699 | 5.711 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.91T | 8% |
| Annual Yield % from dividends | 0.92 | 1.12 | 83% |
| Returns for 1 year | 6.99 | 9.80 | 71% |
| Returns for 3 years | 53.72 | 59.40 | 90% |
| Returns for 5 years | 55.29 | 88.36 | 63% |
| Returns for 10 years | 70.74 | 188.76 | 37% |
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