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RFNBX vs VFIAX
RFNBX vs VFIAX Comparison
Open Charts RFNBX vs VFIAX
American Funds Fundamental Invs R2
Price$79.71
Change-$0.13 (-0.16%)
VolumeN/A
Net Assets137.79B
Vanguard 500 Index Admiral
Price$522.74
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
RFNBX vs VFIAX Comparison Chart
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RFNBX vs. VFIAX commentary
May 11, 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 RFNBX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. RFNBX (138B). VFIAX pays higher dividends than RFNBX: VFIAX (1.36) vs RFNBX (0.32). RFNBX was incepted earlier than VFIAX: RFNBX (23 years) vs VFIAX (25 years). RFNBX (1.36) is less costly to investors than VFIAX (0.04). RFNBX is a more actively managed with annual turnover of: 28.00 vs. VFIAX (2.00). RFNBX has a lower initial minimum investment than VFIAX: RFNBX (250) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.59 vs. RFNBX (1.74). VFIAX return over 5 years is better than : 93.15 vs. RFNBX (48.18).
| RFNBX | VFIAX | RFNBX / 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 | -0.377 | -3.675 | 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 | 1.74 | 8.59 | 20% |
| Returns for 3 years | 28.22 | 41.54 | 68% |
| Returns for 5 years | 48.18 | 93.15 | 52% |
| Returns for 10 years | 51.56 | 169.85 | 30% |