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FXAIX vs RFNCX
FXAIX vs RFNCX Comparison
Open Charts FXAIX vs RFNCX
American Funds Fundamental Invs R3
Price$86.60
Change+$0.87 (+1.01%)
VolumeN/A
Net Assets149.33B
FXAIX vs RFNCX Comparison Chart in %
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FXAIX vs. RFNCX commentary
Jun 27, 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: 634B vs. RFNCX (149B). FXAIX pays higher dividends than RFNCX: FXAIX (1.26) vs RFNCX (0.70). 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 : 12.68 vs. RFNCX (7.53). FXAIX return over 5 years is better than : 118.26 vs. RFNCX (59.75).
| 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 | 4.229 | 7.922 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 149B | 426% |
| Annual Yield % from dividends | 1.26 | 0.70 | 180% |
| Returns for 1 year | 12.68 | 7.53 | 168% |
| Returns for 3 years | 63.41 | 46.48 | 136% |
| Returns for 5 years | 118.26 | 59.75 | 198% |
| Returns for 10 years | 223.41 | 69.93 | 319% |
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