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FXAIX vs RFNEX
FXAIX vs RFNEX Comparison
Open Charts FXAIX vs RFNEX
American Funds Fundamental Invs R4
Price$84.61
Change+$0.35 (+0.42%)
VolumeN/A
Net Assets147B
FXAIX vs RFNEX Comparison Chart
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FXAIX vs. RFNEX commentary
Jan 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 Hold and RFNEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. RFNEX (147B). 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 : 26.84 vs. RFNEX (18.85). FXAIX return over 5 years is better than : 99.75 vs. RFNEX (39.26).
| 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 | 3.541 | 5.158 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 147B | 421% |
| Annual Yield % from dividends | 1.31 | 0.99 | 133% |
| Returns for 1 year | 26.84 | 18.85 | 142% |
| Returns for 3 years | 44.93 | 23.76 | 189% |
| Returns for 5 years | 99.75 | 39.26 | 254% |
| Returns for 10 years | 222.59 | 68.66 | 324% |
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