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FXAIX vs RFNHX
FXAIX vs RFNHX Comparison
Open Charts FXAIX vs RFNHX
American Funds Fundamental Invs R5E
Price$73.66
Change-$2.38 (-3.13%)
VolumeN/A
Net Assets131.23B
FXAIX vs RFNHX Comparison Chart
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FXAIX vs. RFNHX commentary
Apr 11, 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 RFNHX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. RFNHX (131B). FXAIX (1.30) and RFNHX (1.25) have matching dividends . FXAIX was incepted earlier than RFNHX: FXAIX (14 years) vs RFNHX (9 years). RFNHX (0.43) 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 : 7.13 vs. RFNHX (-1.99). FXAIX return over 5 years is better than : 111.09 vs. RFNHX (52.38).
| FXAIX | RFNHX | FXAIX / RFNHX | |
| Total Expense Ratio | 0.01 | 0.43 | 3% |
| Annual Report Gross Expense Ratio | 0.01 | 0.43 | 3% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -6.913 | -5.272 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 131B | 456% |
| Annual Yield % from dividends | 1.30 | 1.25 | 104% |
| Returns for 1 year | 7.13 | -1.99 | -358% |
| Returns for 3 years | 29.44 | 12.08 | 244% |
| Returns for 5 years | 111.09 | 52.38 | 212% |
| Returns for 10 years | 185.32 | N/A | - |