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FXAIX vs RFNBX
FXAIX vs RFNBX Comparison
Open Charts FXAIX vs RFNBX
American Funds Fundamental Invs R2
Price$82.63
Change+$0.85 (+1.04%)
VolumeN/A
Net Assets145.02B
FXAIX vs RFNBX Comparison Chart
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FXAIX vs. RFNBX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. RFNBX (145B). FXAIX pays higher dividends than RFNBX: FXAIX (1.31) vs RFNBX (0.37). FXAIX was incepted earlier than RFNBX: FXAIX (14 years) vs RFNBX (23 years). RFNBX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (3.00). 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 : 27.15 vs. RFNBX (17.46). FXAIX return over 5 years is better than : 94.81 vs. RFNBX (32.34).
| FXAIX | RFNBX | FXAIX / RFNBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 2.013 | 3.262 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 145B | 427% |
| Annual Yield % from dividends | 1.31 | 0.37 | 351% |
| Returns for 1 year | 27.15 | 17.46 | 155% |
| Returns for 3 years | 37.22 | 15.51 | 240% |
| Returns for 5 years | 94.81 | 32.34 | 293% |
| Returns for 10 years | 222.48 | 64.54 | 345% |
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