Interact to see
Advertisement
Advertisement
RFEBX vs VSMPX
RFEBX vs VSMPX Comparison
Open Charts RFEBX vs VSMPX
American Funds Fundamental Invs R2E
Price$89.35
Change-$0.35 (-0.39%)
VolumeN/A
Net Assets155.63B
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
RFEBX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RFEBX vs. VSMPX commentary
Aug 17, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. RFEBX (156B). VSMPX pays higher dividends than RFEBX: VSMPX (1.20) vs RFEBX (0.53). 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 : 16.22 vs. RFEBX (9.63). VSMPX return over 5 years is better than : 85.90 vs. RFEBX (49.29).
| 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 | 11.747 | 9.284 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 1.91T | 8% |
| Annual Yield % from dividends | 0.53 | 1.20 | 45% |
| Returns for 1 year | 9.63 | 16.22 | 59% |
| Returns for 3 years | 38.96 | 46.86 | 83% |
| Returns for 5 years | 49.29 | 85.90 | 57% |
| Returns for 10 years | 72.46 | 193.56 | 37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement