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FUNFX vs VSTSX
FUNFX vs VSTSX Comparison
Open Charts FUNFX vs VSTSX
American Funds Fundamental Invs F3
Price$84.48
Change+$1.15 (+1.38%)
VolumeN/A
Net Assets145.02B
Vanguard Total Stock Mkt Idx Instl Sel
Price$286.72
Change+$2.78 (+0.98%)
VolumeN/A
Net Assets1.78T
FUNFX vs VSTSX Comparison Chart
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FUNFX vs. VSTSX commentary
Jan 23, 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 StrongBuy and VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. FUNFX (145B). VSTSX pays higher dividends than FUNFX: VSTSX (1.36) vs FUNFX (1.28). FUNFX was incepted earlier than VSTSX: FUNFX (8 years) vs VSTSX (9 years). FUNFX is a more actively managed with annual turnover of: 28.00 vs. VSTSX (2.00). FUNFX has a lower initial minimum investment than VSTSX: FUNFX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 24.50 vs. FUNFX (18.87). VSTSX return over 5 years is better than : 78.12 vs. FUNFX (39.11).
| FUNFX | VSTSX | FUNFX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 4.736 | 3.248 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 1.78T | 8% |
| Annual Yield % from dividends | 1.28 | 1.36 | 94% |
| Returns for 1 year | 18.87 | 24.50 | 77% |
| Returns for 3 years | 24.13 | 35.81 | 67% |
| Returns for 5 years | 39.11 | 78.12 | 50% |
| Returns for 10 years | N/A | N/A | - |
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