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AFIFX vs VTSMX
AFIFX vs VTSMX Comparison
Open Charts AFIFX vs VTSMX
American Funds Fundamental Invs F1
Price$89.87
Change+$0.27 (+0.30%)
VolumeN/A
Net Assets155.1B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
AFIFX vs VTSMX Comparison Chart in %
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AFIFX vs. VTSMX commentary
Jul 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 AFIFX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. AFIFX (155B). VTSMX pays higher dividends than AFIFX: VTSMX (1.12) vs AFIFX (0.90). AFIFX was incepted earlier than VTSMX: AFIFX (24 years) vs VTSMX (33 years). AFIFX (0.65) is less costly to investors than VTSMX (0.14). AFIFX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). AFIFX has a lower initial minimum investment than VTSMX: AFIFX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. AFIFX (13.76). VTSMX return over 5 years is better than : 93.51 vs. AFIFX (57.25).
| AFIFX | VTSMX | AFIFX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 11.830 | 8.287 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 1.91T | 8% |
| Annual Yield % from dividends | 0.90 | 1.12 | 81% |
| Returns for 1 year | 13.76 | 17.75 | 77% |
| Returns for 3 years | 52.23 | 60.60 | 86% |
| Returns for 5 years | 57.25 | 93.51 | 61% |
| Returns for 10 years | 75.81 | 200.97 | 38% |
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