Interact to see
Advertisement
Advertisement
RFNFX vs VTSAX
RFNFX vs VTSAX Comparison
Open Charts RFNFX vs VTSAX
American Funds Fundamental Invs R5
Price$84.36
Change-$0.94 (-1.10%)
VolumeN/A
Net Assets146.66B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
RFNFX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RFNFX vs. VTSAX commentary
Jun 16, 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 RFNFX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. RFNFX (147B). VTSAX (1.28) and RFNFX (1.24) have matching dividends . RFNFX was incepted earlier than VTSAX: RFNFX (23 years) vs VTSAX (25 years). RFNFX (0.33) is less costly to investors than VTSAX (0.04). RFNFX is a more actively managed with annual turnover of: 28.00 vs. VTSAX (2.00). RFNFX has a lower initial minimum investment than VTSAX: RFNFX (250) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 10.07 vs. RFNFX (5.30). VTSAX return over 5 years is better than : 91.40 vs. RFNFX (55.08).
| RFNFX | VTSAX | RFNFX / VTSAX | |
| Total Expense Ratio | 0.33 | 0.04 | 825% |
| Annual Report Gross Expense Ratio | 0.33 | 0.04 | 825% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 4.970 | 1.365 | 364% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 1.82T | 8% |
| Annual Yield % from dividends | 1.24 | 1.28 | 97% |
| Returns for 1 year | 5.30 | 10.07 | 53% |
| Returns for 3 years | 45.32 | 57.61 | 79% |
| Returns for 5 years | 55.08 | 91.40 | 60% |
| Returns for 10 years | 65.09 | 179.53 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement