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FUNFX vs VSMPX
FUNFX vs VSMPX Comparison
Open Charts FUNFX vs VSMPX
American Funds Fundamental Invs F3
Price$86.37
Change+$0.53 (+0.62%)
VolumeN/A
Net Assets146.4B
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
FUNFX vs VSMPX Comparison Chart
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FUNFX vs. VSMPX commentary
Jun 07, 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 (146B). 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 : 10.97 vs. FUNFX (8.89). VSMPX return over 5 years is better than : 81.02 vs. FUNFX (51.78).
| 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 | 7.399 | 0.837 | 884% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146B | 1.82T | 8% |
| Annual Yield % from dividends | 1.29 | 1.29 | 100% |
| Returns for 1 year | 8.89 | 10.97 | 81% |
| Returns for 3 years | 33.34 | 40.40 | 83% |
| Returns for 5 years | 51.78 | 81.02 | 64% |
| Returns for 10 years | N/A | 171.64 | - |
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