FUNFX
Price
$75.21
Change
-$3.67 (-4.65%)
Updated
Apr 3 closing price
Net Assets
136.04B
VSMPX
Price
$241.06
Change
-$12.89 (-5.08%)
Updated
Apr 3 closing price
Net Assets
1.81T
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FUNFX vs VSMPX

Header iconFUNFX vs VSMPX Comparison
Open Charts FUNFX vs VSMPXBanner chart's image
American Funds Fundamental Invs F3
Price$75.21
Change-$3.67 (-4.65%)
VolumeN/A
Net Assets136.04B
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.06
Change-$12.89 (-5.08%)
VolumeN/A
Net Assets1.81T
FUNFX vs VSMPX Comparison Chart
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VS
FUNFX vs. VSMPX 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 VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. FUNFX (136B). FUNFX (1.39) and VSMPX (1.37) 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 : 8.06 vs. FUNFX (1.36). VSMPX return over 5 years is better than : 126.31 vs. FUNFX (76.36).
FUNFXVSMPXFUNFX / VSMPX
Total Expense Ratio0.280.021,400%
Annual Report Gross Expense Ratio0.280.021,400%
Fund Existence8 years10 years-
Gain YTD-1.914-3.98748%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets136B1.81T8%
Annual Yield % from dividends1.391.37102%
Returns for 1 year1.368.0617%
Returns for 3 years13.5121.0564%
Returns for 5 years76.36126.3160%
Returns for 10 yearsN/AN/A-
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