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FUNFX vs VITSX
FUNFX vs VITSX Comparison
Open Charts FUNFX vs VITSX
American Funds Fundamental Invs F3
Price$75.21
Change-$3.67 (-4.65%)
VolumeN/A
Net Assets136.04B
Vanguard Total Stock Market Idx I
Price$128.50
Change-$6.88 (-5.08%)
VolumeN/A
Net Assets1.81T
FUNFX vs VITSX Comparison Chart
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FUNFX vs. VITSX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.81T vs. FUNFX (136B). 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 : 8.05 vs. FUNFX (1.36). VITSX return over 5 years is better than : 126.25 vs. FUNFX (76.36).
| 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 | -1.914 | -3.989 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.81T | 8% |
| Annual Yield % from dividends | 1.39 | 1.36 | 102% |
| Returns for 1 year | 1.36 | 8.05 | 17% |
| Returns for 3 years | 13.51 | 21.03 | 64% |
| Returns for 5 years | 76.36 | 126.25 | 60% |
| Returns for 10 years | N/A | 167.38 | - |
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