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RFNCX vs VTSMX
RFNCX vs VTSMX Comparison
Open Charts RFNCX vs VTSMX
American Funds Fundamental Invs R3
Price$94.77
Change-$0.22 (-0.23%)
VolumeN/A
Net Assets161.77B
Vanguard Total Stock Mkt Idx I
Price$166.65
Change-$0.30 (-0.18%)
VolumeN/A
Net Assets2.06T
RFNCX vs VTSMX Comparison Chart in %
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RFNCX vs. VTSMX commentary
Jan 14, 2026
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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. RFNCX (162B). VTSMX pays higher dividends than RFNCX: VTSMX (1.02) vs RFNCX (0.38). RFNCX was incepted earlier than VTSMX: RFNCX (24 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 (19.09) and RFNCX (18.54) have marching annual gain over last year. VTSMX return over 5 years is better than : 73.03 vs. RFNCX (39.37).
| RFNCX | VTSMX | RFNCX / VTSMX | |
| Total Expense Ratio | 0.92 | 0.14 | 657% |
| Annual Report Gross Expense Ratio | 0.92 | 0.14 | 657% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 3.724 | 2.133 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 2.06T | 8% |
| Annual Yield % from dividends | 0.38 | 1.02 | 37% |
| Returns for 1 year | 18.54 | 19.09 | 97% |
| Returns for 3 years | 53.94 | 71.65 | 75% |
| Returns for 5 years | 39.37 | 73.03 | 54% |
| Returns for 10 years | 111.43 | 271.99 | 41% |
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