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FXAIX vs RFNEX
FXAIX vs RFNEX Comparison
Open Charts FXAIX vs RFNEX
American Funds Fundamental Invs R4
Price$91.54
Change-$1.56 (-1.68%)
VolumeN/A
Net Assets157.87B
FXAIX vs RFNEX Comparison Chart in %
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FXAIX vs. RFNEX commentary
Nov 21, 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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 737B vs. RFNEX (158B). FXAIX pays higher dividends than RFNEX: FXAIX (1.11) vs RFNEX (0.85). FXAIX was incepted earlier than RFNEX: FXAIX (15 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 (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 : 13.67 vs. RFNEX (6.39). FXAIX return over 5 years is better than : 100.85 vs. RFNEX (45.81).
| FXAIX | RFNEX | FXAIX / RFNEX | |
| Total Expense Ratio | 0.01 | 0.62 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.62 | 2% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 14.168 | 14.411 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737B | 158B | 466% |
| Annual Yield % from dividends | 1.11 | 0.85 | 131% |
| Returns for 1 year | 13.67 | 6.39 | 214% |
| Returns for 3 years | 75.54 | 51.87 | 146% |
| Returns for 5 years | 100.85 | 45.81 | 220% |
| Returns for 10 years | 250.17 | 77.51 | 323% |
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