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RFNEX vs VTSMX
RFNEX vs VTSMX Comparison
Open Charts RFNEX vs VTSMX
American Funds Fundamental Invs R4
Price$93.93
Change+$0.17 (+0.18%)
VolumeN/A
Net Assets160.23B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
RFNEX vs VTSMX Comparison Chart in %
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RFNEX vs. VTSMX commentary
Oct 21, 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: 2.02T vs. RFNEX (160B). VTSMX pays higher dividends than RFNEX: VTSMX (1.04) vs RFNEX (0.87). 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 : 13.79 vs. RFNEX (9.35). VTSMX return over 5 years is better than : 84.86 vs. RFNEX (54.51).
| 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 | 17.398 | 13.012 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 2.02T | 8% |
| Annual Yield % from dividends | 0.87 | 1.04 | 83% |
| Returns for 1 year | 9.35 | 13.79 | 68% |
| Returns for 3 years | 67.98 | 76.02 | 89% |
| Returns for 5 years | 54.51 | 84.86 | 64% |
| Returns for 10 years | 88.76 | 225.10 | 39% |