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AFICX vs VFIAX
AFICX vs VFIAX Comparison
Open Charts AFICX vs VFIAX
American Funds Fundamental Invs C
Price$79.89
Change-$0.12 (-0.15%)
VolumeN/A
Net Assets138.05B
Vanguard 500 Index Admiral
Price$522.74
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
AFICX vs VFIAX Comparison Chart
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AFICX vs. VFIAX commentary
May 10, 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 VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. AFICX (138B). VFIAX pays higher dividends than AFICX: VFIAX (1.36) vs AFICX (0.34). AFICX was incepted earlier than VFIAX: AFICX (24 years) vs VFIAX (25 years). AFICX (1.33) is less costly to investors than VFIAX (0.04). AFICX is a more actively managed with annual turnover of: 28.00 vs. VFIAX (2.00). AFICX has a lower initial minimum investment than VFIAX: AFICX (250) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.65 vs. AFICX (2.41). VFIAX return over 5 years is better than : 93.25 vs. AFICX (48.65).
| AFICX | VFIAX | AFICX / VFIAX | |
| Total Expense Ratio | 1.33 | 0.04 | 3,325% |
| Annual Report Gross Expense Ratio | 1.33 | 0.04 | 3,325% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -0.208 | -3.623 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.34T | 10% |
| Annual Yield % from dividends | 0.34 | 1.36 | 25% |
| Returns for 1 year | 2.41 | 8.65 | 28% |
| Returns for 3 years | 28.91 | 41.62 | 69% |
| Returns for 5 years | 48.65 | 93.25 | 52% |
| Returns for 10 years | 51.75 | 169.99 | 30% |
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