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AFIFX vs FXAIX
AFIFX vs FXAIX Comparison
Open Charts AFIFX vs FXAIX
American Funds Fundamental Invs F1
Price$83.23
Change-$1.64 (-1.93%)
VolumeN/A
Net Assets144.16B
AFIFX vs FXAIX Comparison Chart
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AFIFX vs. FXAIX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. AFIFX (144B). 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 : 19.81 vs. AFIFX (10.25). FXAIX return over 5 years is better than : 94.76 vs. AFIFX (35.06).
| 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 | 3.173 | 2.419 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 639B | 23% |
| Annual Yield % from dividends | 0.96 | 1.31 | 74% |
| Returns for 1 year | 10.25 | 19.81 | 52% |
| Returns for 3 years | 23.02 | 46.26 | 50% |
| Returns for 5 years | 35.06 | 94.76 | 37% |
| Returns for 10 years | 59.14 | 208.81 | 28% |
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