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FXAIX vs RFNEX
FXAIX vs RFNEX Comparison
Open Charts FXAIX vs RFNEX
American Funds Fundamental Invs R4
Price$88.78
Change+$0.49 (+0.55%)
VolumeN/A
Net Assets152.52B
FXAIX vs RFNEX Comparison Chart in %
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FXAIX vs. RFNEX commentary
Aug 08, 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 StrongBuy and RFNEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 682B vs. RFNEX (153B). FXAIX pays higher dividends than RFNEX: FXAIX (1.19) vs RFNEX (0.91). FXAIX was incepted earlier than RFNEX: FXAIX (14 years) vs RFNEX (23 years). RFNEX (0.62) is less costly to investors than FXAIX (0.01). RFNEX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than RFNEX: FXAIX (0) vs RFNEX (250). FXAIX annual gain was more profitable for investors over the last year : 21.79 vs. RFNEX (15.54). FXAIX return over 5 years is better than : 102.48 vs. RFNEX (50.99).
| FXAIX | RFNEX | FXAIX / RFNEX | |
| Total Expense Ratio | 0.01 | 0.62 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.62 | 2% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 7.878 | 10.774 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682B | 153B | 446% |
| Annual Yield % from dividends | 1.19 | 0.91 | 131% |
| Returns for 1 year | 21.79 | 15.54 | 140% |
| Returns for 3 years | 58.89 | 43.82 | 134% |
| Returns for 5 years | 102.48 | 50.99 | 201% |
| Returns for 10 years | 232.84 | 74.70 | 312% |
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