Interact to see
Advertisement
Advertisement
RFNEX vs VTSMX
RFNEX vs VTSMX Comparison
Open Charts RFNEX vs VTSMX
American Funds Fundamental Invs R4
Price$85.76
Change-$0.13 (-0.15%)
VolumeN/A
Net Assets149.6B
Vanguard Total Stock Mkt Idx I
Price$146.91
Change+$1.27 (+0.87%)
VolumeN/A
Net Assets1.82T
RFNEX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RFNEX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. RFNEX (150B). 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 : 11.43 vs. RFNEX (6.62). VTSMX return over 5 years is better than : 97.67 vs. RFNEX (59.80).
| 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 | 7.006 | 3.321 | 211% |
| 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 | 1.18 | 82% |
| Returns for 1 year | 6.62 | 11.43 | 58% |
| Returns for 3 years | 46.17 | 54.19 | 85% |
| Returns for 5 years | 59.80 | 97.67 | 61% |
| Returns for 10 years | 66.40 | 190.87 | 35% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement