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FXAIX vs RFNEX
FXAIX vs RFNEX Comparison
Open Charts FXAIX vs RFNEX
American Funds Fundamental Invs R4
Price$90.61
Change+$0.53 (+0.59%)
VolumeN/A
Net Assets154.47B
FXAIX vs RFNEX Comparison Chart in %
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FXAIX vs. RFNEX commentary
Aug 29, 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 RFNEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 682B vs. RFNEX (154B). 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 : 17.40 vs. RFNEX (10.68). FXAIX return over 5 years is better than : 98.97 vs. RFNEX (48.63).
| 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 | 11.106 | 13.057 | 85% |
| 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 | 0.91 | 131% |
| Returns for 1 year | 17.40 | 10.68 | 163% |
| Returns for 3 years | 68.09 | 50.15 | 136% |
| Returns for 5 years | 98.97 | 48.63 | 204% |
| Returns for 10 years | 260.49 | 87.62 | 297% |
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