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FXAIX vs RFEBX
FXAIX vs RFEBX Comparison
Open Charts FXAIX vs RFEBX
American Funds Fundamental Invs R2E
Price$82.59
Change-$1.63 (-1.94%)
VolumeN/A
Net Assets144.16B
FXAIX vs RFEBX Comparison Chart
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FXAIX vs. RFEBX commentary
Feb 23, 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 StrongBuy and RFEBX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. RFEBX (144B). FXAIX pays higher dividends than RFEBX: FXAIX (1.31) vs RFEBX (0.62). FXAIX was incepted earlier than RFEBX: FXAIX (14 years) vs RFEBX (10 years). RFEBX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (3.00). 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 : 19.81 vs. RFEBX (9.72). FXAIX return over 5 years is better than : 94.76 vs. RFEBX (33.14).
| FXAIX | RFEBX | FXAIX / RFEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 2.419 | 3.109 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639B | 144B | 444% |
| Annual Yield % from dividends | 1.31 | 0.62 | 213% |
| Returns for 1 year | 19.81 | 9.72 | 204% |
| Returns for 3 years | 46.26 | 21.86 | 212% |
| Returns for 5 years | 94.76 | 33.14 | 286% |
| Returns for 10 years | 208.81 | 55.95 | 373% |
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