RFNEX
Price
$88.22
Change
+$0.81 (+0.93%)
Updated
Jul 3 closing price
Net Assets
153.19B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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RFNEX vs VTSMX

Header iconRFNEX vs VTSMX Comparison
Open Charts RFNEX vs VTSMXBanner chart's image
American Funds Fundamental Invs R4
Price$88.22
Change+$0.81 (+0.93%)
VolumeN/A
Net Assets153.19B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
RFNEX vs VTSMX Comparison Chart in %
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RFNEX vs. VTSMX commentary
Jul 07, 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 Buy and VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. RFNEX (153B). VTSMX pays higher dividends than RFNEX: VTSMX (1.12) vs RFNEX (0.92). RFNEX was incepted earlier than VTSMX: RFNEX (23 years) vs VTSMX (33 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 : 13.89 vs. RFNEX (8.60). VTSMX return over 5 years is better than : 95.59 vs. RFNEX (58.53).
RFNEXVTSMXRFNEX / VTSMX
Total Expense Ratio0.620.14443%
Annual Report Gross Expense Ratio0.620.14443%
Fund Existence23 years33 years-
Gain YTD10.0756.421157%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets153B1.82T8%
Annual Yield % from dividends0.921.1283%
Returns for 1 year8.6013.8962%
Returns for 3 years53.4262.0886%
Returns for 5 years58.5395.5961%
Returns for 10 years74.36198.0538%
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