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RFNFX vs VTSMX
RFNFX vs VTSMX Comparison
Open Charts RFNFX vs VTSMX
American Funds Fundamental Invs R5
Price$86.21
Change-$1.27 (-1.45%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
RFNFX vs VTSMX Comparison Chart
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RFNFX vs. VTSMX commentary
Nov 18, 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 Buy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. RFNFX (142B). VTSMX (1.26) and RFNFX (1.24) have matching dividends . RFNFX was incepted earlier than VTSMX: RFNFX (23 years) vs VTSMX (33 years). RFNFX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). RFNFX has a lower initial minimum investment than VTSMX: RFNFX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 30.52 vs. RFNFX (25.92). VTSMX return over 5 years is better than : 83.72 vs. RFNFX (41.99).
| RFNFX | VTSMX | RFNFX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 21.483 | 22.392 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.73T | 8% |
| Annual Yield % from dividends | 1.24 | 1.26 | 98% |
| Returns for 1 year | 25.92 | 30.52 | 85% |
| Returns for 3 years | 8.67 | 19.91 | 44% |
| Returns for 5 years | 41.99 | 83.72 | 50% |
| Returns for 10 years | 62.61 | 186.07 | 34% |