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RFNHX vs VTSMX
RFNHX vs VTSMX Comparison
Open Charts RFNHX vs VTSMX
American Funds Fundamental Invs R5E
Price$88.24
Change+$0.80 (+0.91%)
VolumeN/A
Net Assets153.19B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
RFNHX vs VTSMX Comparison Chart in %
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RFNHX 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 RFNHX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. RFNHX (153B). 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 : 13.89 vs. RFNHX (8.82). VTSMX return over 5 years is better than : 95.59 vs. RFNHX (59.62).
| 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 | 10.183 | 6.421 | 159% |
| 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 | 1.10 | 1.12 | 99% |
| Returns for 1 year | 8.82 | 13.89 | 64% |
| Returns for 3 years | 54.17 | 62.08 | 87% |
| Returns for 5 years | 59.62 | 95.59 | 62% |
| Returns for 10 years | N/A | 198.05 | - |