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FUNFX vs VTSMX
FUNFX vs VTSMX Comparison
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FUNFX vs VTSMX Comparison Chart in %
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FUNFX vs. VTSMX commentary
Aug 03, 2026
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: 2.3T vs. FUNFX (181B). VTSMX pays higher dividends than FUNFX: VTSMX (0.99) vs FUNFX (0.88). FUNFX was incepted earlier than VTSMX: FUNFX (10 years) vs VTSMX (34 years). FUNFX (0.28) is less costly to investors than VTSMX (0.06). FUNFX is a more actively managed with annual turnover of: 26.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than FUNFX: VTSMX (0) vs FUNFX (1000000). VTSMX annual gain was more profitable for investors over the last year : 18.51 vs. FUNFX (15.38). VTSMX return over 5 years is better than : 63.11 vs. FUNFX (39.56).
| FUNFX | VTSMX | FUNFX / VTSMX | |
| Total Expense Ratio | 0.28 | 0.06 | 467% |
| Annual Report Gross Expense Ratio | 0.28 | 0.06 | 467% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 11.714 | 9.877 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181B | 2.3T | 8% |
| Annual Yield % from dividends | 0.88 | 0.99 | 89% |
| Returns for 1 year | 15.38 | 18.51 | 83% |
| Returns for 3 years | 51.03 | 62.16 | 82% |
| Returns for 5 years | 39.56 | 63.11 | 63% |
| Returns for 10 years | N/A | 246.06 | - |
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