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FXAIX vs RFEBX
FXAIX vs RFEBX Comparison
Open Charts FXAIX vs RFEBX
American Funds Fundamental Invs R2E
Price$78.33
Change+$0.48 (+0.62%)
VolumeN/A
Net Assets135.22B
FXAIX vs RFEBX Comparison Chart
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FXAIX vs. RFEBX commentary
Apr 03, 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 FXAIX is a Hold and RFEBX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. RFEBX (135B). FXAIX pays higher dividends than RFEBX: FXAIX (1.30) vs RFEBX (0.61). FXAIX was incepted earlier than RFEBX: FXAIX (14 years) vs RFEBX (11 years). RFEBX (1.08) is less costly to investors than FXAIX (0.01). RFEBX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than RFEBX: FXAIX (0) vs RFEBX (250). FXAIX annual gain was more profitable for investors over the last year : 9.67 vs. RFEBX (0.50). FXAIX return over 5 years is better than : 144.41 vs. RFEBX (71.54).
| FXAIX | RFEBX | FXAIX / RFEBX | |
| Total Expense Ratio | 0.01 | 1.08 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.08 | 1% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -3.913 | -2.122 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 135B | 443% |
| Annual Yield % from dividends | 1.30 | 0.61 | 212% |
| Returns for 1 year | 9.67 | 0.50 | 1,925% |
| Returns for 3 years | 29.74 | 11.41 | 261% |
| Returns for 5 years | 144.41 | 71.54 | 202% |
| Returns for 10 years | 197.21 | 53.29 | 370% |
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