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RFNEX vs VTSMX
RFNEX vs VTSMX Comparison
Open Charts RFNEX vs VTSMX
American Funds Fundamental Invs R4
Price$78.69
Change+$0.49 (+0.63%)
VolumeN/A
Net Assets135.22B
Vanguard Total Stock Mkt Idx I
Price$135.34
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
RFNEX vs VTSMX Comparison Chart
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RFNEX vs. VTSMX commentary
Apr 03, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. RFNEX (135B). VTSMX pays higher dividends than RFNEX: VTSMX (1.25) vs RFNEX (1.05). RFNEX was incepted earlier than VTSMX: RFNEX (23 years) vs VTSMX (33 years). RFNEX (0.63) 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 : 7.35 vs. RFNEX (1.00). VTSMX return over 5 years is better than : 124.42 vs. RFNEX (74.27).
| RFNEX | VTSMX | RFNEX / VTSMX | |
| Total Expense Ratio | 0.63 | 0.14 | 450% |
| Annual Report Gross Expense Ratio | 0.63 | 0.14 | 450% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -1.998 | -4.752 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.81T | 7% |
| Annual Yield % from dividends | 1.05 | 1.25 | 84% |
| Returns for 1 year | 1.00 | 7.35 | 14% |
| Returns for 3 years | 12.60 | 21.00 | 60% |
| Returns for 5 years | 74.27 | 124.42 | 60% |
| Returns for 10 years | 56.37 | 166.40 | 34% |