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FXAIX vs RFNEX
FXAIX vs RFNEX Comparison
Open Charts FXAIX vs RFNEX
American Funds Fundamental Invs R4
Price$94.01
Change-$0.48 (-0.51%)
VolumeN/A
Net Assets161.58B
FXAIX vs RFNEX Comparison Chart in %
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FXAIX vs. RFNEX commentary
Oct 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 Buy and RFNEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. RFNEX (162B). FXAIX pays higher dividends than RFNEX: FXAIX (1.12) vs RFNEX (0.87). 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 : 19.85 vs. RFNEX (11.80). FXAIX return over 5 years is better than : 110.49 vs. RFNEX (55.80).
| 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 | 15.710 | 17.498 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 162B | 446% |
| Annual Yield % from dividends | 1.12 | 0.87 | 129% |
| Returns for 1 year | 19.85 | 11.80 | 168% |
| Returns for 3 years | 93.47 | 69.99 | 134% |
| Returns for 5 years | 110.49 | 55.80 | 198% |
| Returns for 10 years | 268.48 | 90.91 | 295% |
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