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CFNAX vs FXAIX
CFNAX vs FXAIX Comparison
Open Charts CFNAX vs FXAIX
American Funds Fundamental Invs 529A
Price$93.18
Change+$0.31 (+0.33%)
VolumeN/A
Net Assets157.38B
CFNAX vs FXAIX Comparison Chart in %
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CFNAX vs. FXAIX commentary
Nov 20, 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 CFNAX is a Hold and FXAIX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 737B vs. CFNAX (157B). FXAIX pays higher dividends than CFNAX: FXAIX (1.11) vs CFNAX (0.86). CFNAX was incepted earlier than FXAIX: CFNAX (24 years) vs FXAIX (15 years). CFNAX (0.62) is less costly to investors than FXAIX (0.01). CFNAX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than CFNAX: FXAIX (0) vs CFNAX (250). FXAIX annual gain was more profitable for investors over the last year : 13.24 vs. CFNAX (8.51). FXAIX return over 5 years is better than : 100.10 vs. CFNAX (51.72).
| CFNAX | FXAIX | CFNAX / FXAIX | |
| Total Expense Ratio | 0.62 | 0.01 | 4,133% |
| Annual Report Gross Expense Ratio | 0.62 | 0.01 | 4,133% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 16.390 | 13.739 | 119% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157B | 737B | 21% |
| Annual Yield % from dividends | 0.86 | 1.11 | 78% |
| Returns for 1 year | 8.51 | 13.24 | 64% |
| Returns for 3 years | 55.10 | 74.21 | 74% |
| Returns for 5 years | 51.72 | 100.10 | 52% |
| Returns for 10 years | 98.87 | 248.43 | 40% |
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