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RFEBX vs VSMPX
RFEBX vs VSMPX Comparison
Open Charts RFEBX vs VSMPX
American Funds Fundamental Invs R2E
Price$97.34
Change+$0.20 (+0.21%)
VolumeN/A
Net Assets162.53B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.33
Change+$0.93 (+0.30%)
VolumeN/A
Net Assets2.06T
RFEBX vs VSMPX Comparison Chart in %
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RFEBX vs. VSMPX commentary
Dec 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 RFEBX is a StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. RFEBX (163B). VSMPX pays higher dividends than RFEBX: VSMPX (1.12) vs RFEBX (0.48). RFEBX was incepted earlier than VSMPX: RFEBX (11 years) vs VSMPX (11 years). RFEBX (1.07) is less costly to investors than VSMPX (0.02). RFEBX is a more actively managed with annual turnover of: 28.00 vs. VSMPX (2.00). RFEBX has a lower initial minimum investment than VSMPX: RFEBX (250) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 12.70 vs. RFEBX (11.36). VSMPX return over 5 years is better than : 79.39 vs. RFEBX (46.90).
| RFEBX | VSMPX | RFEBX / VSMPX | |
| Total Expense Ratio | 1.07 | 0.02 | 5,350% |
| Annual Report Gross Expense Ratio | 1.07 | 0.02 | 5,350% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 21.561 | 17.371 | 124% |
| Front Load | N/A | 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 | 0.48 | 1.12 | 43% |
| Returns for 1 year | 11.36 | 12.70 | 89% |
| Returns for 3 years | 59.11 | 70.86 | 83% |
| Returns for 5 years | 46.90 | 79.39 | 59% |
| Returns for 10 years | 91.58 | 230.39 | 40% |
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