Ad is loading...
FXAIX vs RFNAX
FXAIX vs RFNAX Comparison
Open Charts FXAIX vs RFNAX
American Funds Fundamental Invs R1
Price$82.63
Change-$1.63 (-1.93%)
VolumeN/A
Net Assets144.16B
FXAIX vs RFNAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. RFNAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. RFNAX (144B). 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 : 19.81 vs. RFNAX (9.42). FXAIX return over 5 years is better than : 94.76 vs. RFNAX (32.11).
| 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 | 2.419 | 3.068 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639B | 144B | 444% |
| Annual Yield % from dividends | 1.31 | 0.37 | 356% |
| Returns for 1 year | 19.81 | 9.42 | 210% |
| Returns for 3 years | 46.26 | 21.19 | 218% |
| Returns for 5 years | 94.76 | 32.11 | 295% |
| Returns for 10 years | 208.81 | 55.55 | 376% |
View a ticker or compare two or three
VS
VS
Ad is loading...