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FUNFX vs VSMPX
FUNFX vs VSMPX Comparison
Open Charts FUNFX vs VSMPX
American Funds Fundamental Invs F3
Price$89.07
Change+$0.03 (+0.03%)
VolumeN/A
Net Assets153.39B
Vanguard Total Stock Mkt Idx Instl Pls
Price$283.94
Change-$0.26 (-0.09%)
VolumeN/A
Net Assets1.91T
FUNFX vs VSMPX Comparison Chart in %
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FUNFX vs. VSMPX commentary
Aug 08, 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 StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. FUNFX (153B). FUNFX (1.21) and VSMPX (1.20) have matching dividends . FUNFX was incepted earlier than VSMPX: FUNFX (9 years) vs VSMPX (10 years). FUNFX (0.28) is less costly to investors than VSMPX (0.02). FUNFX is a more actively managed with annual turnover of: 28.00 vs. VSMPX (2.00). FUNFX has a lower initial minimum investment than VSMPX: FUNFX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 21.79 vs. FUNFX (17.00). VSMPX return over 5 years is better than : 83.98 vs. FUNFX (52.97).
| FUNFX | VSMPX | FUNFX / VSMPX | |
| Total Expense Ratio | 0.28 | 0.02 | 1,400% |
| Annual Report Gross Expense Ratio | 0.28 | 0.02 | 1,400% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 11.053 | 7.466 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.91T | 8% |
| Annual Yield % from dividends | 1.21 | 1.20 | 101% |
| Returns for 1 year | 17.00 | 21.79 | 78% |
| Returns for 3 years | 44.98 | 50.22 | 90% |
| Returns for 5 years | 52.97 | 83.98 | 63% |
| Returns for 10 years | N/A | 188.00 | - |
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