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RFNHX vs VSMPX
RFNHX vs VSMPX Comparison
Open Charts RFNHX vs VSMPX
American Funds Fundamental Invs R5E
Price$94.39
Change+$0.10 (+0.11%)
VolumeN/A
Net Assets161.77B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.42
Change+$8.40 (+2.78%)
VolumeN/A
Net Assets2.06T
RFNHX vs VSMPX Comparison Chart in %
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RFNHX vs. VSMPX commentary
Feb 04, 2026
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: 2.06T vs. RFNHX (162B). VSMPX pays higher dividends than RFNHX: VSMPX (1.11) vs RFNHX (0.79). 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 (14.80) and RFNHX (14.29) have marching annual gain over last year. VSMPX return over 5 years is better than : 68.28 vs. RFNHX (39.38).
| 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 | 3.012 | 1.381 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 2.06T | 8% |
| Annual Yield % from dividends | 0.79 | 1.11 | 72% |
| Returns for 1 year | 14.29 | 14.80 | 97% |
| Returns for 3 years | 51.57 | 64.07 | 80% |
| Returns for 5 years | 39.38 | 68.28 | 58% |
| Returns for 10 years | 113.32 | 259.26 | 44% |
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