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RFNCX vs VTSMX
RFNCX vs VTSMX Comparison
Open Charts RFNCX vs VTSMX
American Funds Fundamental Invs R3
Price$89.76
Change-$0.35 (-0.39%)
VolumeN/A
Net Assets155.63B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
RFNCX vs VTSMX Comparison Chart in %
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RFNCX vs. VTSMX commentary
Aug 17, 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: 1.91T vs. RFNCX (156B). VTSMX pays higher dividends than RFNCX: VTSMX (1.09) vs RFNCX (0.65). 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 : 16.21 vs. RFNCX (9.83). VTSMX return over 5 years is better than : 85.82 vs. RFNCX (50.26).
| 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 | 11.860 | 9.266 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 1.91T | 8% |
| Annual Yield % from dividends | 0.65 | 1.09 | 60% |
| Returns for 1 year | 9.83 | 16.21 | 61% |
| Returns for 3 years | 39.57 | 46.80 | 85% |
| Returns for 5 years | 50.26 | 85.82 | 59% |
| Returns for 10 years | 74.27 | 202.54 | 37% |
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