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FXAIX vs RFEBX
FXAIX vs RFEBX Comparison
Open Charts FXAIX vs RFEBX
American Funds Fundamental Invs R2E
Price$86.67
Change-$0.48 (-0.55%)
VolumeN/A
Net Assets152.29B
FXAIX vs RFEBX Comparison Chart in %
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FXAIX vs. RFEBX commentary
Jul 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 Buy and RFEBX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 666B vs. RFEBX (152B). FXAIX pays higher dividends than RFEBX: FXAIX (1.20) vs RFEBX (0.54). FXAIX was incepted earlier than RFEBX: FXAIX (14 years) vs RFEBX (11 years). RFEBX (1.07) 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 : 14.83 vs. RFEBX (8.61). FXAIX return over 5 years is better than : 113.65 vs. RFEBX (54.73).
| FXAIX | RFEBX | FXAIX / RFEBX | |
| Total Expense Ratio | 0.01 | 1.07 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.07 | 1% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 6.175 | 8.995 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666B | 152B | 438% |
| Annual Yield % from dividends | 1.20 | 0.54 | 221% |
| Returns for 1 year | 14.83 | 8.61 | 172% |
| Returns for 3 years | 69.66 | 50.47 | 138% |
| Returns for 5 years | 113.65 | 54.73 | 208% |
| Returns for 10 years | 228.26 | 68.44 | 334% |
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