RFNEX
Price
$85.76
Change
-$0.13 (-0.15%)
Updated
Jun 25 closing price
Net Assets
149.6B
VTSMX
Price
$146.91
Change
+$1.27 (+0.87%)
Updated
Jun 26 closing price
Net Assets
1.82T
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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$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 %
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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.

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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).
RFNEXVTSMXRFNEX / VTSMX
Total Expense Ratio0.620.14443%
Annual Report Gross Expense Ratio0.620.14443%
Fund Existence23 years33 years-
Gain YTD7.0063.321211%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets150B1.82T8%
Annual Yield % from dividends0.971.1882%
Returns for 1 year6.6211.4358%
Returns for 3 years46.1754.1985%
Returns for 5 years59.8097.6761%
Returns for 10 years66.40190.8735%
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