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AFIFX vs VFINX
AFIFX vs VFINX Comparison
Open Charts AFIFX vs VFINX
American Funds Fundamental Invs F1
Price$83.33
Change+$0.86 (+1.04%)
VolumeN/A
Net Assets145.02B
Vanguard 500 Index Investor
Price$553.73
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
AFIFX vs VFINX Comparison Chart
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AFIFX vs. VFINX commentary
Jan 19, 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 StrongBuy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. AFIFX (145B). 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 : 25.53 vs. AFIFX (18.38). VFINX return over 5 years is better than : 80.24 vs. AFIFX (35.39).
| 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 | 3.297 | 2.006 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 1.35T | 11% |
| Annual Yield % from dividends | 0.96 | 1.24 | 78% |
| Returns for 1 year | 18.38 | 25.53 | 72% |
| Returns for 3 years | 17.30 | 31.14 | 56% |
| Returns for 5 years | 35.39 | 80.24 | 44% |
| Returns for 10 years | 68.59 | 197.00 | 35% |