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FUNFX vs VITSX
FUNFX vs VITSX Comparison
Open Charts FUNFX vs VITSX
American Funds Fundamental Invs F3
Price$81.18
Change+$0.75 (+0.93%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Market Idx I
Price$142.71
Change+$1.56 (+1.11%)
VolumeN/A
CapitalizationN/A
FUNFX vs VITSX Comparison Chart
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FUNFX vs. VITSX commentary
Dec 23, 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 FUNFX is a Buy and VITSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.84T vs. FUNFX (142B). VITSX pays higher dividends than FUNFX: VITSX (1.36) vs FUNFX (1.28). FUNFX was incepted earlier than VITSX: FUNFX (8 years) vs VITSX (27 years). FUNFX is a more actively managed with annual turnover of: 28.00 vs. VITSX (2.00). FUNFX has a lower initial minimum investment than VITSX: FUNFX (1000000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 24.27 vs. FUNFX (16.08). VITSX return over 5 years is better than : 79.24 vs. FUNFX (37.33).
| FUNFX | VITSX | FUNFX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 15.239 | 23.632 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.84T | 8% |
| Annual Yield % from dividends | 1.28 | 1.36 | 94% |
| Returns for 1 year | 16.08 | 24.27 | 66% |
| Returns for 3 years | 12.55 | 24.15 | 52% |
| Returns for 5 years | 37.33 | 79.24 | 47% |
| Returns for 10 years | N/A | 184.73 | - |
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