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RFNEX vs VTSMX
RFNEX vs VTSMX Comparison
Open Charts RFNEX vs VTSMX
American Funds Fundamental Invs R4
Price$94.19
Change-$1.85 (-1.93%)
VolumeN/A
Net Assets163.01B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
RFNEX vs VTSMX Comparison Chart in %
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RFNEX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. RFNEX (163B). VTSMX pays higher dividends than RFNEX: VTSMX (1.02) vs RFNEX (0.85). RFNEX was incepted earlier than VTSMX: RFNEX (23 years) vs VTSMX (34 years). RFNEX (0.62) is less costly to investors than VTSMX (0.14). RFNEX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). RFNEX has a lower initial minimum investment than VTSMX: RFNEX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. RFNEX (10.20). VTSMX return over 5 years is better than : 83.98 vs. RFNEX (52.76).
| RFNEX | VTSMX | RFNEX / VTSMX | |
| Total Expense Ratio | 0.62 | 0.14 | 443% |
| Annual Report Gross Expense Ratio | 0.62 | 0.14 | 443% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 20.036 | 15.972 | 125% |
| 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 | 1.02 | 83% |
| Returns for 1 year | 10.20 | 13.42 | 76% |
| Returns for 3 years | 57.36 | 68.22 | 84% |
| Returns for 5 years | 52.76 | 83.98 | 63% |
| Returns for 10 years | 92.08 | 235.40 | 39% |
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