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FXAIX vs RFNAX
FXAIX vs RFNAX Comparison
Open Charts FXAIX vs RFNAX
American Funds Fundamental Invs R1
Price$90.40
Change+$0.50 (+0.56%)
VolumeN/A
Net Assets155.37B
FXAIX vs RFNAX Comparison Chart in %
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FXAIX vs. RFNAX commentary
Sep 06, 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 RFNAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 696B vs. RFNAX (155B). FXAIX pays higher dividends than RFNAX: FXAIX (1.16) vs RFNAX (0.27). 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 : 19.68 vs. RFNAX (12.59). FXAIX return over 5 years is better than : 104.31 vs. RFNAX (48.21).
| 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 | 11.505 | 12.799 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696B | 155B | 449% |
| Annual Yield % from dividends | 1.16 | 0.27 | 427% |
| Returns for 1 year | 19.68 | 12.59 | 156% |
| Returns for 3 years | 73.88 | 52.41 | 141% |
| Returns for 5 years | 104.31 | 48.21 | 216% |
| Returns for 10 years | 262.15 | 83.35 | 315% |