Interact to see
Advertisement
Advertisement
RFNGX vs VTSMX
RFNGX vs VTSMX Comparison
Open Charts RFNGX vs VTSMX
American Funds Fundamental Invs R6
Price$88.51
Change+$0.81 (+0.92%)
VolumeN/A
Net Assets153.19B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
RFNGX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RFNGX 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 RFNGX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. RFNGX (153B). RFNGX pays higher dividends than VTSMX: RFNGX (1.23) vs VTSMX (1.12). RFNGX was incepted earlier than VTSMX: RFNGX (16 years) vs VTSMX (33 years). RFNGX (0.28) is less costly to investors than VTSMX (0.14). RFNGX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). RFNGX has a lower initial minimum investment than VTSMX: RFNGX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. RFNGX (9.02). VTSMX return over 5 years is better than : 95.59 vs. RFNGX (60.58).
| RFNGX | VTSMX | RFNGX / VTSMX | |
| Total Expense Ratio | 0.28 | 0.14 | 200% |
| Annual Report Gross Expense Ratio | 0.28 | 0.14 | 200% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 10.272 | 6.421 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.82T | 8% |
| Annual Yield % from dividends | 1.23 | 1.12 | 110% |
| Returns for 1 year | 9.02 | 13.89 | 65% |
| Returns for 3 years | 54.82 | 62.08 | 88% |
| Returns for 5 years | 60.58 | 95.59 | 63% |
| Returns for 10 years | 76.68 | 198.05 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement