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CFNFX vs VTSMX
CFNFX vs VTSMX Comparison
Open Charts CFNFX vs VTSMX
American Funds Fundamental Invs 529F1
Price$83.95
Change-$0.94 (-1.11%)
VolumeN/A
Net Assets146.66B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
CFNFX vs VTSMX Comparison Chart
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CFNFX vs. VTSMX commentary
Jun 15, 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 CFNFX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. CFNFX (147B). VTSMX (1.18) and CFNFX (1.14) have matching dividends . CFNFX was incepted earlier than VTSMX: CFNFX (23 years) vs VTSMX (33 years). CFNFX (0.70) is less costly to investors than VTSMX (0.14). CFNFX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). CFNFX has a lower initial minimum investment than VTSMX: CFNFX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. CFNFX (5.13). VTSMX return over 5 years is better than : 91.36 vs. CFNFX (59.23).
| CFNFX | VTSMX | CFNFX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 4.904 | 1.349 | 364% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 1.82T | 8% |
| Annual Yield % from dividends | 1.14 | 1.18 | 96% |
| Returns for 1 year | 5.13 | 10.06 | 51% |
| Returns for 3 years | 46.83 | 57.59 | 81% |
| Returns for 5 years | 59.23 | 91.36 | 65% |
| Returns for 10 years | 84.47 | 178.92 | 47% |
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