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RFEBX vs VTSMX
RFEBX vs VTSMX Comparison
Open Charts RFEBX vs VTSMX
American Funds Fundamental Invs R2E
Price$89.35
Change-$0.35 (-0.39%)
VolumeN/A
Net Assets155.63B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
RFEBX vs VTSMX Comparison Chart in %
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RFEBX vs. VTSMX commentary
Aug 17, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. RFEBX (156B). VTSMX pays higher dividends than RFEBX: VTSMX (1.09) vs RFEBX (0.53). RFEBX was incepted earlier than VTSMX: RFEBX (11 years) vs VTSMX (33 years). RFEBX (1.07) is less costly to investors than VTSMX (0.14). RFEBX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). RFEBX has a lower initial minimum investment than VTSMX: RFEBX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.21 vs. RFEBX (9.63). VTSMX return over 5 years is better than : 85.82 vs. RFEBX (49.29).
| RFEBX | VTSMX | RFEBX / VTSMX | |
| Total Expense Ratio | 1.07 | 0.14 | 764% |
| Annual Report Gross Expense Ratio | 1.07 | 0.14 | 764% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 11.747 | 9.266 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 1.91T | 8% |
| Annual Yield % from dividends | 0.53 | 1.09 | 49% |
| Returns for 1 year | 9.63 | 16.21 | 59% |
| Returns for 3 years | 38.96 | 46.80 | 83% |
| Returns for 5 years | 49.29 | 85.82 | 57% |
| Returns for 10 years | 72.46 | 202.54 | 36% |
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