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RFEBX vs VSMPX
RFEBX vs VSMPX Comparison
Open Charts RFEBX vs VSMPX
American Funds Fundamental Invs R2E
Price$89.53
Change-$0.59 (-0.65%)
VolumeN/A
Net Assets154.47B
Vanguard Total Stock Mkt Idx Instl Pls
Price$290.50
Change-$1.84 (-0.63%)
VolumeN/A
Net Assets1.91T
RFEBX vs VSMPX Comparison Chart in %
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RFEBX vs. VSMPX commentary
Sep 02, 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 StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. RFEBX (154B). VSMPX pays higher dividends than RFEBX: VSMPX (1.17) vs RFEBX (0.53). RFEBX was incepted earlier than VSMPX: RFEBX (11 years) vs VSMPX (10 years). RFEBX (1.07) 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 : 15.51 vs. RFEBX (9.34). VSMPX return over 5 years is better than : 79.80 vs. RFEBX (45.20).
| RFEBX | VSMPX | RFEBX / VSMPX | |
| Total Expense Ratio | 1.07 | 0.02 | 5,350% |
| Annual Report Gross Expense Ratio | 1.07 | 0.02 | 5,350% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 11.972 | 9.848 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 1.91T | 8% |
| Annual Yield % from dividends | 0.53 | 1.17 | 45% |
| Returns for 1 year | 9.34 | 15.51 | 60% |
| Returns for 3 years | 49.18 | 59.55 | 83% |
| Returns for 5 years | 45.20 | 79.80 | 57% |
| Returns for 10 years | 88.03 | 222.37 | 40% |
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