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FUNFX vs VTSMX
FUNFX vs VTSMX Comparison
Open Charts FUNFX vs VTSMX
American Funds Fundamental Invs F3
Price$87.83
Change+$0.48 (+0.55%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.34
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
FUNFX vs VTSMX Comparison Chart
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FUNFX vs. VTSMX commentary
Nov 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 VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. FUNFX (144B). FUNFX (1.28) and VTSMX (1.26) have matching dividends . FUNFX was incepted earlier than VTSMX: FUNFX (8 years) vs VTSMX (33 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 : 31.17 vs. FUNFX (26.18). VTSMX return over 5 years is better than : 87.20 vs. FUNFX (44.40).
| FUNFX | VTSMX | FUNFX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 23.342 | 24.402 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.73T | 8% |
| Annual Yield % from dividends | 1.28 | 1.26 | 101% |
| Returns for 1 year | 26.18 | 31.17 | 84% |
| Returns for 3 years | 12.40 | 23.11 | 54% |
| Returns for 5 years | 44.40 | 87.20 | 51% |
| Returns for 10 years | N/A | 187.97 | - |
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