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FXAIX vs RFEBX
FXAIX vs RFEBX Comparison
Open Charts FXAIX vs RFEBX
American Funds Fundamental Invs R2E
Price$85.66
Change+$0.53 (+0.62%)
VolumeN/A
Net Assets146.4B
FXAIX vs RFEBX Comparison Chart
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FXAIX vs. RFEBX commentary
Jun 07, 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 Buy and RFEBX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 634B vs. RFEBX (146B). FXAIX pays higher dividends than RFEBX: FXAIX (1.26) vs RFEBX (0.57). 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 : 12.43 vs. RFEBX (7.99). FXAIX return over 5 years is better than : 100.49 vs. RFEBX (47.67).
| 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 | 1.537 | 7.038 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 146B | 434% |
| Annual Yield % from dividends | 1.26 | 0.57 | 221% |
| Returns for 1 year | 12.43 | 7.99 | 155% |
| Returns for 3 years | 49.35 | 30.88 | 160% |
| Returns for 5 years | 100.49 | 47.67 | 211% |
| Returns for 10 years | 212.02 | 64.91 | 327% |
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