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AFIFX vs VTSMX
AFIFX vs VTSMX Comparison
Open Charts AFIFX vs VTSMX
American Funds Fundamental Invs F1
Price$88.45
Change+$0.81 (+0.92%)
VolumeN/A
Net Assets153.19B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
AFIFX vs VTSMX Comparison Chart in %
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AFIFX vs. VTSMX commentary
Jul 06, 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 (153B). 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 : 13.89 vs. AFIFX (8.61). VTSMX return over 5 years is better than : 95.59 vs. AFIFX (58.51).
| 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 | 10.063 | 6.421 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.82T | 8% |
| Annual Yield % from dividends | 0.90 | 1.12 | 81% |
| Returns for 1 year | 8.61 | 13.89 | 62% |
| Returns for 3 years | 53.39 | 62.08 | 86% |
| Returns for 5 years | 58.51 | 95.59 | 61% |
| Returns for 10 years | 74.44 | 198.05 | 38% |
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