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RFNEX vs VTSMX
RFNEX vs VTSMX Comparison
Open Charts RFNEX vs VTSMX
American Funds Fundamental Invs R4
Price$83.14
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets142.77B
Vanguard Total Stock Mkt Idx I
Price$140.85
Change+$0.06 (+0.04%)
VolumeN/A
Net Assets1.72T
RFNEX vs VTSMX Comparison Chart
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RFNEX vs. VTSMX commentary
May 15, 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: 1.72T vs. RFNEX (143B). VTSMX pays higher dividends than RFNEX: VTSMX (1.26) vs RFNEX (1.04). 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 : 11.42 vs. RFNEX (6.10). VTSMX return over 5 years is better than : 101.50 vs. RFNEX (61.03).
| 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 | 3.557 | -0.851 | -418% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.72T | 8% |
| Annual Yield % from dividends | 1.04 | 1.26 | 83% |
| Returns for 1 year | 6.10 | 11.42 | 53% |
| Returns for 3 years | 32.69 | 43.31 | 75% |
| Returns for 5 years | 61.03 | 101.50 | 60% |
| Returns for 10 years | 59.72 | 170.93 | 35% |
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