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RFNBX vs VTSMX
RFNBX vs VTSMX Comparison
Open Charts RFNBX vs VTSMX
American Funds Fundamental Invs R2
Price$93.56
Change-$1.84 (-1.93%)
VolumeN/A
Net Assets163.01B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
RFNBX vs VTSMX Comparison Chart in %
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RFNBX vs. VTSMX commentary
Nov 14, 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: 2.05T 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 : 13.42 vs. RFNBX (9.35). VTSMX return over 5 years is better than : 83.98 vs. RFNBX (48.40).
| 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 | 19.253 | 15.972 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 2.05T | 8% |
| Annual Yield % from dividends | 0.25 | 1.02 | 25% |
| Returns for 1 year | 9.35 | 13.42 | 70% |
| Returns for 3 years | 54.08 | 68.22 | 79% |
| Returns for 5 years | 48.40 | 83.98 | 58% |
| Returns for 10 years | 86.53 | 235.40 | 37% |
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