Ad is loading...
Ad is loading...
FXAIX vs RFEBX
FXAIX vs RFEBX Comparison
Open Charts FXAIX vs RFEBX
American Funds Fundamental Invs R2E
Price$85.44
Change-$1.25 (-1.44%)
VolumeN/A
CapitalizationN/A
FXAIX vs RFEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. RFEBX commentary
Nov 18, 2024
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 StrongSell and RFEBX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 593B vs. RFEBX (142B). 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 : 32.03 vs. RFEBX (24.98). FXAIX return over 5 years is better than : 102.32 vs. RFEBX (38.94).
| 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 | 24.554 | 20.694 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593B | 142B | 418% |
| Annual Yield % from dividends | 1.31 | 0.62 | 213% |
| Returns for 1 year | 32.03 | 24.98 | 128% |
| Returns for 3 years | 30.80 | 6.96 | 442% |
| Returns for 5 years | 102.32 | 38.94 | 263% |
| Returns for 10 years | 210.78 | 58.06 | 363% |