Interact to see
Advertisement
Advertisement
CFNAX vs VTSMX
CFNAX vs VTSMX Comparison
Open Charts CFNAX vs VTSMX
American Funds Fundamental Invs 529A
Price$94.00
Change+$0.17 (+0.18%)
VolumeN/A
Net Assets159.97B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
CFNAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFNAX 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 CFNAX is a StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. CFNAX (160B). VTSMX pays higher dividends than CFNAX: VTSMX (1.04) vs CFNAX (0.88). 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 : 13.79 vs. CFNAX (9.37). VTSMX return over 5 years is better than : 84.86 vs. CFNAX (58.04).
| 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 | 17.414 | 13.012 | 134% |
| Front Load | 4% | 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 | 0.88 | 1.04 | 85% |
| Returns for 1 year | 9.37 | 13.79 | 68% |
| Returns for 3 years | 69.22 | 76.02 | 91% |
| Returns for 5 years | 58.04 | 84.86 | 68% |
| Returns for 10 years | 108.06 | 225.10 | 48% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement