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CFNAX vs VSMPX
CFNAX vs VSMPX Comparison
Open Charts CFNAX vs VSMPX
American Funds Fundamental Invs 529A
Price$80.27
Change-$0.12 (-0.15%)
VolumeN/A
Net Assets137.79B
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.89
Change-$0.15 (-0.06%)
VolumeN/A
Net Assets1.72T
CFNAX vs VSMPX Comparison Chart
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CFNAX vs. VSMPX commentary
May 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. CFNAX (138B). VSMPX pays higher dividends than CFNAX: VSMPX (1.37) vs CFNAX (1.05). CFNAX was incepted earlier than VSMPX: CFNAX (23 years) vs VSMPX (10 years). CFNAX (0.62) 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 : 7.97 vs. CFNAX (2.54). VSMPX return over 5 years is better than : 89.26 vs. CFNAX (56.34).
| CFNAX | VSMPX | CFNAX / VSMPX | |
| Total Expense Ratio | 0.62 | 0.02 | 3,100% |
| Annual Report Gross Expense Ratio | 0.62 | 0.02 | 3,100% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | -0.100 | -4.010 | 2% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.72T | 8% |
| Annual Yield % from dividends | 1.05 | 1.37 | 76% |
| Returns for 1 year | 2.54 | 7.97 | 32% |
| Returns for 3 years | 32.12 | 40.13 | 80% |
| Returns for 5 years | 56.34 | 89.26 | 63% |
| Returns for 10 years | 72.28 | 157.38 | 46% |
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