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RFNCX vs VSMPX
RFNCX vs VSMPX Comparison
Open Charts RFNCX vs VSMPX
American Funds Fundamental Invs R3
Price$87.50
Change-$1.58 (-1.77%)
VolumeN/A
Net Assets154.13B
Vanguard Total Stock Mkt Idx Instl Pls
Price$279.34
Change-$4.68 (-1.65%)
VolumeN/A
Net Assets1.91T
RFNCX vs VSMPX Comparison Chart in %
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RFNCX vs. VSMPX commentary
Aug 03, 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 RFNCX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. RFNCX (154B). VSMPX pays higher dividends than RFNCX: VSMPX (1.20) vs RFNCX (0.65). RFNCX was incepted earlier than VSMPX: RFNCX (23 years) vs VSMPX (10 years). RFNCX (0.92) is less costly to investors than VSMPX (0.02). RFNCX is a more actively managed with annual turnover of: 28.00 vs. VSMPX (2.00). RFNCX has a lower initial minimum investment than VSMPX: RFNCX (250) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 15.98 vs. RFNCX (9.45). VSMPX return over 5 years is better than : 88.67 vs. RFNCX (50.62).
| RFNCX | VSMPX | RFNCX / VSMPX | |
| Total Expense Ratio | 0.92 | 0.02 | 4,600% |
| Annual Report Gross Expense Ratio | 0.92 | 0.02 | 4,600% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 9.044 | 7.398 | 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 | 0.65 | 1.20 | 54% |
| Returns for 1 year | 9.45 | 15.98 | 59% |
| Returns for 3 years | 42.88 | 52.46 | 82% |
| Returns for 5 years | 50.62 | 88.67 | 57% |
| Returns for 10 years | 68.83 | 189.22 | 36% |
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