Interact to see
Advertisement
Advertisement
FXAIX vs RFNCX
FXAIX vs RFNCX Comparison
Open Charts FXAIX vs RFNCX
American Funds Fundamental Invs R3
Price$89.08
Change-$0.21 (-0.24%)
VolumeN/A
Net Assets154.13B
FXAIX vs RFNCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. RFNCX commentary
Aug 02, 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: 682B vs. RFNCX (154B). FXAIX pays higher dividends than RFNCX: FXAIX (1.19) vs RFNCX (0.65). FXAIX was incepted earlier than RFNCX: FXAIX (14 years) vs RFNCX (23 years). RFNCX (0.92) 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 : 16.72 vs. RFNCX (9.53). FXAIX return over 5 years is better than : 109.56 vs. RFNCX (53.34).
| FXAIX | RFNCX | FXAIX / RFNCX | |
| Total Expense Ratio | 0.01 | 0.92 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.92 | 2% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 8.947 | 11.013 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682B | 154B | 443% |
| Annual Yield % from dividends | 1.19 | 0.65 | 182% |
| Returns for 1 year | 16.72 | 9.53 | 176% |
| Returns for 3 years | 61.53 | 44.55 | 138% |
| Returns for 5 years | 109.56 | 53.34 | 205% |
| Returns for 10 years | 233.10 | 71.71 | 325% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement