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FUNFX vs VSMPX
FUNFX vs VSMPX Comparison
Open Charts FUNFX vs VSMPX
American Funds Fundamental Invs F3
Price$87.83
Change+$0.48 (+0.55%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.87
Change+$1.44 (+0.53%)
VolumeN/A
CapitalizationN/A
FUNFX vs VSMPX Comparison Chart
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FUNFX vs. VSMPX commentary
Nov 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 StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. FUNFX (144B). 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 : 31.19 vs. FUNFX (26.18). VSMPX return over 5 years is better than : 87.25 vs. FUNFX (44.40).
| 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 | 23.342 | 24.446 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.73T | 8% |
| Annual Yield % from dividends | 1.28 | 1.36 | 94% |
| Returns for 1 year | 26.18 | 31.19 | 84% |
| Returns for 3 years | 12.40 | 23.16 | 54% |
| Returns for 5 years | 44.40 | 87.25 | 51% |
| Returns for 10 years | N/A | N/A | - |
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