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AFIFX vs VFINX
AFIFX vs VFINX Comparison
Open Charts AFIFX vs VFINX
American Funds Fundamental Invs F1
Price$83.23
Change-$1.64 (-1.93%)
VolumeN/A
Net Assets144.16B
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
AFIFX vs VFINX Comparison Chart
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AFIFX vs. VFINX commentary
Feb 23, 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 Hold and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. AFIFX (144B). VFINX pays higher dividends than AFIFX: VFINX (1.24) vs AFIFX (0.96). AFIFX was incepted earlier than VFINX: AFIFX (24 years) vs VFINX (49 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 : 18.27 vs. AFIFX (10.25). VFINX return over 5 years is better than : 80.18 vs. AFIFX (35.06).
| AFIFX | VFINX | AFIFX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 49 years | - |
| Gain YTD | 3.173 | 2.400 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.41T | 10% |
| Annual Yield % from dividends | 0.96 | 1.24 | 78% |
| Returns for 1 year | 10.25 | 18.27 | 56% |
| Returns for 3 years | 23.02 | 39.78 | 58% |
| Returns for 5 years | 35.06 | 80.18 | 44% |
| Returns for 10 years | 59.14 | 184.41 | 32% |