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RFNGX vs VTSMX
RFNGX vs VTSMX Comparison
Open Charts RFNGX vs VTSMX
American Funds Fundamental Invs R6
Price$75.36
Change+$1.48 (+2.00%)
VolumeN/A
Net Assets127.1B
Vanguard Total Stock Mkt Idx I
Price$127.47
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
RFNGX vs VTSMX Comparison Chart
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RFNGX vs. VTSMX commentary
Apr 12, 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 RFNGX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. RFNGX (127B). RFNGX pays higher dividends than VTSMX: RFNGX (1.39) vs VTSMX (1.25). RFNGX was incepted earlier than VTSMX: RFNGX (16 years) vs VTSMX (33 years). RFNGX (0.28) is less costly to investors than VTSMX (0.14). RFNGX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). RFNGX has a lower initial minimum investment than VTSMX: RFNGX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 0.30 vs. RFNGX (-3.65). VTSMX return over 5 years is better than : 85.34 vs. RFNGX (51.41).
| RFNGX | VTSMX | RFNGX / VTSMX | |
| Total Expense Ratio | 0.28 | 0.14 | 200% |
| Annual Report Gross Expense Ratio | 0.28 | 0.14 | 200% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | -6.361 | -11.144 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 1.7T | 7% |
| Annual Yield % from dividends | 1.39 | 1.25 | 111% |
| Returns for 1 year | -3.65 | 0.30 | -1,203% |
| Returns for 3 years | 11.62 | 17.00 | 68% |
| Returns for 5 years | 51.41 | 85.34 | 60% |
| Returns for 10 years | 48.79 | 145.28 | 34% |
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