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RFNHX vs VTSMX
RFNHX vs VTSMX Comparison
Open Charts RFNHX vs VTSMX
American Funds Fundamental Invs R5E
Price$89.87
Change-$0.35 (-0.39%)
VolumeN/A
Net Assets155.63B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
RFNHX vs VTSMX Comparison Chart in %
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RFNHX vs. VTSMX commentary
Aug 18, 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 (156B). VTSMX (1.09) and RFNHX (1.08) 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 : 16.21 vs. RFNHX (10.38). VTSMX return over 5 years is better than : 85.82 vs. RFNHX (52.89).
| 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 | 12.219 | 9.266 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 1.91T | 8% |
| Annual Yield % from dividends | 1.08 | 1.09 | 99% |
| Returns for 1 year | 10.38 | 16.21 | 64% |
| Returns for 3 years | 41.32 | 46.80 | 88% |
| Returns for 5 years | 52.89 | 85.82 | 62% |
| Returns for 10 years | N/A | 202.54 | - |
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