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RFNBX vs VTSMX
RFNBX vs VTSMX Comparison
Open Charts RFNBX vs VTSMX
American Funds Fundamental Invs R2
Price$89.23
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
RFNBX vs VTSMX Comparison Chart in %
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RFNBX vs. VTSMX commentary
Aug 19, 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 RFNBX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. RFNBX (156B). VTSMX pays higher dividends than RFNBX: VTSMX (1.09) vs RFNBX (0.28). RFNBX was incepted earlier than VTSMX: RFNBX (23 years) vs VTSMX (33 years). RFNBX (1.36) is less costly to investors than VTSMX (0.14). RFNBX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). RFNBX has a lower initial minimum investment than VTSMX: RFNBX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.21 vs. RFNBX (9.29). VTSMX return over 5 years is better than : 85.82 vs. RFNBX (47.76).
| RFNBX | VTSMX | RFNBX / VTSMX | |
| Total Expense Ratio | 1.36 | 0.14 | 971% |
| Annual Report Gross Expense Ratio | 1.36 | 0.14 | 971% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 11.540 | 9.266 | 125% |
| 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 | 0.28 | 1.09 | 25% |
| Returns for 1 year | 9.29 | 16.21 | 57% |
| Returns for 3 years | 37.93 | 46.80 | 81% |
| Returns for 5 years | 47.76 | 85.82 | 56% |
| Returns for 10 years | 71.27 | 202.54 | 35% |
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