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FXAIX vs RFEBX
FXAIX vs RFEBX Comparison
Open Charts FXAIX vs RFEBX
American Funds Fundamental Invs R2E
Price$88.36
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets153.39B
FXAIX vs RFEBX Comparison Chart in %
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FXAIX vs. RFEBX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 682B vs. RFEBX (153B). FXAIX pays higher dividends than RFEBX: FXAIX (1.19) vs RFEBX (0.53). 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 : 23.62 vs. RFEBX (16.03). FXAIX return over 5 years is better than : 103.95 vs. RFEBX (48.53).
| 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 | 8.661 | 10.509 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682B | 153B | 446% |
| Annual Yield % from dividends | 1.19 | 0.53 | 223% |
| Returns for 1 year | 23.62 | 16.03 | 147% |
| Returns for 3 years | 60.23 | 42.01 | 143% |
| Returns for 5 years | 103.95 | 48.53 | 214% |
| Returns for 10 years | 231.01 | 69.12 | 334% |
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