Ad is loading...
RFEBX vs VSMPX
RFEBX vs VSMPX Comparison
Open Charts RFEBX vs VSMPX
American Funds Fundamental Invs R2E
Price$78.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$243.23
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
RFEBX vs VSMPX Comparison Chart
Loading...
RFEBX vs. VSMPX commentary
Sep 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. RFEBX (139B). VSMPX pays higher dividends than RFEBX: VSMPX (1.36) vs RFEBX (0.62). RFEBX was incepted earlier than VSMPX: RFEBX (10 years) vs VSMPX (9 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). VSMPX annual gain was more profitable for investors over the last year : 24.09 vs. RFEBX (21.89). VSMPX return over 5 years is better than : 82.11 vs. RFEBX (40.88).
| RFEBX | VSMPX | RFEBX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 16.854 | 16.888 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.72T | 8% |
| Annual Yield % from dividends | 0.62 | 1.36 | 45% |
| Returns for 1 year | 21.89 | 24.09 | 91% |
| Returns for 3 years | 8.38 | 21.35 | 39% |
| Returns for 5 years | 40.88 | 82.11 | 50% |
| Returns for 10 years | 55.04 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...