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CFNFX vs VTSMX
CFNFX vs VTSMX Comparison
Open Charts CFNFX vs VTSMX
American Funds Fundamental Invs 529F1
Price$94.84
Change+$0.96 (+1.02%)
VolumeN/A
Net Assets160.23B
Vanguard Total Stock Mkt Idx I
Price$161.05
Change+$1.80 (+1.13%)
VolumeN/A
Net Assets2.02T
CFNFX vs VTSMX Comparison Chart in %
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CFNFX vs. VTSMX commentary
Oct 21, 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. CFNFX (160B). VTSMX (1.04) and CFNFX (1.02) have matching dividends . CFNFX was incepted earlier than VTSMX: CFNFX (23 years) vs VTSMX (34 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 : 13.79 vs. CFNFX (10.47). VTSMX return over 5 years is better than : 84.86 vs. CFNFX (63.24).
| 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 | 34 years | - |
| Gain YTD | 18.766 | 13.012 | 144% |
| 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 | 1.02 | 1.04 | 98% |
| Returns for 1 year | 10.47 | 13.79 | 76% |
| Returns for 3 years | 70.28 | 76.02 | 92% |
| Returns for 5 years | 63.24 | 84.86 | 75% |
| Returns for 10 years | 108.96 | 225.10 | 48% |
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