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FUNFX vs VSTSX
FUNFX vs VSTSX Comparison
Open Charts FUNFX vs VSTSX
American Funds Fundamental Invs F3
Price$81.18
Change+$0.75 (+0.93%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$280.98
Change+$3.08 (+1.11%)
VolumeN/A
CapitalizationN/A
FUNFX vs VSTSX Comparison Chart
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FUNFX vs. VSTSX 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 VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. FUNFX (142B). VSTSX pays higher dividends than FUNFX: VSTSX (1.36) vs FUNFX (1.28). FUNFX was incepted earlier than VSTSX: FUNFX (8 years) vs VSTSX (8 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 : 24.30 vs. FUNFX (16.08). VSTSX return over 5 years is better than : 79.35 vs. FUNFX (37.33).
| FUNFX | VSTSX | FUNFX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 15.239 | 23.662 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| 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 | 24.30 | 66% |
| Returns for 3 years | 12.55 | 24.22 | 52% |
| Returns for 5 years | 37.33 | 79.35 | 47% |
| Returns for 10 years | N/A | N/A | - |
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