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AFIFX vs VTSMX
AFIFX vs VTSMX Comparison
Open Charts AFIFX vs VTSMX
American Funds Fundamental Invs F1
Price$94.44
Change-$1.85 (-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
AFIFX vs VTSMX Comparison Chart in %
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AFIFX 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 AFIFX is a StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. AFIFX (163B). VTSMX pays higher dividends than AFIFX: VTSMX (1.02) vs AFIFX (0.83). 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 : 13.42 vs. AFIFX (8.41). VTSMX return over 5 years is better than : 83.98 vs. AFIFX (49.82).
| 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 | 17.712 | 15.972 | 111% |
| 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 | 0.83 | 1.02 | 82% |
| Returns for 1 year | 8.41 | 13.42 | 63% |
| Returns for 3 years | 55.79 | 68.22 | 82% |
| Returns for 5 years | 49.82 | 83.98 | 59% |
| Returns for 10 years | 85.75 | 235.40 | 36% |
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