Ad is loading...
RFNAX vs VFINX
RFNAX vs VFINX Comparison
Open Charts RFNAX vs VFINX
American Funds Fundamental Invs R1
Price$79.86
Change-$0.12 (-0.15%)
VolumeN/A
Net Assets138.05B
Vanguard 500 Index Investor
Price$522.78
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
RFNAX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RFNAX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. RFNAX (138B). VFINX pays higher dividends than RFNAX: VFINX (1.25) vs RFNAX (0.32). RFNAX was incepted earlier than VFINX: RFNAX (23 years) vs VFINX (49 years). RFNAX (1.36) is less costly to investors than VFINX (0.14). RFNAX is a more actively managed with annual turnover of: 28.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than RFNAX: VFINX (0) vs RFNAX (250). VFINX annual gain was more profitable for investors over the last year : 8.65 vs. RFNAX (1.76). VFINX return over 5 years is better than : 93.26 vs. RFNAX (48.31).
| RFNAX | VFINX | RFNAX / VFINX | |
| Total Expense Ratio | 1.36 | 0.14 | 971% |
| Annual Report Gross Expense Ratio | 1.36 | 0.14 | 971% |
| Fund Existence | 23 years | 49 years | - |
| Gain YTD | -0.369 | -3.631 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.34T | 10% |
| Annual Yield % from dividends | 0.32 | 1.25 | 25% |
| Returns for 1 year | 1.76 | 8.65 | 20% |
| Returns for 3 years | 28.27 | 41.62 | 68% |
| Returns for 5 years | 48.31 | 93.26 | 52% |
| Returns for 10 years | 51.77 | 170.01 | 30% |