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AFIFX vs FXAIX
AFIFX vs FXAIX Comparison
Open Charts AFIFX vs FXAIX
American Funds Fundamental Invs F1
Price$83.33
Change+$0.86 (+1.04%)
VolumeN/A
Net Assets145.02B
AFIFX vs FXAIX Comparison Chart
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AFIFX vs. FXAIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. AFIFX (145B). FXAIX pays higher dividends than AFIFX: FXAIX (1.31) vs AFIFX (0.96). AFIFX was incepted earlier than FXAIX: AFIFX (24 years) vs FXAIX (14 years). AFIFX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (3.00). 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 : 27.15 vs. AFIFX (18.38). FXAIX return over 5 years is better than : 94.81 vs. AFIFX (35.39).
| AFIFX | FXAIX | AFIFX / FXAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 3.297 | 2.013 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 619B | 23% |
| Annual Yield % from dividends | 0.96 | 1.31 | 74% |
| Returns for 1 year | 18.38 | 27.15 | 68% |
| Returns for 3 years | 17.30 | 37.22 | 46% |
| Returns for 5 years | 35.39 | 94.81 | 37% |
| Returns for 10 years | 68.59 | 222.48 | 31% |