Ad is loading...
FXAIX vs RFNEX
FXAIX vs RFNEX Comparison
Open Charts FXAIX vs RFNEX
American Funds Fundamental Invs R4
Price$83.02
Change-$1.64 (-1.94%)
VolumeN/A
Net Assets144.16B
FXAIX vs RFNEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. RFNEX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. RFNEX (144B). FXAIX pays higher dividends than RFNEX: FXAIX (1.31) vs RFNEX (0.99). FXAIX was incepted earlier than RFNEX: FXAIX (14 years) vs RFNEX (23 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 : 19.81 vs. RFNEX (10.26). FXAIX return over 5 years is better than : 94.76 vs. RFNEX (35.05).
| FXAIX | RFNEX | FXAIX / RFNEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 2.419 | 3.182 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639B | 144B | 444% |
| Annual Yield % from dividends | 1.31 | 0.99 | 133% |
| Returns for 1 year | 19.81 | 10.26 | 193% |
| Returns for 3 years | 46.26 | 23.02 | 201% |
| Returns for 5 years | 94.76 | 35.05 | 270% |
| Returns for 10 years | 208.81 | 59.05 | 354% |