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CFNEX vs VTSMX
CFNEX vs VTSMX Comparison
Open Charts CFNEX vs VTSMX
American Funds Fundamental Invs 529E
Price$93.88
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
CFNEX vs VTSMX Comparison Chart in %
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CFNEX 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 CFNEX is a StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. CFNEX (160B). VTSMX pays higher dividends than CFNEX: VTSMX (1.04) vs CFNEX (0.67). CFNEX was incepted earlier than VTSMX: CFNEX (24 years) vs VTSMX (34 years). CFNEX (0.86) is less costly to investors than VTSMX (0.14). CFNEX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). CFNEX has a lower initial minimum investment than VTSMX: CFNEX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.79 vs. CFNEX (9.09). VTSMX return over 5 years is better than : 84.86 vs. CFNEX (56.14).
| CFNEX | VTSMX | CFNEX / VTSMX | |
| Total Expense Ratio | 0.86 | 0.14 | 614% |
| Annual Report Gross Expense Ratio | 0.86 | 0.14 | 614% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 17.171 | 13.012 | 132% |
| 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 | 0.67 | 1.04 | 65% |
| Returns for 1 year | 9.09 | 13.79 | 66% |
| Returns for 3 years | 68.00 | 76.02 | 89% |
| Returns for 5 years | 56.14 | 84.86 | 66% |
| Returns for 10 years | 103.18 | 225.10 | 46% |
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