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FUNFX vs VTSMX
FUNFX vs VTSMX Comparison
Open Charts FUNFX vs VTSMX
American Funds Fundamental Invs F3
Price$81.18
Change+$0.75 (+0.93%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$142.64
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
FUNFX vs VTSMX Comparison Chart
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FUNFX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. FUNFX (142B). 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 : 24.23 vs. FUNFX (16.08). VTSMX return over 5 years is better than : 79.24 vs. FUNFX (37.33).
| 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 | 15.239 | 23.596 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.84T | 8% |
| Annual Yield % from dividends | 1.28 | 1.26 | 101% |
| Returns for 1 year | 16.08 | 24.23 | 66% |
| Returns for 3 years | 12.55 | 24.14 | 52% |
| Returns for 5 years | 37.33 | 79.24 | 47% |
| Returns for 10 years | N/A | 184.08 | - |
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