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FUNFX vs VSMPX
FUNFX vs VSMPX Comparison
Open Charts FUNFX vs VSMPX
American Funds Fundamental Invs F3
Price$86.84
Change+$0.87 (+1.01%)
VolumeN/A
Net Assets149.33B
Vanguard Total Stock Mkt Idx Instl Pls
Price$275.74
Change+$2.39 (+0.87%)
VolumeN/A
Net Assets1.82T
FUNFX vs VSMPX Comparison Chart in %
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FUNFX vs. VSMPX commentary
Jun 27, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. FUNFX (149B). VSMPX (1.29) and FUNFX (1.29) have matching dividends . FUNFX was incepted earlier than VSMPX: FUNFX (8 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 : 11.45 vs. FUNFX (8.25). VSMPX return over 5 years is better than : 97.81 vs. FUNFX (63.48).
| 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 | 8 years | 10 years | - |
| Gain YTD | 8.272 | 3.348 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.82T | 8% |
| Annual Yield % from dividends | 1.29 | 1.29 | 100% |
| Returns for 1 year | 8.25 | 11.45 | 72% |
| Returns for 3 years | 48.91 | 54.30 | 90% |
| Returns for 5 years | 63.48 | 97.81 | 65% |
| Returns for 10 years | N/A | 182.34 | - |
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