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FXAIX vs RFNFX
FXAIX vs RFNFX Comparison
Open Charts FXAIX vs RFNFX
American Funds Fundamental Invs R5
Price$88.69
Change-$0.82 (-0.92%)
VolumeN/A
Net Assets153.95B
FXAIX vs RFNFX Comparison Chart in %
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FXAIX vs. RFNFX commentary
Aug 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 682B vs. RFNFX (154B). FXAIX (1.19) and RFNFX (1.16) 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 : 23.65 vs. RFNFX (16.53). FXAIX return over 5 years is better than : 103.61 vs. RFNFX (51.57).
| 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 | 8.400 | 10.358 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682B | 154B | 443% |
| Annual Yield % from dividends | 1.19 | 1.16 | 102% |
| Returns for 1 year | 23.65 | 16.53 | 143% |
| Returns for 3 years | 59.66 | 44.18 | 135% |
| Returns for 5 years | 103.61 | 51.57 | 201% |
| Returns for 10 years | 234.45 | 75.85 | 309% |
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