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RFNGX vs VTSMX
RFNGX vs VTSMX Comparison
Open Charts RFNGX vs VTSMX
American Funds Fundamental Invs R6
Price$86.44
Change+$0.53 (+0.62%)
VolumeN/A
Net Assets146.4B
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
RFNGX vs VTSMX Comparison Chart
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RFNGX vs. VTSMX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. RFNGX (146B). RFNGX pays higher dividends than VTSMX: RFNGX (1.29) vs VTSMX (1.18). 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 : 10.96 vs. RFNGX (8.91). VTSMX return over 5 years is better than : 80.94 vs. RFNGX (51.83).
| 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 | 7.406 | 0.817 | 907% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146B | 1.82T | 8% |
| Annual Yield % from dividends | 1.29 | 1.18 | 109% |
| Returns for 1 year | 8.91 | 10.96 | 81% |
| Returns for 3 years | 33.36 | 40.34 | 83% |
| Returns for 5 years | 51.83 | 80.94 | 64% |
| Returns for 10 years | 70.38 | 179.94 | 39% |
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