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AFIFX vs VTSMX
AFIFX vs VTSMX Comparison
Open Charts AFIFX vs VTSMX
American Funds Fundamental Invs F1
Price$84.23
Change-$0.94 (-1.10%)
VolumeN/A
Net Assets146.66B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
AFIFX vs VTSMX Comparison Chart
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AFIFX vs. VTSMX commentary
Jun 16, 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: 1.82T vs. AFIFX (147B). VTSMX pays higher dividends than AFIFX: VTSMX (1.18) vs AFIFX (0.95). 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 : 10.06 vs. AFIFX (4.96). VTSMX return over 5 years is better than : 91.36 vs. AFIFX (53.44).
| 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 | 4.812 | 1.349 | 357% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 1.82T | 8% |
| Annual Yield % from dividends | 0.95 | 1.18 | 80% |
| Returns for 1 year | 4.96 | 10.06 | 49% |
| Returns for 3 years | 44.27 | 57.59 | 77% |
| Returns for 5 years | 53.44 | 91.36 | 58% |
| Returns for 10 years | 63.29 | 178.92 | 35% |
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