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FXAIX vs RFNEX
FXAIX vs RFNEX Comparison
Open Charts FXAIX vs RFNEX
American Funds Fundamental Invs R4
Price$80.99
Change+$0.74 (+0.92%)
VolumeN/A
CapitalizationN/A
FXAIX vs RFNEX Comparison Chart
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FXAIX vs. RFNEX commentary
Dec 22, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. RFNEX (142B). FXAIX pays higher dividends than RFNEX: FXAIX (1.31) vs RFNEX (0.99). FXAIX was incepted earlier than RFNEX: FXAIX (14 years) vs RFNEX (22 years). RFNEX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (3.00). 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 : 26.66 vs. RFNEX (15.66). FXAIX return over 5 years is better than : 99.23 vs. RFNEX (35.89).
| FXAIX | RFNEX | FXAIX / RFNEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 26.019 | 14.819 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 142B | 445% |
| Annual Yield % from dividends | 1.31 | 0.99 | 133% |
| Returns for 1 year | 26.66 | 15.66 | 170% |
| Returns for 3 years | 33.60 | 11.75 | 286% |
| Returns for 5 years | 99.23 | 35.89 | 276% |
| Returns for 10 years | 209.84 | 59.63 | 352% |
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