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FXAIX vs RFNFX
FXAIX vs RFNFX Comparison
Open Charts FXAIX vs RFNFX
American Funds Fundamental Invs R5
Price$83.47
Change+$0.85 (+1.03%)
VolumeN/A
Net Assets145.02B
FXAIX vs RFNFX Comparison Chart
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FXAIX vs. RFNFX commentary
Jan 19, 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 RFNFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. RFNFX (145B). FXAIX pays higher dividends than RFNFX: FXAIX (1.31) vs RFNFX (1.24). FXAIX was incepted earlier than RFNFX: FXAIX (14 years) vs RFNFX (23 years). RFNFX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than RFNFX: FXAIX (0) vs RFNFX (250). FXAIX annual gain was more profitable for investors over the last year : 27.15 vs. RFNFX (18.75). FXAIX return over 5 years is better than : 94.81 vs. RFNFX (36.70).
| FXAIX | RFNFX | FXAIX / RFNFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 2.013 | 3.304 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 145B | 427% |
| Annual Yield % from dividends | 1.31 | 1.24 | 106% |
| Returns for 1 year | 27.15 | 18.75 | 145% |
| Returns for 3 years | 37.22 | 18.04 | 206% |
| Returns for 5 years | 94.81 | 36.70 | 258% |
| Returns for 10 years | 222.48 | 70.28 | 317% |
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