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CFNAX vs VSMPX
CFNAX vs VSMPX Comparison
Open Charts CFNAX vs VSMPX
American Funds Fundamental Invs 529A
Price$80.81
Change-$9.17 (-10.19%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$8.59 (-3.14%)
VolumeN/A
CapitalizationN/A
CFNAX vs VSMPX Comparison Chart
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CFNAX vs. VSMPX commentary
Dec 19, 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 CFNAX is a StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. CFNAX (147B). VSMPX pays higher dividends than CFNAX: VSMPX (1.36) vs CFNAX (0.98). CFNAX was incepted earlier than VSMPX: CFNAX (23 years) vs VSMPX (10 years). 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). CFNAX annual gain was more profitable for investors over the last year : 28.35 vs. VSMPX (26.92). VSMPX return over 5 years is better than : 84.20 vs. CFNAX (48.20).
| CFNAX | VSMPX | CFNAX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 26.911 | 26.405 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 1.84T | 8% |
| Annual Yield % from dividends | 0.98 | 1.36 | 72% |
| Returns for 1 year | 28.35 | 26.92 | 105% |
| Returns for 3 years | 26.63 | 27.92 | 95% |
| Returns for 5 years | 48.20 | 84.20 | 57% |
| Returns for 10 years | 86.36 | N/A | - |
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