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RFNEX vs VFINX
RFNEX vs VFINX Comparison
Open Charts RFNEX vs VFINX
American Funds Fundamental Invs R4
Price$80.99
Change+$0.74 (+0.92%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$548.83
Change+$5.93 (+1.09%)
VolumeN/A
CapitalizationN/A
RFNEX vs VFINX Comparison Chart
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RFNEX vs. VFINX commentary
Dec 22, 2024
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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. RFNEX (142B). VFINX pays higher dividends than RFNEX: VFINX (1.24) vs RFNEX (0.99). RFNEX was incepted earlier than VFINX: RFNEX (22 years) vs VFINX (48 years). RFNEX is a more actively managed with annual turnover of: 28.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than RFNEX: VFINX (0) vs RFNEX (250). VFINX annual gain was more profitable for investors over the last year : 25.40 vs. RFNEX (15.66). VFINX return over 5 years is better than : 84.83 vs. RFNEX (35.89).
| RFNEX | VFINX | RFNEX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 48 years | - |
| Gain YTD | 14.819 | 24.763 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.37T | 10% |
| Annual Yield % from dividends | 0.99 | 1.24 | 80% |
| Returns for 1 year | 15.66 | 25.40 | 62% |
| Returns for 3 years | 11.75 | 28.04 | 42% |
| Returns for 5 years | 35.89 | 84.83 | 42% |
| Returns for 10 years | 59.63 | 186.19 | 32% |
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