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RFNFX vs VITSX
RFNFX vs VITSX Comparison
Open Charts RFNFX vs VITSX
American Funds Fundamental Invs R5
Price$82.90
Change+$2.33 (+2.89%)
VolumeN/A
Net Assets137.79B
Vanguard Total Stock Market Idx I
Price$139.82
Change+$4.48 (+3.31%)
VolumeN/A
Net Assets1.72T
RFNFX vs VITSX Comparison Chart
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RFNFX vs. VITSX commentary
May 13, 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 RFNFX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. RFNFX (138B). VITSX (1.37) and RFNFX (1.33) have matching dividends . RFNFX was incepted earlier than VITSX: RFNFX (23 years) vs VITSX (28 years). RFNFX (0.33) is less costly to investors than VITSX (0.03). 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 : 7.83 vs. RFNFX (2.87). VITSX return over 5 years is better than : 97.30 vs. RFNFX (53.66).
| RFNFX | VITSX | RFNFX / VITSX | |
| Total Expense Ratio | 0.33 | 0.03 | 1,100% |
| Annual Report Gross Expense Ratio | 0.33 | 0.03 | 1,100% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -0.001 | -4.018 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.72T | 8% |
| Annual Yield % from dividends | 1.33 | 1.37 | 97% |
| Returns for 1 year | 2.87 | 7.83 | 37% |
| Returns for 3 years | 31.39 | 38.75 | 81% |
| Returns for 5 years | 53.66 | 97.30 | 55% |
| Returns for 10 years | 57.27 | 162.80 | 35% |
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