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FXAIX vs RFNCX
FXAIX vs RFNCX Comparison
Open Charts FXAIX vs RFNCX
American Funds Fundamental Invs R3
Price$75.99
Change+$6.26 (+8.98%)
VolumeN/A
Net Assets120.43B
FXAIX vs RFNCX Comparison Chart
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FXAIX vs. RFNCX commentary
Apr 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 RFNCX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. RFNCX (120B). FXAIX pays higher dividends than RFNCX: FXAIX (1.30) vs RFNCX (0.75). FXAIX was incepted earlier than RFNCX: FXAIX (14 years) vs RFNCX (23 years). RFNCX (0.93) is less costly to investors than FXAIX (0.01). RFNCX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than RFNCX: FXAIX (0) vs RFNCX (250). FXAIX annual gain was more profitable for investors over the last year : -3.10 vs. RFNCX (-11.22). FXAIX return over 5 years is better than : 92.75 vs. RFNCX (37.56).
| FXAIX | RFNCX | FXAIX / RFNCX | |
| Total Expense Ratio | 0.01 | 0.93 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.93 | 2% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -15.000 | -13.204 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 120B | 498% |
| Annual Yield % from dividends | 1.30 | 0.75 | 173% |
| Returns for 1 year | -3.10 | -11.22 | 28% |
| Returns for 3 years | 16.20 | 0.46 | 3,490% |
| Returns for 5 years | 92.75 | 37.56 | 247% |
| Returns for 10 years | 159.34 | 34.74 | 459% |