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FXAIX vs RFNFX
FXAIX vs RFNFX Comparison
Open Charts FXAIX vs RFNFX
American Funds Fundamental Invs R5
Price$75.34
Change-$3.68 (-4.66%)
VolumeN/A
Net Assets136.04B
FXAIX vs RFNFX Comparison Chart
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FXAIX vs. RFNFX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. RFNFX (136B). RFNFX (1.34) and FXAIX (1.30) have matching dividends . FXAIX was incepted earlier than RFNFX: FXAIX (14 years) vs RFNFX (23 years). RFNFX (0.33) is less costly to investors than FXAIX (0.01). RFNFX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (2.00). 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 : 10.29 vs. RFNFX (0.71). FXAIX return over 5 years is better than : 146.07 vs. RFNFX (76.15).
| FXAIX | RFNFX | FXAIX / RFNFX | |
| Total Expense Ratio | 0.01 | 0.33 | 5% |
| Annual Report Gross Expense Ratio | 0.01 | 0.33 | 5% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -3.262 | -1.924 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 136B | 440% |
| Annual Yield % from dividends | 1.30 | 1.34 | 97% |
| Returns for 1 year | 10.29 | 0.71 | 1,443% |
| Returns for 3 years | 29.57 | 12.53 | 236% |
| Returns for 5 years | 146.07 | 76.15 | 192% |
| Returns for 10 years | 197.24 | 56.99 | 346% |