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FXAIX vs RFNHX
FXAIX vs RFNHX Comparison
Open Charts FXAIX vs RFNHX
American Funds Fundamental Invs R5E
Price$80.24
Change-$0.13 (-0.16%)
VolumeN/A
Net Assets137.79B
FXAIX vs RFNHX Comparison Chart
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FXAIX vs. RFNHX commentary
May 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 Buy and RFNHX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. RFNHX (138B). FXAIX pays higher dividends than RFNHX: FXAIX (1.34) vs RFNHX (1.24). FXAIX was incepted earlier than RFNHX: FXAIX (14 years) vs RFNHX (9 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 : 9.99 vs. RFNHX (2.73). FXAIX return over 5 years is better than : 108.40 vs. RFNHX (52.98).
| 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 | 9 years | - |
| Gain YTD | -3.366 | -0.040 | 8,495% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 138B | 430% |
| Annual Yield % from dividends | 1.34 | 1.24 | 108% |
| Returns for 1 year | 9.99 | 2.73 | 366% |
| Returns for 3 years | 48.07 | 31.01 | 155% |
| Returns for 5 years | 108.40 | 52.98 | 205% |
| Returns for 10 years | 194.80 | N/A | - |