AFIFX
Price
$87.83
Change
-$0.07 (-0.08%)
Updated
Jul 8 closing price
Net Assets
152.23B
FXAIX
Price
$216.87
Change
-$0.16 (-0.07%)
Updated
Jul 8 closing price
Net Assets
665.84B
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AFIFX vs FXAIX

Header iconAFIFX vs FXAIX Comparison
Open Charts AFIFX vs FXAIXBanner chart's image
American Funds Fundamental Invs F1
Price$87.83
Change-$0.07 (-0.08%)
VolumeN/A
Net Assets152.23B
Fidelity 500 Index
Price$216.87
Change-$0.16 (-0.07%)
VolumeN/A
Net Assets665.84B
AFIFX vs FXAIX Comparison Chart in %
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AFIFX vs. FXAIX commentary
Jul 09, 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 Buy and FXAIX is a Buy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 666B vs. AFIFX (152B). FXAIX pays higher dividends than AFIFX: FXAIX (1.20) vs AFIFX (0.90). 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 : 13.27 vs. AFIFX (7.41). FXAIX return over 5 years is better than : 112.99 vs. AFIFX (56.16).
AFIFXFXAIXAFIFX / FXAIX
Total Expense Ratio0.650.014,333%
Annual Report Gross Expense Ratio0.650.014,333%
Fund Existence24 years14 years-
Gain YTD9.2926.627140%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets152B666B23%
Annual Yield % from dividends0.901.2075%
Returns for 1 year7.4113.2756%
Returns for 3 years50.2667.0875%
Returns for 5 years56.16112.9950%
Returns for 10 years72.33229.5632%
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