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AFIFX vs FXAIX
AFIFX vs FXAIX Comparison
Open Charts AFIFX vs FXAIX
American Funds Fundamental Invs F1
Price$89.83
Change-$0.46 (-0.51%)
VolumeN/A
Net Assets154.47B
AFIFX vs FXAIX Comparison Chart in %
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AFIFX vs. FXAIX commentary
Aug 27, 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 StrongBuy and FXAIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 682B vs. AFIFX (154B). FXAIX pays higher dividends than AFIFX: FXAIX (1.19) vs AFIFX (0.89). 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 : 16.27 vs. AFIFX (8.43). FXAIX return over 5 years is better than : 100.21 vs. AFIFX (47.77).
| 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 | 11.780 | 10.849 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 682B | 23% |
| Annual Yield % from dividends | 0.89 | 1.19 | 75% |
| Returns for 1 year | 8.43 | 16.27 | 52% |
| Returns for 3 years | 47.63 | 66.60 | 72% |
| Returns for 5 years | 47.77 | 100.21 | 48% |
| Returns for 10 years | 84.27 | 256.69 | 33% |
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