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FXAIX vs RFNAX
FXAIX vs RFNAX Comparison
Open Charts FXAIX vs RFNAX
American Funds Fundamental Invs R1
Price$89.40
Change-$0.35 (-0.39%)
VolumeN/A
Net Assets155.63B
FXAIX vs RFNAX Comparison Chart in %
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FXAIX vs. RFNAX commentary
Aug 16, 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 StrongBuy and RFNAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 682B vs. RFNAX (156B). FXAIX pays higher dividends than RFNAX: FXAIX (1.19) 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 : 18.18 vs. RFNAX (9.33). FXAIX return over 5 years is better than : 106.54 vs. RFNAX (47.88).
| 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 | 10.810 | 11.551 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682B | 156B | 437% |
| Annual Yield % from dividends | 1.19 | 0.27 | 432% |
| Returns for 1 year | 18.18 | 9.33 | 195% |
| Returns for 3 years | 57.05 | 38.01 | 150% |
| Returns for 5 years | 106.54 | 47.88 | 223% |
| Returns for 10 years | 238.38 | 71.50 | 333% |
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