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RFNFX vs VTSMX
RFNFX vs VTSMX Comparison
Open Charts RFNFX vs VTSMX
American Funds Fundamental Invs R5
Price$91.31
Change+$0.51 (+0.56%)
VolumeN/A
Net Assets156.2B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
RFNFX vs VTSMX Comparison Chart in %
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RFNFX vs. VTSMX commentary
Sep 09, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. RFNFX (156B). RFNFX pays higher dividends than VTSMX: RFNFX (1.15) vs VTSMX (1.07). RFNFX was incepted earlier than VTSMX: RFNFX (23 years) vs VTSMX (33 years). RFNFX (0.33) is less costly to investors than VTSMX (0.14). RFNFX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). RFNFX has a lower initial minimum investment than VTSMX: RFNFX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 18.03 vs. RFNFX (13.83). VTSMX return over 5 years is better than : 84.94 vs. RFNFX (53.92).
| RFNFX | VTSMX | RFNFX / VTSMX | |
| Total Expense Ratio | 0.33 | 0.14 | 236% |
| Annual Report Gross Expense Ratio | 0.33 | 0.14 | 236% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 13.618 | 10.330 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 1.95T | 8% |
| Annual Yield % from dividends | 1.15 | 1.07 | 108% |
| Returns for 1 year | 13.83 | 18.03 | 77% |
| Returns for 3 years | 56.56 | 63.63 | 89% |
| Returns for 5 years | 53.92 | 84.94 | 63% |
| Returns for 10 years | 90.52 | 224.15 | 40% |
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