Interact to see
Advertisement
Advertisement
CFNAX vs VSMPX
CFNAX vs VSMPX Comparison
Open Charts CFNAX vs VSMPX
American Funds Fundamental Invs 529A
Price$92.30
Change+$0.36 (+0.39%)
VolumeN/A
Net Assets162.53B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.20
Change-$0.16 (-0.05%)
VolumeN/A
Net Assets2.06T
CFNAX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFNAX vs. VSMPX commentary
Dec 27, 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 CFNAX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. CFNAX (163B). VSMPX pays higher dividends than CFNAX: VSMPX (1.12) vs CFNAX (0.85). CFNAX was incepted earlier than VSMPX: CFNAX (24 years) vs VSMPX (11 years). CFNAX (0.62) is less costly to investors than VSMPX (0.02). CFNAX is a more actively managed with annual turnover of: 28.00 vs. VSMPX (2.00). CFNAX has a lower initial minimum investment than VSMPX: CFNAX (250) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 14.43 vs. CFNAX (12.47). VSMPX return over 5 years is better than : 76.89 vs. CFNAX (42.68).
| CFNAX | VSMPX | CFNAX / VSMPX | |
| Total Expense Ratio | 0.62 | 0.02 | 3,100% |
| Annual Report Gross Expense Ratio | 0.62 | 0.02 | 3,100% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 15.291 | 17.382 | 88% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 2.06T | 8% |
| Annual Yield % from dividends | 0.85 | 1.12 | 76% |
| Returns for 1 year | 12.47 | 14.43 | 86% |
| Returns for 3 years | 57.75 | 78.10 | 74% |
| Returns for 5 years | 42.68 | 76.89 | 56% |
| Returns for 10 years | 105.98 | 225.09 | 47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers