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RFEBX vs VSMPX
RFEBX vs VSMPX Comparison
Open Charts RFEBX vs VSMPX
American Funds Fundamental Invs R2E
Price$75.43
Change+$1.37 (+1.85%)
VolumeN/A
Net Assets128.43B
Vanguard Total Stock Mkt Idx Instl Pls
Price$240.65
Change+$3.98 (+1.68%)
VolumeN/A
Net Assets1.7T
RFEBX vs VSMPX Comparison Chart
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RFEBX vs. VSMPX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. RFEBX (128B). 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 : 3.53 vs. RFEBX (-3.02). VSMPX return over 5 years is better than : 83.75 vs. RFEBX (43.07).
| 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 | -7.457 | -10.520 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.7T | 8% |
| Annual Yield % from dividends | 0.61 | 1.37 | 45% |
| Returns for 1 year | -3.02 | 3.53 | -86% |
| Returns for 3 years | 11.96 | 21.38 | 56% |
| Returns for 5 years | 43.07 | 83.75 | 51% |
| Returns for 10 years | 40.54 | N/A | - |