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RFNGX vs VTSMX
RFNGX vs VTSMX Comparison
Open Charts RFNGX vs VTSMX
American Funds Fundamental Invs R6
Price$80.99
Change-$9.26 (-10.26%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
RFNGX vs VTSMX Comparison Chart
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RFNGX vs. VTSMX commentary
Dec 19, 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 RFNGX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. RFNGX (147B). RFNGX (1.28) and VTSMX (1.26) have matching dividends . RFNGX was incepted earlier than VTSMX: RFNGX (16 years) vs VTSMX (33 years). 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). RFNGX annual gain was more profitable for investors over the last year : 28.81 vs. VTSMX (26.90). VTSMX return over 5 years is better than : 84.16 vs. RFNGX (44.06).
| RFNGX | VTSMX | RFNGX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 27.347 | 26.352 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 1.84T | 8% |
| Annual Yield % from dividends | 1.28 | 1.26 | 101% |
| Returns for 1 year | 28.81 | 26.90 | 107% |
| Returns for 3 years | 25.63 | 27.88 | 92% |
| Returns for 5 years | 44.06 | 84.16 | 52% |
| Returns for 10 years | 69.73 | 192.04 | 36% |
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