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RFEBX vs VSMPX
RFEBX vs VSMPX Comparison
Open Charts RFEBX vs VSMPX
American Funds Fundamental Invs R2E
Price$93.69
Change-$1.84 (-1.93%)
VolumeN/A
Net Assets163.01B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
RFEBX vs VSMPX Comparison Chart in %
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RFEBX vs. VSMPX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. RFEBX (163B). VSMPX pays higher dividends than RFEBX: VSMPX (1.12) vs RFEBX (0.49). 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 : 13.44 vs. RFEBX (9.67). VSMPX return over 5 years is better than : 84.08 vs. RFEBX (50.05).
| 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 | 19.546 | 15.994 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 2.05T | 8% |
| Annual Yield % from dividends | 0.49 | 1.12 | 43% |
| Returns for 1 year | 9.67 | 13.44 | 72% |
| Returns for 3 years | 55.34 | 68.30 | 81% |
| Returns for 5 years | 50.05 | 84.08 | 60% |
| Returns for 10 years | 88.01 | 225.48 | 39% |
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