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CFNAX vs VSMPX
CFNAX vs VSMPX Comparison
Open Charts CFNAX vs VSMPX
American Funds Fundamental Invs 529A
Price$77.71
Change-$2.21 (-2.77%)
VolumeN/A
Net Assets138.5B
Vanguard Total Stock Mkt Idx Instl Pls
Price$251.68
Change-$7.17 (-2.77%)
VolumeN/A
Net Assets1.81T
CFNAX vs VSMPX Comparison Chart
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CFNAX vs. VSMPX commentary
Mar 11, 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 CFNAX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. CFNAX (138B). VSMPX pays higher dividends than CFNAX: VSMPX (1.25) vs CFNAX (1.01). CFNAX was incepted earlier than VSMPX: CFNAX (23 years) vs VSMPX (10 years). CFNAX (0.64) is less costly to investors than VSMPX (0.02). CFNAX is a more actively managed with annual turnover of: 28.00 vs. VSMPX (2.00). CFNAX has a lower initial minimum investment than VSMPX: CFNAX (250) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.85 vs. CFNAX (3.31). VSMPX return over 5 years is better than : 88.89 vs. CFNAX (49.96).
| CFNAX | VSMPX | CFNAX / VSMPX | |
| Total Expense Ratio | 0.64 | 0.02 | 3,200% |
| Annual Report Gross Expense Ratio | 0.64 | 0.02 | 3,200% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | -0.745 | -2.166 | 34% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.81T | 8% |
| Annual Yield % from dividends | 1.01 | 1.25 | 80% |
| Returns for 1 year | 3.31 | 10.85 | 30% |
| Returns for 3 years | 25.27 | 35.28 | 72% |
| Returns for 5 years | 49.96 | 88.89 | 56% |
| Returns for 10 years | 75.05 | N/A | - |
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