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RFEBX vs VTSAX
RFEBX vs VTSAX Comparison
Open Charts RFEBX vs VTSAX
American Funds Fundamental Invs R2E
Price$87.80
Change+$0.80 (+0.92%)
VolumeN/A
Net Assets153.19B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
RFEBX vs VTSAX Comparison Chart in %
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RFEBX vs. VTSAX commentary
Jul 08, 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 RFEBX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. RFEBX (153B). VTSAX pays higher dividends than RFEBX: VTSAX (1.21) vs RFEBX (0.54). RFEBX was incepted earlier than VTSAX: RFEBX (11 years) vs VTSAX (25 years). RFEBX (1.07) is less costly to investors than VTSAX (0.04). RFEBX is a more actively managed with annual turnover of: 28.00 vs. VTSAX (2.00). RFEBX has a lower initial minimum investment than VTSAX: RFEBX (250) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. RFEBX (8.08). VTSAX return over 5 years is better than : 95.62 vs. RFEBX (55.89).
| RFEBX | VTSAX | RFEBX / VTSAX | |
| Total Expense Ratio | 1.07 | 0.04 | 2,675% |
| Annual Report Gross Expense Ratio | 1.07 | 0.04 | 2,675% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 9.808 | 6.416 | 153% |
| 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 | 0.54 | 1.21 | 45% |
| Returns for 1 year | 8.08 | 13.89 | 58% |
| Returns for 3 years | 51.59 | 62.12 | 83% |
| Returns for 5 years | 55.89 | 95.62 | 58% |
| Returns for 10 years | 70.76 | 198.69 | 36% |
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