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RFNEX vs VTSAX
RFNEX vs VTSAX Comparison
Open Charts RFNEX vs VTSAX
American Funds Fundamental Invs R4
Price$94.19
Change-$1.85 (-1.93%)
VolumeN/A
Net Assets163.01B
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
RFNEX vs VTSAX Comparison Chart in %
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RFNEX vs. VTSAX 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 RFNEX is a StrongBuy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. RFNEX (163B). VTSAX pays higher dividends than RFNEX: VTSAX (1.11) vs RFNEX (0.85). RFNEX was incepted earlier than VTSAX: RFNEX (23 years) vs VTSAX (25 years). RFNEX (0.62) is less costly to investors than VTSAX (0.04). RFNEX is a more actively managed with annual turnover of: 28.00 vs. VTSAX (2.00). RFNEX has a lower initial minimum investment than VTSAX: RFNEX (250) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 11.52 vs. RFNEX (10.20). VTSAX return over 5 years is better than : 80.80 vs. RFNEX (52.76).
| RFNEX | VTSAX | RFNEX / VTSAX | |
| Total Expense Ratio | 0.62 | 0.04 | 1,550% |
| Annual Report Gross Expense Ratio | 0.62 | 0.04 | 1,550% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 20.036 | 13.952 | 144% |
| 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 | 0.85 | 1.11 | 77% |
| Returns for 1 year | 10.20 | 11.52 | 89% |
| Returns for 3 years | 57.36 | 66.89 | 86% |
| Returns for 5 years | 52.76 | 80.80 | 65% |
| Returns for 10 years | 92.08 | 225.71 | 41% |
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