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FXAIX vs RFNBX
FXAIX vs RFNBX Comparison
Open Charts FXAIX vs RFNBX
American Funds Fundamental Invs R2
Price$79.71
Change-$0.13 (-0.16%)
VolumeN/A
Net Assets137.79B
FXAIX vs RFNBX Comparison Chart
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FXAIX vs. RFNBX commentary
May 11, 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 RFNBX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. RFNBX (138B). FXAIX pays higher dividends than RFNBX: FXAIX (1.34) vs RFNBX (0.32). FXAIX was incepted earlier than RFNBX: FXAIX (14 years) vs RFNBX (23 years). RFNBX (1.36) is less costly to investors than FXAIX (0.01). RFNBX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than RFNBX: FXAIX (0) vs RFNBX (250). FXAIX annual gain was more profitable for investors over the last year : 9.99 vs. RFNBX (1.74). FXAIX return over 5 years is better than : 108.40 vs. RFNBX (48.18).
| FXAIX | RFNBX | FXAIX / RFNBX | |
| 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 | -3.366 | -0.377 | 892% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 138B | 430% |
| Annual Yield % from dividends | 1.34 | 0.32 | 415% |
| Returns for 1 year | 9.99 | 1.74 | 575% |
| Returns for 3 years | 48.07 | 28.22 | 170% |
| Returns for 5 years | 108.40 | 48.18 | 225% |
| Returns for 10 years | 194.80 | 51.56 | 378% |
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