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FXAIX vs RFNBX
FXAIX vs RFNBX Comparison
Open Charts FXAIX vs RFNBX
American Funds Fundamental Invs R2
Price$74.62
Change-$3.64 (-4.65%)
VolumeN/A
Net Assets136.04B
FXAIX vs RFNBX Comparison Chart
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FXAIX vs. RFNBX commentary
Apr 04, 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 Hold and RFNBX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. RFNBX (136B). FXAIX pays higher dividends than RFNBX: FXAIX (1.30) vs RFNBX (0.32). FXAIX was incepted earlier than RFNBX: FXAIX (14 years) vs RFNBX (23 years). RFNBX (1.37) 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 : 10.29 vs. RFNBX (-0.39). FXAIX return over 5 years is better than : 146.07 vs. RFNBX (69.91).
| FXAIX | RFNBX | FXAIX / RFNBX | |
| Total Expense Ratio | 0.01 | 1.37 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.37 | 1% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -3.262 | -2.189 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 136B | 440% |
| Annual Yield % from dividends | 1.30 | 0.32 | 401% |
| Returns for 1 year | 10.29 | -0.39 | -2,629% |
| Returns for 3 years | 29.57 | 9.81 | 302% |
| Returns for 5 years | 146.07 | 69.91 | 209% |
| Returns for 10 years | 197.24 | 51.30 | 384% |
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