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RFNBX vs VTSMX
RFNBX vs VTSMX Comparison
Open Charts RFNBX vs VTSMX
American Funds Fundamental Invs R2
Price$93.35
Change+$0.17 (+0.18%)
VolumeN/A
Net Assets159.97B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
RFNBX vs VTSMX Comparison Chart in %
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RFNBX vs. VTSMX commentary
Oct 18, 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. RFNBX (160B). VTSMX pays higher dividends than RFNBX: VTSMX (1.04) vs RFNBX (0.26). RFNBX was incepted earlier than VTSMX: RFNBX (23 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 : 13.79 vs. RFNBX (8.50). VTSMX return over 5 years is better than : 84.86 vs. RFNBX (50.10).
| 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 | 34 years | - |
| Gain YTD | 16.690 | 13.012 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 2.02T | 8% |
| Annual Yield % from dividends | 0.26 | 1.04 | 25% |
| Returns for 1 year | 8.50 | 13.79 | 62% |
| Returns for 3 years | 64.49 | 76.02 | 85% |
| Returns for 5 years | 50.10 | 84.86 | 59% |
| Returns for 10 years | 83.30 | 225.10 | 37% |
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