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AFIFX vs FXAIX
AFIFX vs FXAIX Comparison
Open Charts AFIFX vs FXAIX
American Funds Fundamental Invs F1
Price$89.27
Change+$0.32 (+0.36%)
VolumeN/A
Net Assets153.67B
AFIFX vs FXAIX Comparison Chart in %
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AFIFX vs. FXAIX commentary
Jul 18, 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.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 666B vs. AFIFX (154B). 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 : 13.56 vs. AFIFX (9.70). FXAIX return over 5 years is better than : 109.32 vs. AFIFX (55.83).
| 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 | 11.084 | 7.227 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 666B | 23% |
| Annual Yield % from dividends | 0.90 | 1.20 | 75% |
| Returns for 1 year | 9.70 | 13.56 | 72% |
| Returns for 3 years | 54.71 | 70.99 | 77% |
| Returns for 5 years | 55.83 | 109.32 | 51% |
| Returns for 10 years | 71.40 | 223.30 | 32% |
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