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RFNEX vs VSMPX
RFNEX vs VSMPX Comparison
Open Charts RFNEX vs VSMPX
American Funds Fundamental Invs R4
Price$94.51
Change-$0.30 (-0.32%)
VolumeN/A
Net Assets161.77B
Vanguard Total Stock Mkt Idx Instl Pls
Price$311.35
Change-$1.37 (-0.44%)
VolumeN/A
Net Assets2.06T
RFNEX vs VSMPX Comparison Chart in %
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RFNEX vs. VSMPX commentary
Jan 15, 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 RFNEX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. RFNEX (162B). VSMPX pays higher dividends than RFNEX: VSMPX (1.13) vs RFNEX (0.64). RFNEX was incepted earlier than VSMPX: RFNEX (23 years) vs VSMPX (11 years). RFNEX (0.62) is less costly to investors than VSMPX (0.02). RFNEX is a more actively managed with annual turnover of: 28.00 vs. VSMPX (2.00). RFNEX has a lower initial minimum investment than VSMPX: RFNEX (250) vs VSMPX (100000000). VSMPX (18.30) and RFNEX (17.89) have marching annual gain over last year. VSMPX return over 5 years is better than : 73.71 vs. RFNEX (41.53).
| RFNEX | VSMPX | RFNEX / VSMPX | |
| Total Expense Ratio | 0.62 | 0.02 | 3,100% |
| Annual Report Gross Expense Ratio | 0.62 | 0.02 | 3,100% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 3.166 | 1.685 | 188% |
| 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 | 0.64 | 1.13 | 57% |
| Returns for 1 year | 17.89 | 18.30 | 98% |
| Returns for 3 years | 54.47 | 70.98 | 77% |
| Returns for 5 years | 41.53 | 73.71 | 56% |
| Returns for 10 years | 112.76 | 259.47 | 43% |
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