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FXAIX vs RFNHX
FXAIX vs RFNHX Comparison
Open Charts FXAIX vs RFNHX
American Funds Fundamental Invs R5E
Price$84.02
Change-$0.94 (-1.11%)
VolumeN/A
Net Assets146.66B
FXAIX vs RFNHX Comparison Chart
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FXAIX vs. RFNHX commentary
Jun 15, 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 RFNHX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 634B vs. RFNHX (147B). FXAIX pays higher dividends than RFNHX: FXAIX (1.26) vs RFNHX (1.16). FXAIX was incepted earlier than RFNHX: FXAIX (14 years) vs RFNHX (10 years). RFNHX (0.42) is less costly to investors than FXAIX (0.01). RFNHX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than RFNHX: FXAIX (0) vs RFNHX (250). FXAIX annual gain was more profitable for investors over the last year : 11.47 vs. RFNHX (5.16). FXAIX return over 5 years is better than : 111.88 vs. RFNHX (54.41).
| FXAIX | RFNHX | FXAIX / RFNHX | |
| Total Expense Ratio | 0.01 | 0.42 | 4% |
| Annual Report Gross Expense Ratio | 0.01 | 0.42 | 4% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 2.225 | 4.914 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 147B | 431% |
| Annual Yield % from dividends | 1.26 | 1.16 | 108% |
| Returns for 1 year | 11.47 | 5.16 | 223% |
| Returns for 3 years | 67.38 | 44.88 | 150% |
| Returns for 5 years | 111.88 | 54.41 | 206% |
| Returns for 10 years | 211.56 | N/A | - |
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