Interact to see
Advertisement
Advertisement
RFEBX vs VSMPX
RFEBX vs VSMPX Comparison
Open Charts RFEBX vs VSMPX
American Funds Fundamental Invs R2E
Price$93.46
Change+$0.16 (+0.17%)
VolumeN/A
Net Assets159.97B
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
RFEBX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RFEBX vs. VSMPX commentary
Oct 19, 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: 2.02T vs. RFEBX (160B). VSMPX pays higher dividends than RFEBX: VSMPX (1.15) vs RFEBX (0.50). RFEBX was incepted earlier than VSMPX: RFEBX (11 years) vs VSMPX (10 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 : 13.81 vs. RFEBX (8.82). VSMPX return over 5 years is better than : 84.96 vs. RFEBX (51.76).
| 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 | 10 years | - |
| Gain YTD | 16.956 | 13.029 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 2.02T | 8% |
| Annual Yield % from dividends | 0.50 | 1.15 | 43% |
| Returns for 1 year | 8.82 | 13.81 | 64% |
| Returns for 3 years | 65.80 | 76.12 | 86% |
| Returns for 5 years | 51.76 | 84.96 | 61% |
| Returns for 10 years | 84.79 | 215.53 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement