Ad is loading...
Ad is loading...
AFIFX vs VSMPX
AFIFX vs VSMPX Comparison
Open Charts AFIFX vs VSMPX
American Funds Fundamental Invs F1
Price$86.05
Change-$1.26 (-1.44%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
AFIFX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFIFX vs. VSMPX commentary
Nov 18, 2024
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 AFIFX is a Buy and VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. AFIFX (142B). VSMPX pays higher dividends than AFIFX: VSMPX (1.36) vs AFIFX (0.96). AFIFX was incepted earlier than VSMPX: AFIFX (24 years) vs VSMPX (10 years). AFIFX is a more actively managed with annual turnover of: 28.00 vs. VSMPX (2.00). AFIFX has a lower initial minimum investment than VSMPX: AFIFX (250) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 30.55 vs. AFIFX (25.54). VSMPX return over 5 years is better than : 83.80 vs. AFIFX (40.77).
| AFIFX | VSMPX | AFIFX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 21.159 | 22.437 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.73T | 8% |
| Annual Yield % from dividends | 0.96 | 1.36 | 71% |
| Returns for 1 year | 25.54 | 30.55 | 84% |
| Returns for 3 years | 7.98 | 19.95 | 40% |
| Returns for 5 years | 40.77 | 83.80 | 49% |
| Returns for 10 years | 60.97 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...