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FXAIX vs RFNFX
FXAIX vs RFNFX Comparison
Open Charts FXAIX vs RFNFX
American Funds Fundamental Invs R5
Price$94.71
Change+$0.17 (+0.18%)
VolumeN/A
Net Assets161.37B
FXAIX vs RFNFX Comparison Chart in %
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FXAIX vs. RFNFX commentary
Oct 07, 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 Buy and RFNFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. RFNFX (161B). FXAIX (1.12) and RFNFX (1.12) 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 : 19.36 vs. RFNFX (13.02). FXAIX return over 5 years is better than : 115.97 vs. RFNFX (62.99).
| 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 | 15.285 | 18.133 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 161B | 449% |
| Annual Yield % from dividends | 1.12 | 1.12 | 100% |
| Returns for 1 year | 19.36 | 13.02 | 149% |
| Returns for 3 years | 85.11 | 66.19 | 129% |
| Returns for 5 years | 115.97 | 62.99 | 184% |
| Returns for 10 years | 273.81 | 97.42 | 281% |
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