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FINFX vs FXAIX
FINFX vs FXAIX Comparison
Open Charts FINFX vs FXAIX
American Funds Fundamental Invs F2
Price$75.31
Change+$1.49 (+2.02%)
VolumeN/A
Net Assets127.1B
FINFX vs FXAIX Comparison Chart
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FINFX vs. FXAIX commentary
Apr 12, 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 FINFX is a Buy and FXAIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. FINFX (127B). FXAIX (1.30) and FINFX (1.29) have matching dividends . FINFX was incepted earlier than FXAIX: FINFX (17 years) vs FXAIX (14 years). FINFX (0.38) is less costly to investors than FXAIX (0.01). FINFX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than FINFX: FXAIX (0) vs FINFX (250). FXAIX annual gain was more profitable for investors over the last year : 2.68 vs. FINFX (-3.74). FXAIX return over 5 years is better than : 103.82 vs. FINFX (50.88).
| FINFX | FXAIX | FINFX / FXAIX | |
| Total Expense Ratio | 0.38 | 0.01 | 2,533% |
| Annual Report Gross Expense Ratio | 0.38 | 0.01 | 2,533% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -6.380 | -10.117 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 598B | 21% |
| Annual Yield % from dividends | 1.29 | 1.30 | 99% |
| Returns for 1 year | -3.74 | 2.68 | -140% |
| Returns for 3 years | 11.36 | 25.42 | 45% |
| Returns for 5 years | 50.88 | 103.82 | 49% |
| Returns for 10 years | 48.26 | 175.06 | 28% |