Ad is loading...
RFNAX vs VSMPX
RFNAX vs VSMPX Comparison
Open Charts RFNAX vs VSMPX
American Funds Fundamental Invs R1
Price$84.20
Change+$0.05 (+0.06%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
RFNAX vs VSMPX Comparison Chart
Loading...
RFNAX vs. VSMPX commentary
Sep 21, 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 RFNAX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. RFNAX (141B). VSMPX pays higher dividends than RFNAX: VSMPX (1.36) vs RFNAX (0.37). RFNAX was incepted earlier than VSMPX: RFNAX (22 years) vs VSMPX (9 years). RFNAX is a more actively managed with annual turnover of: 28.00 vs. VSMPX (2.00). RFNAX has a lower initial minimum investment than VSMPX: RFNAX (250) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 25.90 vs. RFNAX (23.01). VSMPX return over 5 years is better than : 83.02 vs. RFNAX (40.49).
| RFNAX | VSMPX | RFNAX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 16.411 | 16.929 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.72T | 8% |
| Annual Yield % from dividends | 0.37 | 1.36 | 27% |
| Returns for 1 year | 23.01 | 25.90 | 89% |
| Returns for 3 years | 7.65 | 21.36 | 36% |
| Returns for 5 years | 40.49 | 83.02 | 49% |
| Returns for 10 years | 52.84 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...