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FUNFX vs VITSX
FUNFX vs VITSX Comparison
Open Charts FUNFX vs VITSX
American Funds Fundamental Invs F3
Price$83.26
Change-$1.64 (-1.93%)
VolumeN/A
Net Assets144.16B
Vanguard Total Stock Market Idx I
Price$144.06
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
FUNFX vs VITSX Comparison Chart
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FUNFX vs. VITSX commentary
Feb 23, 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 Hold and VITSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.84T vs. FUNFX (144B). VITSX pays higher dividends than FUNFX: VITSX (1.36) vs FUNFX (1.28). FUNFX was incepted earlier than VITSX: FUNFX (8 years) vs VITSX (28 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 : 17.61 vs. FUNFX (10.65). VITSX return over 5 years is better than : 74.84 vs. FUNFX (36.48).
| FUNFX | VITSX | FUNFX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 3.223 | 2.134 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.84T | 8% |
| Annual Yield % from dividends | 1.28 | 1.36 | 94% |
| Returns for 1 year | 10.65 | 17.61 | 60% |
| Returns for 3 years | 23.90 | 36.80 | 65% |
| Returns for 5 years | 36.48 | 74.84 | 49% |
| Returns for 10 years | N/A | 180.75 | - |