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RFNEX vs VTSMX
RFNEX vs VTSMX Comparison
Open Charts RFNEX vs VTSMX
American Funds Fundamental Invs R4
Price$84.47
Change+$0.05 (+0.06%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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RFNEX vs VTSMX Comparison Chart
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RFNEX vs. VTSMX commentary
Sep 21, 2024
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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. RFNEX (141B). VTSMX pays higher dividends than RFNEX: VTSMX (1.26) vs RFNEX (0.99). RFNEX was incepted earlier than VTSMX: RFNEX (22 years) vs VTSMX (32 years). 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 : 25.89 vs. RFNEX (23.94). VTSMX return over 5 years is better than : 82.93 vs. RFNEX (43.35).
| RFNEX | VTSMX | RFNEX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | 17.035 | 16.884 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.72T | 8% |
| Annual Yield % from dividends | 0.99 | 1.26 | 78% |
| Returns for 1 year | 23.94 | 25.89 | 92% |
| Returns for 3 years | 9.27 | 21.33 | 43% |
| Returns for 5 years | 43.35 | 82.93 | 52% |
| Returns for 10 years | 56.33 | 178.97 | 31% |
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