Interact to see
Advertisement
Advertisement
RFNHX vs VSMPX
RFNHX vs VSMPX Comparison
Open Charts RFNHX vs VSMPX
American Funds Fundamental Invs R5E
Price$90.43
Change+$0.72 (+0.80%)
VolumeN/A
Net Assets156.2B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
RFNHX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RFNHX vs. VSMPX commentary
Sep 08, 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: 1.95T vs. RFNHX (156B). VSMPX pays higher dividends than RFNHX: VSMPX (1.17) vs RFNHX (1.07). 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 : 18.28 vs. RFNHX (13.69). VSMPX return over 5 years is better than : 85.39 vs. RFNHX (53.25).
| 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 | 13.542 | 10.574 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 1.95T | 8% |
| Annual Yield % from dividends | 1.07 | 1.17 | 92% |
| Returns for 1 year | 13.69 | 18.28 | 75% |
| Returns for 3 years | 56.07 | 64.03 | 88% |
| Returns for 5 years | 53.25 | 85.39 | 62% |
| Returns for 10 years | N/A | 215.19 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement