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RFNHX vs VTSAX
RFNHX vs VTSAX Comparison
Open Charts RFNHX vs VTSAX
American Funds Fundamental Invs R5E
Price$80.24
Change-$0.13 (-0.16%)
VolumeN/A
Net Assets137.79B
Vanguard Total Stock Mkt Idx Adm
Price$135.32
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
RFNHX vs VTSAX Comparison Chart
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RFNHX vs. VTSAX commentary
May 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. RFNHX (138B). VTSAX pays higher dividends than RFNHX: VTSAX (1.36) vs RFNHX (1.24). RFNHX was incepted earlier than VTSAX: RFNHX (9 years) vs VTSAX (25 years). RFNHX (0.42) is less costly to investors than VTSAX (0.04). RFNHX is a more actively managed with annual turnover of: 28.00 vs. VTSAX (2.00). RFNHX has a lower initial minimum investment than VTSAX: RFNHX (250) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 7.95 vs. RFNHX (2.73). VTSAX return over 5 years is better than : 89.19 vs. RFNHX (52.98).
| RFNHX | VTSAX | RFNHX / VTSAX | |
| Total Expense Ratio | 0.42 | 0.04 | 1,050% |
| Annual Report Gross Expense Ratio | 0.42 | 0.04 | 1,050% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -0.040 | -4.018 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.72T | 8% |
| Annual Yield % from dividends | 1.24 | 1.36 | 91% |
| Returns for 1 year | 2.73 | 7.95 | 34% |
| Returns for 3 years | 31.01 | 40.09 | 77% |
| Returns for 5 years | 52.98 | 89.19 | 59% |
| Returns for 10 years | N/A | 165.84 | - |
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