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RFEBX vs VSMPX
RFEBX vs VSMPX Comparison
Open Charts RFEBX vs VSMPX
American Funds Fundamental Invs R2E
Price$93.85
Change+$0.05 (+0.05%)
VolumeN/A
Net Assets161.77B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.42
Change+$8.40 (+2.78%)
VolumeN/A
Net Assets2.06T
RFEBX vs VSMPX Comparison Chart in %
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RFEBX vs. VSMPX commentary
Feb 04, 2026
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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. RFEBX (162B). VSMPX pays higher dividends than RFEBX: VSMPX (1.11) vs RFEBX (0.23). 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 : 14.80 vs. RFEBX (13.50). VSMPX return over 5 years is better than : 68.28 vs. RFEBX (35.64).
| 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 | 2.940 | 1.381 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 2.06T | 8% |
| Annual Yield % from dividends | 0.23 | 1.11 | 20% |
| Returns for 1 year | 13.50 | 14.80 | 91% |
| Returns for 3 years | 48.53 | 64.07 | 76% |
| Returns for 5 years | 35.64 | 68.28 | 52% |
| Returns for 10 years | 107.32 | 259.26 | 41% |
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