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FUNFX vs VSTSX
FUNFX vs VSTSX Comparison
Open Charts FUNFX vs VSTSX
American Funds Fundamental Invs F3
Price$83.26
Change-$1.64 (-1.93%)
VolumeN/A
Net Assets144.16B
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.63
Change-$5.37 (-1.86%)
VolumeN/A
Net Assets1.84T
FUNFX vs VSTSX Comparison Chart
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FUNFX vs. VSTSX commentary
Feb 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 Hold and VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. FUNFX (144B). 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 : 17.63 vs. FUNFX (10.65). VSTSX return over 5 years is better than : 74.94 vs. FUNFX (36.48).
| 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 | 3.223 | 2.135 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.84T | 8% |
| Annual Yield % from dividends | 1.28 | 1.36 | 94% |
| Returns for 1 year | 10.65 | 17.63 | 60% |
| Returns for 3 years | 23.90 | 36.87 | 65% |
| Returns for 5 years | 36.48 | 74.94 | 49% |
| Returns for 10 years | N/A | N/A | - |
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