RFNHX
Price
$92.25
Change
+$0.36 (+0.39%)
Updated
Dec 24 closing price
Net Assets
162.53B
VSMPX
Price
$310.36
Change
+$0.96 (+0.31%)
Updated
Dec 24 closing price
Net Assets
2.06T
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RFNHX vs VSMPX

Header iconRFNHX vs VSMPX Comparison
Open Charts RFNHX vs VSMPXBanner chart's image
American Funds Fundamental Invs R5E
Price$92.25
Change+$0.36 (+0.39%)
VolumeN/A
Net Assets162.53B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.36
Change+$0.96 (+0.31%)
VolumeN/A
Net Assets2.06T
RFNHX vs VSMPX Comparison Chart in %
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VS
RFNHX vs. VSMPX commentary
Dec 26, 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 RFNHX is a Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. RFNHX (163B). VSMPX pays higher dividends than RFNHX: VSMPX (1.12) vs RFNHX (1.01). RFNHX was incepted earlier than VSMPX: RFNHX (10 years) vs VSMPX (11 years). RFNHX (0.42) is less costly to investors than VSMPX (0.02). RFNHX is a more actively managed with annual turnover of: 28.00 vs. VSMPX (2.00). RFNHX has a lower initial minimum investment than VSMPX: RFNHX (250) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 14.43 vs. RFNHX (12.62). VSMPX return over 5 years is better than : 76.89 vs. RFNHX (41.56).
RFNHXVSMPXRFNHX / VSMPX
Total Expense Ratio0.420.022,100%
Annual Report Gross Expense Ratio0.420.022,100%
Fund Existence10 years11 years-
Gain YTD15.44317.38289%
Front LoadN/AN/A-
Min. Initial Investment2501000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets163B2.06T8%
Annual Yield % from dividends1.011.1290%
Returns for 1 year12.6214.4387%
Returns for 3 years58.5878.1075%
Returns for 5 years41.5676.8954%
Returns for 10 years89.19225.0940%
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