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CFNAX vs FXAIX
CFNAX vs FXAIX Comparison
Open Charts CFNAX vs FXAIX
American Funds Fundamental Invs 529A
Price$80.27
Change-$0.12 (-0.15%)
VolumeN/A
Net Assets137.79B
CFNAX vs FXAIX Comparison Chart
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CFNAX vs. FXAIX commentary
May 11, 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 Buy and FXAIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. CFNAX (138B). FXAIX pays higher dividends than CFNAX: FXAIX (1.34) vs CFNAX (1.05). CFNAX was incepted earlier than FXAIX: CFNAX (23 years) vs FXAIX (14 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 (2.00). 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 : 9.99 vs. CFNAX (2.54). FXAIX return over 5 years is better than : 108.40 vs. CFNAX (56.34).
| 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 | 23 years | 14 years | - |
| Gain YTD | -0.100 | -3.366 | 3% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 594B | 23% |
| Annual Yield % from dividends | 1.05 | 1.34 | 79% |
| Returns for 1 year | 2.54 | 9.99 | 25% |
| Returns for 3 years | 32.12 | 48.07 | 67% |
| Returns for 5 years | 56.34 | 108.40 | 52% |
| Returns for 10 years | 72.28 | 194.80 | 37% |
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