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FXAIX vs RFNHX
FXAIX vs RFNHX Comparison
Open Charts FXAIX vs RFNHX
American Funds Fundamental Invs R5E
Price$88.24
Change+$0.80 (+0.91%)
VolumeN/A
Net Assets153.19B
FXAIX vs RFNHX Comparison Chart in %
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FXAIX vs. RFNHX commentary
Jul 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 RFNHX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 666B vs. RFNHX (153B). FXAIX pays higher dividends than RFNHX: FXAIX (1.20) vs RFNHX (1.10). 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 : 14.92 vs. RFNHX (8.82). FXAIX return over 5 years is better than : 116.25 vs. RFNHX (59.62).
| 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 | 7.467 | 10.183 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666B | 153B | 435% |
| Annual Yield % from dividends | 1.20 | 1.10 | 109% |
| Returns for 1 year | 14.92 | 8.82 | 169% |
| Returns for 3 years | 71.72 | 54.17 | 132% |
| Returns for 5 years | 116.25 | 59.62 | 195% |
| Returns for 10 years | 233.53 | N/A | - |
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