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AFICX vs FXAIX
AFICX vs FXAIX Comparison
Open Charts AFICX vs FXAIX
American Funds Fundamental Invs C
Price$74.21
Change-$1.23 (-1.63%)
VolumeN/A
Net Assets130.63B
AFICX vs FXAIX Comparison Chart
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AFICX vs. FXAIX commentary
Apr 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 AFICX is a Buy and FXAIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. AFICX (131B). FXAIX pays higher dividends than AFICX: FXAIX (1.30) vs AFICX (0.34). AFICX was incepted earlier than FXAIX: AFICX (24 years) vs FXAIX (14 years). AFICX (1.35) is less costly to investors than FXAIX (0.01). AFICX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than AFICX: FXAIX (0) vs AFICX (250). FXAIX annual gain was more profitable for investors over the last year : 8.26 vs. AFICX (-2.59). FXAIX return over 5 years is better than : 102.63 vs. AFICX (40.53).
| AFICX | FXAIX | AFICX / FXAIX | |
| Total Expense Ratio | 1.35 | 0.01 | 9,000% |
| Annual Report Gross Expense Ratio | 1.35 | 0.01 | 9,000% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -7.442 | -7.911 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 598B | 22% |
| Annual Yield % from dividends | 0.34 | 1.30 | 26% |
| Returns for 1 year | -2.59 | 8.26 | -31% |
| Returns for 3 years | 7.72 | 28.61 | 27% |
| Returns for 5 years | 40.53 | 102.63 | 39% |
| Returns for 10 years | 43.05 | 183.76 | 23% |