Ad is loading...
FXAIX vs RICHX
FXAIX vs RICHX Comparison
Open Charts FXAIX vs RICHX
American Funds Invmt Co of Amer R5E
Price$54.59
Change+$4.39 (+8.75%)
VolumeN/A
Net Assets133.95B
FXAIX vs RICHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. RICHX 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 Buy and RICHX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. RICHX (134B). FXAIX pays higher dividends than RICHX: FXAIX (1.30) vs RICHX (1.17). FXAIX was incepted earlier than RICHX: FXAIX (14 years) vs RICHX (9 years). RICHX (0.41) is less costly to investors than FXAIX (0.01). RICHX is a more actively managed with annual turnover of: 29.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than RICHX: FXAIX (0) vs RICHX (250). FXAIX annual gain was more profitable for investors over the last year : -3.10 vs. RICHX (-8.19). FXAIX return over 5 years is better than : 92.75 vs. RICHX (54.86).
| FXAIX | RICHX | FXAIX / RICHX | |
| Total Expense Ratio | 0.01 | 0.41 | 4% |
| Annual Report Gross Expense Ratio | 0.01 | 0.41 | 4% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -15.000 | -12.572 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 134B | 446% |
| Annual Yield % from dividends | 1.30 | 1.17 | 111% |
| Returns for 1 year | -3.10 | -8.19 | 38% |
| Returns for 3 years | 16.20 | 6.00 | 270% |
| Returns for 5 years | 92.75 | 54.86 | 169% |
| Returns for 10 years | 159.34 | N/A | - |