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RFNFX vs VTSMX
RFNFX vs VTSMX Comparison
Open Charts RFNFX vs VTSMX
American Funds Fundamental Invs R5
Price$83.52
Change+$0.62 (+0.75%)
VolumeN/A
Net Assets141.75B
Vanguard Total Stock Mkt Idx I
Price$140.79
Change+$1.03 (+0.74%)
VolumeN/A
Net Assets1.72T
RFNFX vs VTSMX Comparison Chart
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RFNFX vs. VTSMX commentary
May 14, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. RFNFX (142B). RFNFX pays higher dividends than VTSMX: RFNFX (1.33) vs VTSMX (1.26). RFNFX was incepted earlier than VTSMX: RFNFX (23 years) vs VTSMX (33 years). RFNFX (0.33) is less costly to investors than VTSMX (0.14). 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 : 11.42 vs. RFNFX (2.47). VTSMX return over 5 years is better than : 101.50 vs. RFNFX (58.36).
| RFNFX | VTSMX | RFNFX / VTSMX | |
| Total Expense Ratio | 0.33 | 0.14 | 236% |
| Annual Report Gross Expense Ratio | 0.33 | 0.14 | 236% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -0.001 | -0.851 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.72T | 8% |
| Annual Yield % from dividends | 1.33 | 1.26 | 106% |
| Returns for 1 year | 2.47 | 11.42 | 22% |
| Returns for 3 years | 28.92 | 43.31 | 67% |
| Returns for 5 years | 58.36 | 101.50 | 58% |
| Returns for 10 years | 55.84 | 170.93 | 33% |
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