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RFNHX vs VSMPX
RFNHX vs VSMPX Comparison
Open Charts RFNHX vs VSMPX
American Funds Fundamental Invs R5E
Price$89.87
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
RFNHX vs VSMPX Comparison Chart in %
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RFNHX vs. VSMPX commentary
Aug 18, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. RFNHX (156B). VSMPX pays higher dividends than RFNHX: VSMPX (1.20) vs RFNHX (1.08). RFNHX was incepted earlier than VSMPX: RFNHX (10 years) vs VSMPX (10 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 : 16.22 vs. RFNHX (10.38). VSMPX return over 5 years is better than : 85.90 vs. RFNHX (52.89).
| RFNHX | VSMPX | RFNHX / VSMPX | |
| Total Expense Ratio | 0.42 | 0.02 | 2,100% |
| Annual Report Gross Expense Ratio | 0.42 | 0.02 | 2,100% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 12.219 | 9.284 | 132% |
| 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 | 1.08 | 1.20 | 91% |
| Returns for 1 year | 10.38 | 16.22 | 64% |
| Returns for 3 years | 41.32 | 46.86 | 88% |
| Returns for 5 years | 52.89 | 85.90 | 62% |
| Returns for 10 years | N/A | 193.56 | - |
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