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RFNHX vs VSMPX
RFNHX vs VSMPX Comparison
Open Charts RFNHX vs VSMPX
American Funds Fundamental Invs R5E
Price$96.37
Change+$0.20 (+0.21%)
VolumeN/A
Net Assets162.53B
Vanguard Total Stock Mkt Idx Instl Pls
Price$307.36
Change+$1.29 (+0.42%)
VolumeN/A
Net Assets2.05T
RFNHX vs VSMPX Comparison Chart in %
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RFNHX vs. VSMPX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T 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 : 11.45 vs. RFNHX (9.72). VSMPX return over 5 years is better than : 77.28 vs. RFNHX (48.98).
| 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 | 11 years | - |
| Gain YTD | 20.111 | 15.521 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 2.05T | 8% |
| Annual Yield % from dividends | 1.01 | 1.12 | 90% |
| Returns for 1 year | 9.72 | 11.45 | 85% |
| Returns for 3 years | 54.82 | 64.49 | 85% |
| Returns for 5 years | 48.98 | 77.28 | 63% |
| Returns for 10 years | 86.07 | 213.44 | 40% |
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