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FXAIX vs RFNFX
FXAIX vs RFNFX Comparison
Open Charts FXAIX vs RFNFX
American Funds Fundamental Invs R5
Price$83.40
Change-$1.64 (-1.93%)
VolumeN/A
Net Assets144.16B
FXAIX vs RFNFX Comparison Chart
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FXAIX vs. RFNFX commentary
Feb 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 StrongBuy and RFNFX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. RFNFX (144B). 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 : 19.81 vs. RFNFX (10.60). FXAIX return over 5 years is better than : 94.76 vs. RFNFX (36.35).
| 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 | 2.419 | 3.218 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639B | 144B | 444% |
| Annual Yield % from dividends | 1.31 | 1.24 | 106% |
| Returns for 1 year | 19.81 | 10.60 | 187% |
| Returns for 3 years | 46.26 | 23.80 | 194% |
| Returns for 5 years | 94.76 | 36.35 | 261% |
| Returns for 10 years | 208.81 | 60.77 | 344% |
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