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RFEBX vs VFFSX
RFEBX vs VFFSX Comparison
Open Charts RFEBX vs VFFSX
American Funds Fundamental Invs R2E
Price$80.39
Change-$9.06 (-10.13%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Institutional Select
Price$288.09
Change-$8.75 (-2.95%)
VolumeN/A
CapitalizationN/A
RFEBX vs VFFSX Comparison Chart
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RFEBX vs. VFFSX commentary
Dec 19, 2024
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 StrongBuy and VFFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.37T vs. RFEBX (147B). VFFSX pays higher dividends than RFEBX: VFFSX (1.33) vs RFEBX (0.62). RFEBX was incepted earlier than VFFSX: RFEBX (10 years) vs VFFSX (8 years). 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). RFEBX (27.78) and VFFSX (27.66) have marching annual gain over last year. VFFSX return over 5 years is better than : 88.73 vs. RFEBX (40.80).
| RFEBX | VFFSX | RFEBX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | 26.358 | 27.330 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 1.37T | 11% |
| Annual Yield % from dividends | 0.62 | 1.33 | 46% |
| Returns for 1 year | 27.78 | 27.66 | 100% |
| Returns for 3 years | 23.59 | 31.05 | 76% |
| Returns for 5 years | 40.80 | 88.73 | 46% |
| Returns for 10 years | 64.74 | N/A | - |
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