Ad is loading...
RFNCX vs VFIAX
RFNCX vs VFIAX Comparison
Open Charts RFNCX vs VFIAX
American Funds Fundamental Invs R3
Price$80.29
Change+$0.44 (+0.55%)
VolumeN/A
Net Assets136.9B
Vanguard 500 Index Admiral
Price$523.02
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
RFNCX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RFNCX vs. VFIAX commentary
May 09, 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 RFNCX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. RFNCX (137B). VFIAX pays higher dividends than RFNCX: VFIAX (1.36) vs RFNCX (0.75). RFNCX was incepted earlier than VFIAX: RFNCX (23 years) vs VFIAX (25 years). RFNCX (0.92) is less costly to investors than VFIAX (0.04). RFNCX is a more actively managed with annual turnover of: 28.00 vs. VFIAX (2.00). RFNCX has a lower initial minimum investment than VFIAX: RFNCX (250) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.60 vs. RFNCX (2.47). VFIAX return over 5 years is better than : 92.14 vs. RFNCX (49.95).
| RFNCX | VFIAX | RFNCX / VFIAX | |
| Total Expense Ratio | 0.92 | 0.04 | 2,300% |
| Annual Report Gross Expense Ratio | 0.92 | 0.04 | 2,300% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -0.607 | -4.178 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.34T | 10% |
| Annual Yield % from dividends | 0.75 | 1.36 | 55% |
| Returns for 1 year | 2.47 | 8.60 | 29% |
| Returns for 3 years | 24.76 | 41.15 | 60% |
| Returns for 5 years | 49.95 | 92.14 | 54% |
| Returns for 10 years | 52.37 | 167.68 | 31% |
View a ticker or compare two or three
VS
VS
Ad is loading...