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FXAIX vs RFNAX
FXAIX vs RFNAX Comparison
Open Charts FXAIX vs RFNAX
American Funds Fundamental Invs R1
Price$83.71
Change-$0.19 (-0.23%)
VolumeN/A
Net Assets144.68B
FXAIX vs RFNAX Comparison Chart
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FXAIX vs. RFNAX commentary
May 21, 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 Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. RFNAX (145B). FXAIX pays higher dividends than RFNAX: FXAIX (1.34) 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 : 13.83 vs. RFNAX (4.29). FXAIX return over 5 years is better than : 118.13 vs. RFNAX (54.16).
| 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 | 1.891 | 4.435 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 145B | 410% |
| Annual Yield % from dividends | 1.34 | 0.32 | 419% |
| Returns for 1 year | 13.83 | 4.29 | 322% |
| Returns for 3 years | 59.96 | 34.41 | 174% |
| Returns for 5 years | 118.13 | 54.16 | 218% |
| Returns for 10 years | 206.62 | 57.29 | 361% |
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