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RFNAX vs VSMPX
RFNAX vs VSMPX Comparison
Open Charts RFNAX vs VSMPX
American Funds Fundamental Invs R1
Price$76.92
Change+$1.44 (+1.91%)
VolumeN/A
Net Assets130.77B
Vanguard Total Stock Mkt Idx Instl Pls
Price$245.65
Change+$5.00 (+2.08%)
VolumeN/A
Net Assets1.7T
RFNAX vs VSMPX Comparison Chart
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RFNAX vs. VSMPX commentary
Apr 25, 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 RFNAX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. RFNAX (131B). VSMPX pays higher dividends than RFNAX: VSMPX (1.37) vs RFNAX (0.32). RFNAX was incepted earlier than VSMPX: RFNAX (23 years) vs VSMPX (10 years). RFNAX (1.36) is less costly to investors than VSMPX (0.02). 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 : 5.28 vs. RFNAX (0.51). VSMPX return over 5 years is better than : 86.84 vs. RFNAX (47.17).
| RFNAX | VSMPX | RFNAX / VSMPX | |
| Total Expense Ratio | 1.36 | 0.02 | 6,800% |
| Annual Report Gross Expense Ratio | 1.36 | 0.02 | 6,800% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | -4.037 | -9.015 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.7T | 8% |
| Annual Yield % from dividends | 0.32 | 1.37 | 23% |
| Returns for 1 year | 0.51 | 5.28 | 10% |
| Returns for 3 years | 15.26 | 22.62 | 67% |
| Returns for 5 years | 47.17 | 86.84 | 54% |
| Returns for 10 years | 45.64 | N/A | - |
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