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RFNHX vs VSTSX
RFNHX vs VSTSX Comparison
Open Charts RFNHX vs VSTSX
American Funds Fundamental Invs R5E
Price$73.66
Change-$2.38 (-3.13%)
VolumeN/A
Net Assets131.23B
Vanguard Total Stock Mkt Idx Instl Sel
Price$246.68
Change-$9.07 (-3.55%)
VolumeN/A
Net Assets1.7T
RFNHX vs VSTSX Comparison Chart
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RFNHX vs. VSTSX commentary
Apr 11, 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 RFNHX is a Buy and VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. RFNHX (131B). VSTSX pays higher dividends than RFNHX: VSTSX (1.37) vs RFNHX (1.25). RFNHX was incepted earlier than VSTSX: RFNHX (9 years) vs VSTSX (9 years). RFNHX (0.43) is less costly to investors than VSTSX (0.01). RFNHX is a more actively managed with annual turnover of: 28.00 vs. VSTSX (2.00). RFNHX has a lower initial minimum investment than VSTSX: RFNHX (250) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 4.75 vs. RFNHX (-1.99). VSTSX return over 5 years is better than : 92.30 vs. RFNHX (52.38).
| RFNHX | VSTSX | RFNHX / VSTSX | |
| Total Expense Ratio | 0.43 | 0.01 | 4,300% |
| Annual Report Gross Expense Ratio | 0.43 | 0.01 | 4,300% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | -5.272 | -7.875 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.7T | 8% |
| Annual Yield % from dividends | 1.25 | 1.37 | 92% |
| Returns for 1 year | -1.99 | 4.75 | -42% |
| Returns for 3 years | 12.08 | 21.04 | 57% |
| Returns for 5 years | 52.38 | 92.30 | 57% |
| Returns for 10 years | N/A | N/A | - |