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RFEBX vs VSMPX
RFEBX vs VSMPX Comparison
Open Charts RFEBX vs VSMPX
American Funds Fundamental Invs R2E
Price$78.33
Change+$0.48 (+0.62%)
VolumeN/A
Net Assets135.22B
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.95
Change+$2.02 (+0.80%)
VolumeN/A
Net Assets1.81T
RFEBX vs VSMPX Comparison Chart
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RFEBX vs. VSMPX commentary
Apr 03, 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 RFEBX is a Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. RFEBX (135B). VSMPX pays higher dividends than RFEBX: VSMPX (1.37) vs RFEBX (0.61). RFEBX was incepted earlier than VSMPX: RFEBX (11 years) vs VSMPX (10 years). RFEBX (1.08) is less costly to investors than VSMPX (0.02). RFEBX is a more actively managed with annual turnover of: 28.00 vs. VSMPX (2.00). RFEBX has a lower initial minimum investment than VSMPX: RFEBX (250) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.37 vs. RFEBX (0.50). VSMPX return over 5 years is better than : 124.51 vs. RFEBX (71.54).
| RFEBX | VSMPX | RFEBX / VSMPX | |
| Total Expense Ratio | 1.08 | 0.02 | 5,400% |
| Annual Report Gross Expense Ratio | 1.08 | 0.02 | 5,400% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | -2.122 | -4.751 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.81T | 7% |
| Annual Yield % from dividends | 0.61 | 1.37 | 45% |
| Returns for 1 year | 0.50 | 7.37 | 7% |
| Returns for 3 years | 11.41 | 21.06 | 54% |
| Returns for 5 years | 71.54 | 124.51 | 57% |
| Returns for 10 years | 53.29 | N/A | - |