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RFNEX vs VFINX
RFNEX vs VFINX Comparison
Open Charts RFNEX vs VFINX
American Funds Fundamental Invs R4
Price$83.02
Change-$1.64 (-1.94%)
VolumeN/A
Net Assets144.16B
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
RFNEX vs VFINX Comparison Chart
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RFNEX vs. VFINX commentary
Feb 23, 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 Hold and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. RFNEX (144B). VFINX pays higher dividends than RFNEX: VFINX (1.24) vs RFNEX (0.99). RFNEX was incepted earlier than VFINX: RFNEX (23 years) vs VFINX (49 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 : 18.27 vs. RFNEX (10.26). VFINX return over 5 years is better than : 80.18 vs. RFNEX (35.05).
| RFNEX | VFINX | RFNEX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 49 years | - |
| Gain YTD | 3.182 | 2.400 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.41T | 10% |
| Annual Yield % from dividends | 0.99 | 1.24 | 80% |
| Returns for 1 year | 10.26 | 18.27 | 56% |
| Returns for 3 years | 23.02 | 39.78 | 58% |
| Returns for 5 years | 35.05 | 80.18 | 44% |
| Returns for 10 years | 59.05 | 184.41 | 32% |