Interact to see
Advertisement
Advertisement
RFNEX vs VTSMX
RFNEX vs VTSMX Comparison
Open Charts RFNEX vs VTSMX
American Funds Fundamental Invs R4
Price$94.51
Change-$0.30 (-0.32%)
VolumeN/A
Net Assets161.77B
Vanguard Total Stock Mkt Idx I
Price$165.91
Change-$0.74 (-0.44%)
VolumeN/A
Net Assets2.06T
RFNEX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RFNEX vs. VTSMX commentary
Jan 15, 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 RFNEX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. RFNEX (162B). VTSMX pays higher dividends than RFNEX: VTSMX (1.02) vs RFNEX (0.64). 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 (18.29) and RFNEX (17.89) have marching annual gain over last year. VTSMX return over 5 years is better than : 73.62 vs. RFNEX (41.53).
| 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 | 3.166 | 1.679 | 189% |
| 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 | 0.64 | 1.02 | 63% |
| Returns for 1 year | 17.89 | 18.29 | 98% |
| Returns for 3 years | 54.47 | 70.89 | 77% |
| Returns for 5 years | 41.53 | 73.62 | 56% |
| Returns for 10 years | 112.76 | 270.34 | 42% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers