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RFEBX vs VFFSX
RFEBX vs VFFSX Comparison
Open Charts RFEBX vs VFFSX
American Funds Fundamental Invs R2E
Price$78.33
Change+$0.48 (+0.62%)
VolumeN/A
Net Assets135.22B
Vanguard 500 Index Institutional Select
Price$277.40
Change+$1.87 (+0.68%)
VolumeN/A
Net Assets1.4T
RFEBX vs VFFSX Comparison Chart
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RFEBX vs. VFFSX commentary
Apr 03, 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 RFEBX is a Buy and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.4T vs. RFEBX (135B). VFFSX pays higher dividends than RFEBX: VFFSX (1.36) vs RFEBX (0.61). RFEBX was incepted earlier than VFFSX: RFEBX (11 years) vs VFFSX (9 years). RFEBX (1.08) is less costly to investors than VFFSX (0.01). RFEBX is a more actively managed with annual turnover of: 28.00 vs. VFFSX (2.00). RFEBX has a lower initial minimum investment than VFFSX: RFEBX (250) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 8.27 vs. RFEBX (0.50). VFFSX return over 5 years is better than : 126.55 vs. RFEBX (71.54).
| RFEBX | VFFSX | RFEBX / VFFSX | |
| Total Expense Ratio | 1.08 | 0.01 | 10,800% |
| Annual Report Gross Expense Ratio | 1.08 | 0.01 | 10,800% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | -2.122 | -4.233 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.4T | 10% |
| Annual Yield % from dividends | 0.61 | 1.36 | 45% |
| Returns for 1 year | 0.50 | 8.27 | 6% |
| Returns for 3 years | 11.41 | 24.06 | 47% |
| Returns for 5 years | 71.54 | 126.55 | 57% |
| Returns for 10 years | 53.29 | N/A | - |
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