RFNCX
Price
$94.77
Change
-$0.22 (-0.23%)
Updated
Jan 13 closing price
Net Assets
161.77B
VSMPX
Price
$312.72
Change
-$0.56 (-0.18%)
Updated
Jan 13 closing price
Net Assets
2.06T
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RFNCX vs VSMPX

Header iconRFNCX vs VSMPX Comparison
Open Charts RFNCX vs VSMPXBanner chart's image
American Funds Fundamental Invs R3
Price$94.77
Change-$0.22 (-0.23%)
VolumeN/A
Net Assets161.77B
Vanguard Total Stock Mkt Idx Instl Pls
Price$312.72
Change-$0.56 (-0.18%)
VolumeN/A
Net Assets2.06T
RFNCX vs VSMPX Comparison Chart in %
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VS
RFNCX vs. VSMPX commentary
Jan 14, 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 RFNCX is a Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. RFNCX (162B). VSMPX pays higher dividends than RFNCX: VSMPX (1.13) vs RFNCX (0.38). RFNCX was incepted earlier than VSMPX: RFNCX (24 years) vs VSMPX (11 years). RFNCX (0.92) is less costly to investors than VSMPX (0.02). RFNCX is a more actively managed with annual turnover of: 28.00 vs. VSMPX (2.00). RFNCX has a lower initial minimum investment than VSMPX: RFNCX (250) vs VSMPX (100000000). VSMPX (19.10) and RFNCX (18.54) have marching annual gain over last year. VSMPX return over 5 years is better than : 73.11 vs. RFNCX (39.37).
RFNCXVSMPXRFNCX / VSMPX
Total Expense Ratio0.920.024,600%
Annual Report Gross Expense Ratio0.920.024,600%
Fund Existence24 years11 years-
Gain YTD3.7242.133175%
Front LoadN/AN/A-
Min. Initial Investment2501000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets162B2.06T8%
Annual Yield % from dividends0.381.1334%
Returns for 1 year18.5419.1097%
Returns for 3 years53.9471.7375%
Returns for 5 years39.3773.1154%
Returns for 10 years111.43261.0543%
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