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AFIFX vs VFINX
AFIFX vs VFINX Comparison
Open Charts AFIFX vs VFINX
American Funds Fundamental Invs F1
Price$79.41
Change-$1.69 (-2.08%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$500.18
Change-$8.72 (-1.71%)
VolumeN/A
CapitalizationN/A
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AFIFX vs VFINX Comparison Chart
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AFIFX vs. VFINX commentary
Sep 08, 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 Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.24T vs. AFIFX (132B). VFINX pays higher dividends than AFIFX: VFINX (1.24) vs AFIFX (0.96). AFIFX was incepted earlier than VFINX: AFIFX (24 years) vs VFINX (48 years). AFIFX is a more actively managed with annual turnover of: 28.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than AFIFX: VFINX (0) vs AFIFX (250). VFINX annual gain was more profitable for investors over the last year : 23.24 vs. AFIFX (19.92). VFINX return over 5 years is better than : 84.65 vs. AFIFX (40.18).
| AFIFX | VFINX | AFIFX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 48 years | - |
| Gain YTD | 13.978 | 15.673 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 1.24T | 11% |
| Annual Yield % from dividends | 0.96 | 1.24 | 78% |
| Returns for 1 year | 19.92 | 23.24 | 86% |
| Returns for 3 years | 4.22 | 21.35 | 20% |
| Returns for 5 years | 40.18 | 84.65 | 47% |
| Returns for 10 years | 53.15 | 177.57 | 30% |
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