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RFNCX vs VTSMX
RFNCX vs VTSMX Comparison
Open Charts RFNCX vs VTSMX
American Funds Fundamental Invs R3
Price$88.18
Change+$0.80 (+0.92%)
VolumeN/A
Net Assets153.19B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
RFNCX vs VTSMX Comparison Chart in %
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RFNCX vs. VTSMX commentary
Jul 07, 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 RFNCX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. RFNCX (153B). VTSMX pays higher dividends than RFNCX: VTSMX (1.12) vs RFNCX (0.66). RFNCX was incepted earlier than VTSMX: RFNCX (23 years) vs VTSMX (33 years). RFNCX (0.92) is less costly to investors than VTSMX (0.14). RFNCX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). RFNCX has a lower initial minimum investment than VTSMX: RFNCX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. RFNCX (8.27). VTSMX return over 5 years is better than : 95.59 vs. RFNCX (56.86).
| RFNCX | VTSMX | RFNCX / VTSMX | |
| Total Expense Ratio | 0.92 | 0.14 | 657% |
| Annual Report Gross Expense Ratio | 0.92 | 0.14 | 657% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 9.891 | 6.421 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.82T | 8% |
| Annual Yield % from dividends | 0.66 | 1.12 | 59% |
| Returns for 1 year | 8.27 | 13.89 | 60% |
| Returns for 3 years | 52.26 | 62.08 | 84% |
| Returns for 5 years | 56.86 | 95.59 | 59% |
| Returns for 10 years | 72.57 | 198.05 | 37% |
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