Ad is loading...
FXAIX vs RFNCX
FXAIX vs RFNCX Comparison
Open Charts FXAIX vs RFNCX
American Funds Fundamental Invs R3
Price$83.08
Change+$0.86 (+1.05%)
VolumeN/A
Net Assets145.02B
FXAIX vs RFNCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. RFNCX 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 RFNCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. RFNCX (145B). FXAIX pays higher dividends than RFNCX: FXAIX (1.31) vs RFNCX (0.74). FXAIX was incepted earlier than RFNCX: FXAIX (14 years) vs RFNCX (23 years). RFNCX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (3.00). 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 : 27.15 vs. RFNCX (18.02). FXAIX return over 5 years is better than : 94.81 vs. RFNCX (34.24).
| FXAIX | RFNCX | FXAIX / RFNCX | |
| 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 | 3.282 | 61% |
| 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 | 0.74 | 178% |
| Returns for 1 year | 27.15 | 18.02 | 151% |
| Returns for 3 years | 37.22 | 16.61 | 224% |
| Returns for 5 years | 94.81 | 34.24 | 277% |
| Returns for 10 years | 222.48 | 67.05 | 332% |
View a ticker or compare two or three
VS
VS
Ad is loading...