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RFNCX vs VFINX
RFNCX vs VFINX Comparison
Open Charts RFNCX vs VFINX
American Funds Fundamental Invs R3
Price$80.29
Change+$0.44 (+0.55%)
VolumeN/A
Net Assets136.9B
Vanguard 500 Index Investor
Price$523.06
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
RFNCX vs VFINX Comparison Chart
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RFNCX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. RFNCX (137B). VFINX pays higher dividends than RFNCX: VFINX (1.25) vs RFNCX (0.75). RFNCX was incepted earlier than VFINX: RFNCX (23 years) vs VFINX (49 years). RFNCX (0.92) is less costly to investors than VFINX (0.14). RFNCX is a more actively managed with annual turnover of: 28.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than RFNCX: VFINX (0) vs RFNCX (250). VFINX annual gain was more profitable for investors over the last year : 8.59 vs. RFNCX (2.47). VFINX return over 5 years is better than : 92.15 vs. RFNCX (49.95).
| RFNCX | VFINX | RFNCX / VFINX | |
| Total Expense Ratio | 0.92 | 0.14 | 657% |
| Annual Report Gross Expense Ratio | 0.92 | 0.14 | 657% |
| Fund Existence | 23 years | 49 years | - |
| Gain YTD | -0.607 | -4.186 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.34T | 10% |
| Annual Yield % from dividends | 0.75 | 1.25 | 60% |
| Returns for 1 year | 2.47 | 8.59 | 29% |
| Returns for 3 years | 24.76 | 41.15 | 60% |
| Returns for 5 years | 49.95 | 92.15 | 54% |
| Returns for 10 years | 52.37 | 167.70 | 31% |