Ad is loading...
AIVSX vs FXAIX
AIVSX vs FXAIX Comparison
Open Charts AIVSX vs FXAIX
American Funds Invmt Co of Amer A
Price$57.55
Change-$1.81 (-3.05%)
VolumeN/A
CapitalizationN/A
AIVSX vs FXAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AIVSX vs. FXAIX commentary
Dec 19, 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 AIVSX is a Hold and FXAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. AIVSX (148B). FXAIX (1.31) and AIVSX (1.27) have matching dividends . AIVSX was incepted earlier than FXAIX: AIVSX (91 years) vs FXAIX (14 years). AIVSX is a more actively managed with annual turnover of: 29.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than AIVSX: FXAIX (0) vs AIVSX (250). FXAIX annual gain was more profitable for investors over the last year : 29.40 vs. AIVSX (20.47). FXAIX return over 5 years is better than : 104.23 vs. AIVSX (56.93).
| AIVSX | FXAIX | AIVSX / FXAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 91 years | 14 years | - |
| Gain YTD | 19.032 | 28.550 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 632B | 23% |
| Annual Yield % from dividends | 1.27 | 1.31 | 96% |
| Returns for 1 year | 20.47 | 29.40 | 70% |
| Returns for 3 years | 21.33 | 37.14 | 57% |
| Returns for 5 years | 56.93 | 104.23 | 55% |
| Returns for 10 years | 50.85 | 217.91 | 23% |