Interact to see
Advertisement
Advertisement
RFNHX vs VTSMX
RFNHX vs VTSMX Comparison
Open Charts RFNHX vs VTSMX
American Funds Fundamental Invs R5E
Price$89.68
Change+$0.28 (+0.31%)
VolumeN/A
Net Assets155.1B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
RFNHX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RFNHX vs. VTSMX commentary
Jul 27, 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 RFNHX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. RFNHX (155B). VTSMX (1.12) and RFNHX (1.10) have matching dividends . RFNHX was incepted earlier than VTSMX: RFNHX (10 years) vs VTSMX (33 years). RFNHX (0.42) is less costly to investors than VTSMX (0.14). RFNHX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). RFNHX has a lower initial minimum investment than VTSMX: RFNHX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. RFNHX (13.99). VTSMX return over 5 years is better than : 93.51 vs. RFNHX (58.36).
| RFNHX | VTSMX | RFNHX / VTSMX | |
| Total Expense Ratio | 0.42 | 0.14 | 300% |
| Annual Report Gross Expense Ratio | 0.42 | 0.14 | 300% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 11.981 | 8.287 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 1.91T | 8% |
| Annual Yield % from dividends | 1.10 | 1.12 | 99% |
| Returns for 1 year | 13.99 | 17.75 | 79% |
| Returns for 3 years | 53.01 | 60.60 | 87% |
| Returns for 5 years | 58.36 | 93.51 | 62% |
| Returns for 10 years | N/A | 200.97 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement