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FXAIX vs RFEBX
FXAIX vs RFEBX Comparison
Open Charts FXAIX vs RFEBX
American Funds Fundamental Invs R2E
Price$80.39
Change-$9.06 (-10.13%)
VolumeN/A
CapitalizationN/A
FXAIX vs RFEBX Comparison Chart
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FXAIX vs. RFEBX commentary
Dec 19, 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 StrongBuy and RFEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. RFEBX (147B). 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 : 29.40 vs. RFEBX (27.78). FXAIX return over 5 years is better than : 104.23 vs. RFEBX (40.80).
| 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 | 28.550 | 26.358 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 147B | 430% |
| Annual Yield % from dividends | 1.31 | 0.62 | 213% |
| Returns for 1 year | 29.40 | 27.78 | 106% |
| Returns for 3 years | 37.14 | 23.59 | 157% |
| Returns for 5 years | 104.23 | 40.80 | 255% |
| Returns for 10 years | 217.91 | 64.74 | 337% |
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