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FXAIX vs RFNAX
FXAIX vs RFNAX Comparison
Open Charts FXAIX vs RFNAX
American Funds Fundamental Invs R1
Price$69.49
Change-$0.83 (-1.18%)
VolumeN/A
Net Assets121.94B
FXAIX vs RFNAX Comparison Chart
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FXAIX vs. RFNAX commentary
Apr 10, 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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. RFNAX (122B). FXAIX pays higher dividends than RFNAX: FXAIX (1.30) vs RFNAX (0.32). FXAIX was incepted earlier than RFNAX: FXAIX (14 years) vs RFNAX (23 years). RFNAX (1.36) is less costly to investors than FXAIX (0.01). RFNAX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (2.00). 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 : -1.40 vs. RFNAX (-11.66). FXAIX return over 5 years is better than : 95.83 vs. RFNAX (35.52).
| FXAIX | RFNAX | FXAIX / RFNAX | |
| Total Expense Ratio | 0.01 | 1.36 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.36 | 1% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -13.644 | -13.306 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 122B | 490% |
| Annual Yield % from dividends | 1.30 | 0.32 | 406% |
| Returns for 1 year | -1.40 | -11.66 | 12% |
| Returns for 3 years | 18.06 | -0.56 | -3,247% |
| Returns for 5 years | 95.83 | 35.52 | 270% |
| Returns for 10 years | 163.48 | 32.73 | 499% |
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