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RFNBX vs VTSMX
RFNBX vs VTSMX Comparison
Open Charts RFNBX vs VTSMX
American Funds Fundamental Invs R2
Price$91.77
Change+$0.12 (+0.13%)
VolumeN/A
Net Assets162.53B
Vanguard Total Stock Mkt Idx I
Price$165.31
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
RFNBX vs VTSMX Comparison Chart in %
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RFNBX vs. VTSMX commentary
Dec 28, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. RFNBX (163B). VTSMX pays higher dividends than RFNBX: VTSMX (1.02) vs RFNBX (0.25). RFNBX was incepted earlier than VTSMX: RFNBX (24 years) vs VTSMX (34 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 : 14.32 vs. RFNBX (11.84). VTSMX return over 5 years is better than : 76.71 vs. RFNBX (36.63).
| RFNBX | VTSMX | RFNBX / VTSMX | |
| Total Expense Ratio | 1.36 | 0.14 | 971% |
| Annual Report Gross Expense Ratio | 1.36 | 0.14 | 971% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 14.715 | 17.313 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 2.06T | 8% |
| Annual Yield % from dividends | 0.25 | 1.02 | 24% |
| Returns for 1 year | 11.84 | 14.32 | 83% |
| Returns for 3 years | 54.81 | 78.67 | 70% |
| Returns for 5 years | 36.63 | 76.71 | 48% |
| Returns for 10 years | 81.18 | 232.18 | 35% |
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