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FUNFX vs VTSMX
FUNFX vs VTSMX Comparison
Open Charts FUNFX vs VTSMX
American Funds Fundamental Invs F3
Price$84.66
Change+$0.06 (+0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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FUNFX vs VTSMX Comparison Chart
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FUNFX vs. VTSMX commentary
Sep 21, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. FUNFX (141B). FUNFX (1.28) and VTSMX (1.26) have matching dividends . FUNFX was incepted earlier than VTSMX: FUNFX (8 years) vs VTSMX (32 years). FUNFX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than FUNFX: VTSMX (3000) vs FUNFX (1000000). VTSMX annual gain was more profitable for investors over the last year : 31.53 vs. FUNFX (29.88). VTSMX return over 5 years is better than : 85.64 vs. FUNFX (47.48).
| FUNFX | VTSMX | FUNFX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 19.544 | 18.617 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.72T | 8% |
| Annual Yield % from dividends | 1.28 | 1.26 | 101% |
| Returns for 1 year | 29.88 | 31.53 | 95% |
| Returns for 3 years | 14.02 | 25.35 | 55% |
| Returns for 5 years | 47.48 | 85.64 | 55% |
| Returns for 10 years | N/A | 187.59 | - |
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