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FXAIX vs RFEBX
FXAIX vs RFEBX Comparison
Open Charts FXAIX vs RFEBX
American Funds Fundamental Invs R2E
Price$82.72
Change+$0.85 (+1.04%)
VolumeN/A
Net Assets145.02B
FXAIX vs RFEBX Comparison Chart
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FXAIX vs. RFEBX commentary
Jan 19, 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 Hold and RFEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. RFEBX (145B). 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 : 27.15 vs. RFEBX (17.81). FXAIX return over 5 years is better than : 94.81 vs. RFEBX (33.47).
| 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 | 2.013 | 3.271 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 145B | 427% |
| Annual Yield % from dividends | 1.31 | 0.62 | 213% |
| Returns for 1 year | 27.15 | 17.81 | 152% |
| Returns for 3 years | 37.22 | 16.18 | 230% |
| Returns for 5 years | 94.81 | 33.47 | 283% |
| Returns for 10 years | 222.48 | 65.27 | 341% |
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