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RFEBX vs VSMPX
RFEBX vs VSMPX Comparison
Open Charts RFEBX vs VSMPX
American Funds Fundamental Invs R2E
Price$80.39
Change-$9.06 (-10.13%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$8.59 (-3.14%)
VolumeN/A
CapitalizationN/A
RFEBX vs VSMPX Comparison Chart
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RFEBX vs. VSMPX commentary
Dec 19, 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 RFEBX is a StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. RFEBX (147B). VSMPX pays higher dividends than RFEBX: VSMPX (1.36) vs RFEBX (0.62). RFEBX was incepted earlier than VSMPX: RFEBX (10 years) vs VSMPX (10 years). 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). RFEBX (27.78) and VSMPX (26.92) have marching annual gain over last year. VSMPX return over 5 years is better than : 84.20 vs. RFEBX (40.80).
| RFEBX | VSMPX | RFEBX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 26.358 | 26.405 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 1.84T | 8% |
| Annual Yield % from dividends | 0.62 | 1.36 | 45% |
| Returns for 1 year | 27.78 | 26.92 | 103% |
| Returns for 3 years | 23.59 | 27.92 | 84% |
| Returns for 5 years | 40.80 | 84.20 | 48% |
| Returns for 10 years | 64.74 | N/A | - |
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