Interact to see
Advertisement
Advertisement
AFICX vs VTSMX
AFICX vs VTSMX Comparison
Open Charts AFICX vs VTSMX
American Funds Fundamental Invs C
Price$93.78
Change-$1.84 (-1.92%)
VolumeN/A
Net Assets163.01B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
AFICX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFICX vs. VTSMX commentary
Nov 14, 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. AFICX (163B). VTSMX pays higher dividends than AFICX: VTSMX (1.02) vs AFICX (0.26). AFICX was incepted earlier than VTSMX: AFICX (25 years) vs VTSMX (34 years). AFICX (1.33) is less costly to investors than VTSMX (0.14). AFICX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). AFICX has a lower initial minimum investment than VTSMX: AFICX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. AFICX (7.61). VTSMX return over 5 years is better than : 83.98 vs. AFICX (45.79).
| AFICX | VTSMX | AFICX / VTSMX | |
| Total Expense Ratio | 1.33 | 0.14 | 950% |
| Annual Report Gross Expense Ratio | 1.33 | 0.14 | 950% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 16.991 | 15.972 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 2.05T | 8% |
| Annual Yield % from dividends | 0.26 | 1.02 | 26% |
| Returns for 1 year | 7.61 | 13.42 | 57% |
| Returns for 3 years | 52.73 | 68.22 | 77% |
| Returns for 5 years | 45.79 | 83.98 | 55% |
| Returns for 10 years | 80.75 | 235.40 | 34% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement