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RFEBX vs VFFSX
RFEBX vs VFFSX Comparison
Open Charts RFEBX vs VFFSX
American Funds Fundamental Invs R2E
Price$82.72
Change+$0.85 (+1.04%)
VolumeN/A
Net Assets145.02B
Vanguard 500 Index Institutional Select
Price$293.54
Change+$2.91 (+1.00%)
VolumeN/A
Net Assets1.35T
RFEBX vs VFFSX Comparison Chart
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RFEBX vs. VFFSX commentary
Jan 19, 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 StrongBuy and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.35T vs. RFEBX (145B). VFFSX pays higher dividends than RFEBX: VFFSX (1.33) vs RFEBX (0.62). RFEBX was incepted earlier than VFFSX: RFEBX (10 years) vs VFFSX (9 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). VFFSX annual gain was more profitable for investors over the last year : 25.56 vs. RFEBX (17.81). VFFSX return over 5 years is better than : 80.32 vs. RFEBX (33.47).
| RFEBX | VFFSX | RFEBX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 3.271 | 2.012 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 1.35T | 11% |
| Annual Yield % from dividends | 0.62 | 1.33 | 46% |
| Returns for 1 year | 17.81 | 25.56 | 70% |
| Returns for 3 years | 16.18 | 31.20 | 52% |
| Returns for 5 years | 33.47 | 80.32 | 42% |
| Returns for 10 years | 65.27 | N/A | - |
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