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RFNHX vs VSMPX
RFNHX vs VSMPX Comparison
Open Charts RFNHX vs VSMPX
American Funds Fundamental Invs R5E
Price$93.20
Change+$0.68 (+0.73%)
VolumeN/A
Net Assets158.83B
Vanguard Total Stock Mkt Idx Instl Pls
Price$296.65
Change+$2.76 (+0.94%)
VolumeN/A
Net Assets1.95T
RFNHX vs VSMPX Comparison Chart in %
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RFNHX vs. VSMPX commentary
Sep 13, 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 RFNHX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. RFNHX (159B). VSMPX pays higher dividends than RFNHX: VSMPX (1.17) vs RFNHX (1.07). RFNHX was incepted earlier than VSMPX: RFNHX (10 years) vs VSMPX (10 years). RFNHX (0.42) is less costly to investors than VSMPX (0.02). RFNHX is a more actively managed with annual turnover of: 28.00 vs. VSMPX (2.00). RFNHX has a lower initial minimum investment than VSMPX: RFNHX (250) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.96 vs. RFNHX (15.62). VSMPX return over 5 years is better than : 91.12 vs. RFNHX (60.12).
| RFNHX | VSMPX | RFNHX / VSMPX | |
| Total Expense Ratio | 0.42 | 0.02 | 2,100% |
| Annual Report Gross Expense Ratio | 0.42 | 0.02 | 2,100% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 16.377 | 11.130 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 1.95T | 8% |
| Annual Yield % from dividends | 1.07 | 1.17 | 92% |
| Returns for 1 year | 15.62 | 17.96 | 87% |
| Returns for 3 years | 52.15 | 56.27 | 93% |
| Returns for 5 years | 60.12 | 91.12 | 66% |
| Returns for 10 years | N/A | 219.24 | - |
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