AFIFX
Price
$75.51
Change
-$0.69 (-0.91%)
Updated
Apr 19, 6:59 PM EST
FXAIX
Price
$172.54
Change
-$1.51 (-0.87%)
Updated
Apr 19, 6:59 PM EST
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Analysis and predictions AFIFX vs FXAIX

Header iconAFIFX vs FXAIX Comparison
Open Charts AFIFX vs FXAIXBanner chart's image
American Funds Fundamental Invs F1
Price$75.51
Change-$0.69 (-0.91%)
VolumeN/A
CapitalizationN/A
Fidelity 500 Index
Price$172.54
Change-$1.51 (-0.87%)
VolumeN/A
CapitalizationN/A
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AFIFX vs FXAIX Comparison Chart

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VS
AFIFX vs. FXAIX commentary
Apr 20, 2024

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 Sell and FXAIX is a StrongSell.

FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 534B vs. AFIFX (131B). FXAIX pays higher dividends than AFIFX: FXAIX (1.31) vs AFIFX (0.96). AFIFX was incepted earlier than FXAIX: AFIFX (23 years) vs FXAIX (13 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 : 22.17 vs. AFIFX (18.93). FXAIX return over 5 years is better than : 82.88 vs. AFIFX (29.02).
AFIFXFXAIXAFIFX / FXAIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years13 years-
Gain YTD5.9134.583129%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets131B534B25%
Annual Yield % from dividends0.961.3174%
Returns for 1 year18.9322.1785%
Returns for 3 years2.5525.8510%
Returns for 5 years29.0282.8835%
Returns for 10 years52.24188.3428%
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