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RFNAX vs VFFSX
RFNAX vs VFFSX Comparison
Open Charts RFNAX vs VFFSX
American Funds Fundamental Invs R1
Price$82.79
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
RFNAX vs VFFSX Comparison Chart
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RFNAX 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 RFNAX is a StrongBuy and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.35T vs. RFNAX (145B). VFFSX pays higher dividends than RFNAX: VFFSX (1.33) vs RFNAX (0.37). RFNAX was incepted earlier than VFFSX: RFNAX (23 years) vs VFFSX (9 years). RFNAX is a more actively managed with annual turnover of: 28.00 vs. VFFSX (2.00). RFNAX has a lower initial minimum investment than VFFSX: RFNAX (250) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 25.56 vs. RFNAX (17.49). VFFSX return over 5 years is better than : 80.32 vs. RFNAX (32.45).
| RFNAX | VFFSX | RFNAX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 3.268 | 2.012 | 162% |
| 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 | 0.37 | 1.33 | 28% |
| Returns for 1 year | 17.49 | 25.56 | 68% |
| Returns for 3 years | 15.57 | 31.20 | 50% |
| Returns for 5 years | 32.45 | 80.32 | 40% |
| Returns for 10 years | 64.76 | N/A | - |
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