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FINFX vs VFIAX
FINFX vs VFIAX Comparison
Open Charts FINFX vs VFIAX
American Funds Fundamental Invs F2
Price$83.33
Change+$0.86 (+1.04%)
VolumeN/A
Net Assets145.02B
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
FINFX vs VFIAX Comparison Chart
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FINFX vs. VFIAX commentary
Jan 19, 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 StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. FINFX (145B). VFIAX pays higher dividends than FINFX: VFIAX (1.32) vs FINFX (1.19). FINFX was incepted earlier than VFIAX: FINFX (16 years) vs VFIAX (24 years). FINFX is a more actively managed with annual turnover of: 28.00 vs. VFIAX (2.00). FINFX has a lower initial minimum investment than VFIAX: FINFX (250) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 25.54 vs. FINFX (18.69). VFIAX return over 5 years is better than : 80.23 vs. FINFX (36.44).
| FINFX | VFIAX | FINFX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 3.310 | 2.010 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 1.35T | 11% |
| Annual Yield % from dividends | 1.19 | 1.32 | 90% |
| Returns for 1 year | 18.69 | 25.54 | 73% |
| Returns for 3 years | 17.91 | 31.13 | 58% |
| Returns for 5 years | 36.44 | 80.23 | 45% |
| Returns for 10 years | 69.88 | 196.98 | 35% |
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