Ad is loading...
FXAIX vs RFNAX
FXAIX vs RFNAX Comparison
Open Charts FXAIX vs RFNAX
American Funds Fundamental Invs R1
Price$82.79
Change+$0.85 (+1.04%)
VolumeN/A
Net Assets145.02B
FXAIX vs RFNAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. RFNAX 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 RFNAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. RFNAX (145B). FXAIX pays higher dividends than RFNAX: FXAIX (1.31) vs RFNAX (0.37). FXAIX was incepted earlier than RFNAX: FXAIX (14 years) vs RFNAX (23 years). RFNAX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than RFNAX: FXAIX (0) vs RFNAX (250). FXAIX annual gain was more profitable for investors over the last year : 27.15 vs. RFNAX (17.49). FXAIX return over 5 years is better than : 94.81 vs. RFNAX (32.45).
| FXAIX | RFNAX | FXAIX / RFNAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 2.013 | 3.268 | 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 | 0.37 | 356% |
| Returns for 1 year | 27.15 | 17.49 | 155% |
| Returns for 3 years | 37.22 | 15.57 | 239% |
| Returns for 5 years | 94.81 | 32.45 | 292% |
| Returns for 10 years | 222.48 | 64.76 | 344% |
View a ticker or compare two or three
VS
VS
Ad is loading...