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RFNFX vs VITSX
RFNFX vs VITSX Comparison
Open Charts RFNFX vs VITSX
American Funds Fundamental Invs R5
Price$75.34
Change-$3.68 (-4.66%)
VolumeN/A
Net Assets136.04B
Vanguard Total Stock Market Idx I
Price$128.50
Change-$6.88 (-5.08%)
VolumeN/A
Net Assets1.81T
RFNFX vs VITSX Comparison Chart
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RFNFX vs. VITSX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.81T vs. RFNFX (136B). VITSX (1.36) and RFNFX (1.34) 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 : 8.05 vs. RFNFX (0.71). VITSX return over 5 years is better than : 126.25 vs. RFNFX (76.15).
| 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 | -1.924 | -3.989 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.81T | 8% |
| Annual Yield % from dividends | 1.34 | 1.36 | 98% |
| Returns for 1 year | 0.71 | 8.05 | 9% |
| Returns for 3 years | 12.53 | 21.03 | 60% |
| Returns for 5 years | 76.15 | 126.25 | 60% |
| Returns for 10 years | 56.99 | 167.38 | 34% |
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