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FUNFX vs VSTSX
FUNFX vs VSTSX Comparison
Open Charts FUNFX vs VSTSX
American Funds Fundamental Invs F3
Price$75.21
Change-$3.67 (-4.65%)
VolumeN/A
Net Assets136.04B
Vanguard Total Stock Mkt Idx Instl Sel
Price$253.01
Change-$13.54 (-5.08%)
VolumeN/A
Net Assets1.81T
FUNFX vs VSTSX Comparison Chart
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FUNFX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. FUNFX (136B). FUNFX (1.39) and VSTSX (1.37) have matching dividends . FUNFX was incepted earlier than VSTSX: FUNFX (8 years) vs VSTSX (9 years). FUNFX (0.28) is less costly to investors than VSTSX (0.01). 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 : 8.07 vs. FUNFX (1.36). VSTSX return over 5 years is better than : 126.39 vs. FUNFX (76.36).
| FUNFX | VSTSX | FUNFX / VSTSX | |
| Total Expense Ratio | 0.28 | 0.01 | 2,800% |
| Annual Report Gross Expense Ratio | 0.28 | 0.01 | 2,800% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | -1.914 | -3.985 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.81T | 8% |
| Annual Yield % from dividends | 1.39 | 1.37 | 102% |
| Returns for 1 year | 1.36 | 8.07 | 17% |
| Returns for 3 years | 13.51 | 21.09 | 64% |
| Returns for 5 years | 76.36 | 126.39 | 60% |
| Returns for 10 years | N/A | N/A | - |