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RFEBX vs VSMPX
RFEBX vs VSMPX Comparison
Open Charts RFEBX vs VSMPX
American Funds Fundamental Invs R2E
Price$93.56
Change-$0.47 (-0.50%)
VolumeN/A
Net Assets161.58B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.05
Change-$1.43 (-0.47%)
VolumeN/A
Net Assets2.02T
RFEBX vs VSMPX Comparison Chart in %
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RFEBX vs. VSMPX commentary
Oct 09, 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: 2.02T vs. RFEBX (162B). VSMPX pays higher dividends than RFEBX: VSMPX (1.15) vs RFEBX (0.50). 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 : 18.36 vs. RFEBX (11.27). VSMPX return over 5 years is better than : 89.16 vs. RFEBX (53.04).
| 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 | 17.081 | 14.402 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 2.02T | 8% |
| Annual Yield % from dividends | 0.50 | 1.15 | 43% |
| Returns for 1 year | 11.27 | 18.36 | 61% |
| Returns for 3 years | 67.82 | 82.16 | 83% |
| Returns for 5 years | 53.04 | 89.16 | 59% |
| Returns for 10 years | 86.90 | 221.28 | 39% |
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