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AFIFX vs FXAIX
AFIFX vs FXAIX Comparison
Open Charts AFIFX vs FXAIX
American Funds Fundamental Invs F1
Price$87.83
Change-$0.07 (-0.08%)
VolumeN/A
Net Assets152.23B
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.
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).
| 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 | 9.292 | 6.627 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 666B | 23% |
| Annual Yield % from dividends | 0.90 | 1.20 | 75% |
| Returns for 1 year | 7.41 | 13.27 | 56% |
| Returns for 3 years | 50.26 | 67.08 | 75% |
| Returns for 5 years | 56.16 | 112.99 | 50% |
| Returns for 10 years | 72.33 | 229.56 | 32% |
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