RFNEX
Price
$75.79
Change
+$1.37 (+1.84%)
Updated
Apr 23 closing price
Net Assets
128.43B
VTSMX
Price
$128.24
Change
+$2.12 (+1.68%)
Updated
Apr 23 closing price
Net Assets
1.7T
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RFNEX vs VTSMX

Header iconRFNEX vs VTSMX Comparison
Open Charts RFNEX vs VTSMXBanner chart's image
American Funds Fundamental Invs R4
Price$75.79
Change+$1.37 (+1.84%)
VolumeN/A
Net Assets128.43B
Vanguard Total Stock Mkt Idx I
Price$128.24
Change+$2.12 (+1.68%)
VolumeN/A
Net Assets1.7T
RFNEX vs VTSMX Comparison Chart
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RFNEX vs. VTSMX commentary
Apr 24, 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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. RFNEX (128B). 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 : 3.51 vs. RFNEX (-2.55). VTSMX return over 5 years is better than : 83.68 vs. RFNEX (45.35).
RFNEXVTSMXRFNEX / VTSMX
Total Expense Ratio0.630.14450%
Annual Report Gross Expense Ratio0.630.14450%
Fund Existence23 years33 years-
Gain YTD-7.316-10.52769%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets128B1.7T8%
Annual Yield % from dividends1.051.2584%
Returns for 1 year-2.553.51-73%
Returns for 3 years13.1721.3262%
Returns for 5 years45.3583.6854%
Returns for 10 years43.38144.7230%
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