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RFNHX vs VSMPX
RFNHX vs VSMPX Comparison
Open Charts RFNHX vs VSMPX
American Funds Fundamental Invs R5E
Price$93.96
Change+$0.16 (+0.17%)
VolumeN/A
Net Assets159.97B
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
RFNHX vs VSMPX Comparison Chart in %
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RFNHX vs. VSMPX commentary
Oct 19, 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 StrongBuy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. RFNHX (160B). VSMPX pays higher dividends than RFNHX: VSMPX (1.15) vs RFNHX (1.04). 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 : 13.81 vs. RFNHX (9.56). VSMPX return over 5 years is better than : 84.96 vs. RFNHX (55.67).
| 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 | 17.583 | 13.029 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 2.02T | 8% |
| Annual Yield % from dividends | 1.04 | 1.15 | 91% |
| Returns for 1 year | 9.56 | 13.81 | 69% |
| Returns for 3 years | 68.90 | 76.12 | 91% |
| Returns for 5 years | 55.67 | 84.96 | 66% |
| Returns for 10 years | N/A | 215.53 | - |
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