Interact to see
Advertisement
Advertisement
CFNAX vs VTSMX
CFNAX vs VTSMX Comparison
Open Charts CFNAX vs VTSMX
American Funds Fundamental Invs 529A
Price$94.26
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
CFNAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFNAX 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 CFNAX is a StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. CFNAX (163B). VTSMX pays higher dividends than CFNAX: VTSMX (1.02) vs CFNAX (0.86). CFNAX was incepted earlier than VTSMX: CFNAX (24 years) vs VTSMX (34 years). CFNAX (0.62) is less costly to investors than VTSMX (0.14). CFNAX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). CFNAX has a lower initial minimum investment than VTSMX: CFNAX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. CFNAX (10.22). VTSMX return over 5 years is better than : 83.98 vs. CFNAX (56.25).
| CFNAX | VTSMX | CFNAX / VTSMX | |
| Total Expense Ratio | 0.62 | 0.14 | 443% |
| Annual Report Gross Expense Ratio | 0.62 | 0.14 | 443% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 20.050 | 15.972 | 126% |
| Front Load | 4% | 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 | 0.86 | 1.02 | 85% |
| Returns for 1 year | 10.22 | 13.42 | 76% |
| Returns for 3 years | 58.53 | 68.22 | 86% |
| Returns for 5 years | 56.25 | 83.98 | 67% |
| Returns for 10 years | 111.71 | 235.40 | 47% |