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RFEBX vs VFINX
RFEBX vs VFINX Comparison
Open Charts RFEBX vs VFINX
American Funds Fundamental Invs R2E
Price$78.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$500.18
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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RFEBX vs VFINX Comparison Chart
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RFEBX vs. VFINX commentary
Sep 16, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.24T vs. RFEBX (139B). VFINX pays higher dividends than RFEBX: VFINX (1.24) vs RFEBX (0.62). RFEBX was incepted earlier than VFINX: RFEBX (10 years) vs VFINX (48 years). RFEBX is a more actively managed with annual turnover of: 28.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than RFEBX: VFINX (0) vs RFEBX (250). VFINX annual gain was more profitable for investors over the last year : 24.87 vs. RFEBX (21.89). VFINX return over 5 years is better than : 86.94 vs. RFEBX (40.88).
| RFEBX | VFINX | RFEBX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 48 years | - |
| Gain YTD | 16.854 | 18.301 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.24T | 11% |
| Annual Yield % from dividends | 0.62 | 1.24 | 50% |
| Returns for 1 year | 21.89 | 24.87 | 88% |
| Returns for 3 years | 8.38 | 26.63 | 31% |
| Returns for 5 years | 40.88 | 86.94 | 47% |
| Returns for 10 years | 55.04 | 184.12 | 30% |