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CFNEX vs VTSMX
CFNEX vs VTSMX Comparison
Open Charts CFNEX vs VTSMX
American Funds Fundamental Invs 529E
Price$88.18
Change+$0.80 (+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
CFNEX vs VTSMX Comparison Chart in %
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CFNEX vs. VTSMX commentary
Jul 07, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. CFNEX (153B). VTSMX pays higher dividends than CFNEX: VTSMX (1.12) vs CFNEX (0.72). CFNEX was incepted earlier than VTSMX: CFNEX (23 years) vs VTSMX (33 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 : 13.89 vs. CFNEX (8.35). VTSMX return over 5 years is better than : 95.59 vs. CFNEX (60.65).
| CFNEX | VTSMX | CFNEX / VTSMX | |
| Total Expense Ratio | 0.86 | 0.14 | 614% |
| Annual Report Gross Expense Ratio | 0.86 | 0.14 | 614% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 9.935 | 6.421 | 155% |
| 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 | 0.72 | 1.12 | 65% |
| Returns for 1 year | 8.35 | 13.89 | 60% |
| Returns for 3 years | 53.83 | 62.08 | 87% |
| Returns for 5 years | 60.65 | 95.59 | 63% |
| Returns for 10 years | 88.20 | 198.05 | 45% |
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