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AFICX vs VTSAX
AFICX vs VTSAX Comparison
Open Charts AFICX vs VTSAX
American Funds Fundamental Invs C
Price$87.91
Change+$0.80 (+0.92%)
VolumeN/A
Net Assets153.19B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
AFICX vs VTSAX Comparison Chart in %
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AFICX vs. VTSAX commentary
Jul 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 AFICX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. AFICX (153B). VTSAX pays higher dividends than AFICX: VTSAX (1.21) vs AFICX (0.30). AFICX was incepted earlier than VTSAX: AFICX (24 years) vs VTSAX (25 years). AFICX (1.33) is less costly to investors than VTSAX (0.04). AFICX is a more actively managed with annual turnover of: 28.00 vs. VTSAX (2.00). AFICX has a lower initial minimum investment than VTSAX: AFICX (250) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. AFICX (7.82). VTSAX return over 5 years is better than : 95.62 vs. AFICX (54.52).
| AFICX | VTSAX | AFICX / VTSAX | |
| Total Expense Ratio | 1.33 | 0.04 | 3,325% |
| Annual Report Gross Expense Ratio | 1.33 | 0.04 | 3,325% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 9.668 | 6.416 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.82T | 8% |
| Annual Yield % from dividends | 0.30 | 1.21 | 25% |
| Returns for 1 year | 7.82 | 13.89 | 56% |
| Returns for 3 years | 50.64 | 62.12 | 82% |
| Returns for 5 years | 54.52 | 95.62 | 57% |
| Returns for 10 years | 70.02 | 198.69 | 35% |
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