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FUNFX vs VITSX
FUNFX vs VITSX Comparison
Open Charts FUNFX vs VITSX
American Funds Fundamental Invs F3
Price$84.19
Change-$0.17 (-0.20%)
VolumeN/A
Net Assets146.78B
Vanguard Total Stock Market Idx I
Price$142.89
Change-$0.30 (-0.21%)
VolumeN/A
Net Assets1.82T
FUNFX vs VITSX Comparison Chart in %
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FUNFX vs. VITSX commentary
Jun 21, 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: 1.82T vs. FUNFX (147B). VITSX (1.29) and FUNFX (1.29) 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 : 9.60 vs. FUNFX (4.38). VITSX return over 5 years is better than : 87.90 vs. FUNFX (54.66).
| 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 | 5.180 | 1.549 | 334% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 1.82T | 8% |
| Annual Yield % from dividends | 1.29 | 1.29 | 100% |
| Returns for 1 year | 4.38 | 9.60 | 46% |
| Returns for 3 years | 52.04 | 56.80 | 92% |
| Returns for 5 years | 54.66 | 87.90 | 62% |
| Returns for 10 years | N/A | 176.14 | - |
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