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FUNFX vs VITSX
FUNFX vs VITSX Comparison
Open Charts FUNFX vs VITSX
American Funds Fundamental Invs F3
Price$75.99
Change+$1.38 (+1.85%)
VolumeN/A
Net Assets128.43B
Vanguard Total Stock Market Idx I
Price$128.29
Change+$2.13 (+1.69%)
VolumeN/A
Net Assets1.7T
FUNFX vs VITSX Comparison Chart
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FUNFX vs. VITSX commentary
Apr 25, 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 FUNFX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. FUNFX (128B). FUNFX (1.39) and VITSX (1.36) have matching dividends . FUNFX was incepted earlier than VITSX: FUNFX (8 years) vs VITSX (28 years). FUNFX (0.28) is less costly to investors than VITSX (0.03). 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 : 3.52 vs. FUNFX (-2.20). VITSX return over 5 years is better than : 83.68 vs. FUNFX (47.06).
| FUNFX | VITSX | FUNFX / VITSX | |
| Total Expense Ratio | 0.28 | 0.03 | 933% |
| Annual Report Gross Expense Ratio | 0.28 | 0.03 | 933% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | -7.224 | -10.528 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.7T | 8% |
| Annual Yield % from dividends | 1.39 | 1.36 | 102% |
| Returns for 1 year | -2.20 | 3.52 | -63% |
| Returns for 3 years | 14.08 | 21.34 | 66% |
| Returns for 5 years | 47.06 | 83.68 | 56% |
| Returns for 10 years | N/A | 145.25 | - |
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