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RFNEX vs VFFSX
RFNEX vs VFFSX Comparison
Open Charts RFNEX vs VFFSX
American Funds Fundamental Invs R4
Price$78.69
Change+$0.49 (+0.63%)
VolumeN/A
Net Assets135.22B
Vanguard 500 Index Institutional Select
Price$277.40
Change+$1.87 (+0.68%)
VolumeN/A
Net Assets1.4T
RFNEX vs VFFSX Comparison Chart
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RFNEX vs. VFFSX commentary
Apr 03, 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 RFNEX is a Buy and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.4T vs. RFNEX (135B). VFFSX pays higher dividends than RFNEX: VFFSX (1.36) vs RFNEX (1.05). RFNEX was incepted earlier than VFFSX: RFNEX (23 years) vs VFFSX (9 years). RFNEX (0.63) is less costly to investors than VFFSX (0.01). RFNEX is a more actively managed with annual turnover of: 28.00 vs. VFFSX (2.00). RFNEX has a lower initial minimum investment than VFFSX: RFNEX (250) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 8.27 vs. RFNEX (1.00). VFFSX return over 5 years is better than : 126.55 vs. RFNEX (74.27).
| RFNEX | VFFSX | RFNEX / VFFSX | |
| Total Expense Ratio | 0.63 | 0.01 | 6,300% |
| Annual Report Gross Expense Ratio | 0.63 | 0.01 | 6,300% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -1.998 | -4.233 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.4T | 10% |
| Annual Yield % from dividends | 1.05 | 1.36 | 77% |
| Returns for 1 year | 1.00 | 8.27 | 12% |
| Returns for 3 years | 12.60 | 24.06 | 52% |
| Returns for 5 years | 74.27 | 126.55 | 59% |
| Returns for 10 years | 56.37 | N/A | - |