Ad is loading...
AFIFX vs FXAIX
AFIFX vs FXAIX Comparison
Open Charts AFIFX vs FXAIX
American Funds Fundamental Invs F1
Price$75.22
Change-$3.67 (-4.65%)
VolumeN/A
Net Assets136.04B
AFIFX vs FXAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFIFX vs. FXAIX commentary
Apr 05, 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 AFIFX is a Hold and FXAIX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. AFIFX (136B). FXAIX pays higher dividends than AFIFX: FXAIX (1.30) vs AFIFX (1.03). AFIFX was incepted earlier than FXAIX: AFIFX (24 years) vs FXAIX (14 years). AFIFX (0.65) is less costly to investors than FXAIX (0.01). AFIFX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than AFIFX: FXAIX (0) vs AFIFX (250). FXAIX annual gain was more profitable for investors over the last year : 10.29 vs. AFIFX (0.38). FXAIX return over 5 years is better than : 146.07 vs. AFIFX (74.28).
| AFIFX | FXAIX | AFIFX / FXAIX | |
| Total Expense Ratio | 0.65 | 0.01 | 4,333% |
| Annual Report Gross Expense Ratio | 0.65 | 0.01 | 4,333% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -2.009 | -3.262 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 598B | 23% |
| Annual Yield % from dividends | 1.03 | 1.30 | 79% |
| Returns for 1 year | 0.38 | 10.29 | 4% |
| Returns for 3 years | 11.71 | 29.57 | 40% |
| Returns for 5 years | 74.28 | 146.07 | 51% |
| Returns for 10 years | 55.31 | 197.24 | 28% |
View a ticker or compare two or three
VS
VS
Ad is loading...