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FXAIX vs RFNEX
FXAIX vs RFNEX Comparison
Open Charts FXAIX vs RFNEX
American Funds Fundamental Invs R4
Price$78.69
Change+$0.49 (+0.63%)
VolumeN/A
Net Assets135.22B
FXAIX vs RFNEX Comparison Chart
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FXAIX vs. RFNEX commentary
Apr 03, 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 Hold and RFNEX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. RFNEX (135B). FXAIX pays higher dividends than RFNEX: FXAIX (1.30) vs RFNEX (1.05). FXAIX was incepted earlier than RFNEX: FXAIX (14 years) vs RFNEX (23 years). RFNEX (0.63) 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 : 9.67 vs. RFNEX (1.00). FXAIX return over 5 years is better than : 144.41 vs. RFNEX (74.27).
| FXAIX | RFNEX | FXAIX / RFNEX | |
| Total Expense Ratio | 0.01 | 0.63 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.63 | 2% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -3.913 | -1.998 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 135B | 443% |
| Annual Yield % from dividends | 1.30 | 1.05 | 124% |
| Returns for 1 year | 9.67 | 1.00 | 969% |
| Returns for 3 years | 29.74 | 12.60 | 236% |
| Returns for 5 years | 144.41 | 74.27 | 194% |
| Returns for 10 years | 197.21 | 56.37 | 350% |