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AFIFX vs VTSMX
AFIFX vs VTSMX Comparison
Open Charts AFIFX vs VTSMX
American Funds Fundamental Invs F1
Price$94.17
Change+$0.16 (+0.17%)
VolumeN/A
Net Assets160.23B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
AFIFX vs VTSMX Comparison Chart in %
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AFIFX vs. VTSMX commentary
Oct 19, 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. AFIFX (160B). VTSMX pays higher dividends than AFIFX: VTSMX (1.04) vs AFIFX (0.85). AFIFX was incepted earlier than VTSMX: AFIFX (25 years) vs VTSMX (34 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 : 13.79 vs. AFIFX (9.35). VTSMX return over 5 years is better than : 84.86 vs. AFIFX (54.48).
| AFIFX | VTSMX | AFIFX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 17.376 | 13.012 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 2.02T | 8% |
| Annual Yield % from dividends | 0.85 | 1.04 | 82% |
| Returns for 1 year | 9.35 | 13.79 | 68% |
| Returns for 3 years | 67.93 | 76.02 | 89% |
| Returns for 5 years | 54.48 | 84.86 | 64% |
| Returns for 10 years | 88.83 | 225.10 | 39% |
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