Interact to see
Advertisement
Advertisement
RFNCX vs VTSMX
RFNCX vs VTSMX Comparison
Open Charts RFNCX vs VTSMX
American Funds Fundamental Invs R3
Price$93.88
Change+$0.16 (+0.17%)
VolumeN/A
Net Assets159.97B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
RFNCX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RFNCX vs. VTSMX commentary
Oct 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 RFNCX is a StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. RFNCX (160B). VTSMX pays higher dividends than RFNCX: VTSMX (1.04) vs RFNCX (0.62). RFNCX was incepted earlier than VTSMX: RFNCX (23 years) vs VTSMX (34 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 : 13.79 vs. RFNCX (9.02). VTSMX return over 5 years is better than : 84.86 vs. RFNCX (52.79).
| 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 | 34 years | - |
| Gain YTD | 17.108 | 13.012 | 131% |
| 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 | 0.62 | 1.04 | 59% |
| Returns for 1 year | 9.02 | 13.79 | 65% |
| Returns for 3 years | 66.60 | 76.02 | 88% |
| Returns for 5 years | 52.79 | 84.86 | 62% |
| Returns for 10 years | 86.71 | 225.10 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement