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RFNEX vs VTSMX
RFNEX vs VTSMX Comparison
Open Charts RFNEX vs VTSMX
American Funds Fundamental Invs R4
Price$85.59
Change+$0.07 (+0.08%)
VolumeN/A
Net Assets146.31B
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
RFNEX vs VTSMX Comparison Chart
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RFNEX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. RFNEX (146B). VTSMX pays higher dividends than RFNEX: VTSMX (1.18) vs RFNEX (0.97). 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 : 11.39 vs. RFNEX (7.56). VTSMX return over 5 years is better than : 81.77 vs. RFNEX (48.98).
| 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 | 6.508 | 1.278 | 509% |
| 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 | 1.18 | 82% |
| Returns for 1 year | 7.56 | 11.39 | 66% |
| Returns for 3 years | 32.51 | 42.44 | 77% |
| Returns for 5 years | 48.98 | 81.77 | 60% |
| Returns for 10 years | 67.32 | 181.22 | 37% |
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