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RFNAX vs VFFSX
RFNAX vs VFFSX Comparison
Open Charts RFNAX vs VFFSX
American Funds Fundamental Invs R1
Price$80.47
Change-$8.99 (-10.05%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Institutional Select
Price$288.09
Change-$8.75 (-2.95%)
VolumeN/A
CapitalizationN/A
RFNAX vs VFFSX Comparison Chart
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RFNAX 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 RFNAX is a StrongBuy and VFFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.37T vs. RFNAX (147B). VFFSX pays higher dividends than RFNAX: VFFSX (1.33) vs RFNAX (0.37). RFNAX was incepted earlier than VFFSX: RFNAX (23 years) vs VFFSX (8 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 (27.66) and RFNAX (27.40) have marching annual gain over last year. VFFSX return over 5 years is better than : 88.73 vs. RFNAX (39.81).
| RFNAX | VFFSX | RFNAX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 26.003 | 27.330 | 95% |
| 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 | 0.37 | 1.33 | 28% |
| Returns for 1 year | 27.40 | 27.66 | 99% |
| Returns for 3 years | 22.90 | 31.05 | 74% |
| Returns for 5 years | 39.81 | 88.73 | 45% |
| Returns for 10 years | 64.06 | N/A | - |
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