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RFNFX vs VITSX
RFNFX vs VITSX Comparison
Open Charts RFNFX vs VITSX
American Funds Fundamental Invs R5
Price$84.80
Change+$0.06 (+0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Market Idx I
Price$136.99
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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RFNFX vs VITSX Comparison Chart
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RFNFX vs. VITSX 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 RFNFX is a StrongBuy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. RFNFX (141B). VITSX pays higher dividends than RFNFX: VITSX (1.36) vs RFNFX (1.24). RFNFX was incepted earlier than VITSX: RFNFX (22 years) vs VITSX (27 years). RFNFX is a more actively managed with annual turnover of: 28.00 vs. VITSX (2.00). RFNFX has a lower initial minimum investment than VITSX: RFNFX (250) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 25.89 vs. RFNFX (24.31). VITSX return over 5 years is better than : 82.97 vs. RFNFX (44.61).
| RFNFX | VITSX | RFNFX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 17.284 | 16.918 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.72T | 8% |
| Annual Yield % from dividends | 1.24 | 1.36 | 91% |
| Returns for 1 year | 24.31 | 25.89 | 94% |
| Returns for 3 years | 9.98 | 21.34 | 47% |
| Returns for 5 years | 44.61 | 82.97 | 54% |
| Returns for 10 years | 57.98 | 179.72 | 32% |
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