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AFICX vs VTSMX
AFICX vs VTSMX Comparison
Open Charts AFICX vs VTSMX
American Funds Fundamental Invs C
Price$92.33
Change+$0.42 (+0.46%)
VolumeN/A
Net Assets158.21B
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
AFICX vs VTSMX Comparison Chart in %
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AFICX vs. VTSMX commentary
Sep 27, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. AFICX (158B). VTSMX pays higher dividends than AFICX: VTSMX (1.07) vs AFICX (0.29). AFICX was incepted earlier than VTSMX: AFICX (25 years) vs VTSMX (33 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 : 15.63 vs. AFICX (8.65). VTSMX return over 5 years is better than : 96.53 vs. AFICX (56.19).
| 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 | 33 years | - |
| Gain YTD | 15.182 | 12.949 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 1.95T | 8% |
| Annual Yield % from dividends | 0.29 | 1.07 | 27% |
| Returns for 1 year | 8.65 | 15.63 | 55% |
| Returns for 3 years | 67.76 | 80.25 | 84% |
| Returns for 5 years | 56.19 | 96.53 | 58% |
| Returns for 10 years | 96.48 | 249.92 | 39% |
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