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AFIFX vs VFINX
AFIFX vs VFINX Comparison
Open Charts AFIFX vs VFINX
American Funds Fundamental Invs F1
Price$87.83
Change-$0.07 (-0.08%)
VolumeN/A
Net Assets152.23B
Vanguard 500 Index Investor
Price$574.70
Change-$0.41 (-0.07%)
VolumeN/A
Net Assets1.49T
AFIFX vs VFINX Comparison Chart in %
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AFIFX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.49T vs. AFIFX (152B). VFINX pays higher dividends than AFIFX: VFINX (1.12) vs AFIFX (0.90). AFIFX was incepted earlier than VFINX: AFIFX (24 years) vs VFINX (49 years). AFIFX (0.65) is less costly to investors than VFINX (0.14). 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 : 11.86 vs. AFIFX (7.41). VFINX return over 5 years is better than : 97.82 vs. AFIFX (56.16).
| AFIFX | VFINX | AFIFX / VFINX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 24 years | 49 years | - |
| Gain YTD | 9.292 | 5.966 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 1.49T | 10% |
| Annual Yield % from dividends | 0.90 | 1.12 | 81% |
| Returns for 1 year | 7.41 | 11.86 | 62% |
| Returns for 3 years | 50.26 | 59.89 | 84% |
| Returns for 5 years | 56.16 | 97.82 | 57% |
| Returns for 10 years | 72.33 | 200.41 | 36% |