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RFNAX vs VFIAX
RFNAX vs VFIAX Comparison
Open Charts RFNAX vs VFIAX
American Funds Fundamental Invs R1
Price$79.86
Change-$0.12 (-0.15%)
VolumeN/A
Net Assets138.05B
Vanguard 500 Index Admiral
Price$522.74
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
RFNAX vs VFIAX Comparison Chart
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RFNAX vs. VFIAX commentary
May 10, 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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. RFNAX (138B). VFIAX pays higher dividends than RFNAX: VFIAX (1.36) vs RFNAX (0.32). RFNAX was incepted earlier than VFIAX: RFNAX (23 years) vs VFIAX (25 years). RFNAX (1.36) is less costly to investors than VFIAX (0.04). RFNAX is a more actively managed with annual turnover of: 28.00 vs. VFIAX (2.00). RFNAX has a lower initial minimum investment than VFIAX: RFNAX (250) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.65 vs. RFNAX (1.76). VFIAX return over 5 years is better than : 93.25 vs. RFNAX (48.31).
| RFNAX | VFIAX | RFNAX / VFIAX | |
| Total Expense Ratio | 1.36 | 0.04 | 3,400% |
| Annual Report Gross Expense Ratio | 1.36 | 0.04 | 3,400% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -0.369 | -3.623 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.34T | 10% |
| Annual Yield % from dividends | 0.32 | 1.36 | 24% |
| Returns for 1 year | 1.76 | 8.65 | 20% |
| Returns for 3 years | 28.27 | 41.62 | 68% |
| Returns for 5 years | 48.31 | 93.25 | 52% |
| Returns for 10 years | 51.77 | 169.99 | 30% |