Interact to see
Advertisement
Advertisement
FINFX vs VTSMX
FINFX vs VTSMX Comparison
Open Charts FINFX vs VTSMX
American Funds Fundamental Invs F2
Price$89.88
Change+$0.27 (+0.30%)
VolumeN/A
Net Assets155.1B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
FINFX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FINFX vs. VTSMX commentary
Jul 27, 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 FINFX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. FINFX (155B). FINFX (1.13) and VTSMX (1.12) have matching dividends . FINFX was incepted earlier than VTSMX: FINFX (17 years) vs VTSMX (33 years). FINFX (0.38) is less costly to investors than VTSMX (0.14). FINFX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). FINFX has a lower initial minimum investment than VTSMX: FINFX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. FINFX (14.05). VTSMX return over 5 years is better than : 93.51 vs. FINFX (58.72).
| FINFX | VTSMX | FINFX / VTSMX | |
| Total Expense Ratio | 0.38 | 0.14 | 271% |
| Annual Report Gross Expense Ratio | 0.38 | 0.14 | 271% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 12.001 | 8.287 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 1.91T | 8% |
| Annual Yield % from dividends | 1.13 | 1.12 | 102% |
| Returns for 1 year | 14.05 | 17.75 | 79% |
| Returns for 3 years | 53.23 | 60.60 | 88% |
| Returns for 5 years | 58.72 | 93.51 | 63% |
| Returns for 10 years | 77.41 | 200.97 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement