Ad is loading...
FUNFX vs VSMPX
FUNFX vs VSMPX Comparison
Open Charts FUNFX vs VSMPX
American Funds Fundamental Invs F3
Price$81.18
Change+$0.75 (+0.93%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$267.71
Change+$2.94 (+1.11%)
VolumeN/A
CapitalizationN/A
FUNFX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNFX vs. VSMPX commentary
Dec 23, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. FUNFX (142B). VSMPX pays higher dividends than FUNFX: VSMPX (1.36) vs FUNFX (1.28). FUNFX was incepted earlier than VSMPX: FUNFX (8 years) vs VSMPX (10 years). 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 : 24.28 vs. FUNFX (16.08). VSMPX return over 5 years is better than : 79.30 vs. FUNFX (37.33).
| FUNFX | VSMPX | FUNFX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 15.239 | 23.652 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.84T | 8% |
| Annual Yield % from dividends | 1.28 | 1.36 | 94% |
| Returns for 1 year | 16.08 | 24.28 | 66% |
| Returns for 3 years | 12.55 | 24.19 | 52% |
| Returns for 5 years | 37.33 | 79.30 | 47% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...