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RFNHX vs VFIAX
RFNHX vs VFIAX Comparison
Open Charts RFNHX vs VFIAX
American Funds Fundamental Invs R5E
Price$80.24
Change-$0.13 (-0.16%)
VolumeN/A
Net Assets137.79B
Vanguard 500 Index Admiral
Price$522.74
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
RFNHX vs VFIAX Comparison Chart
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RFNHX vs. VFIAX commentary
May 11, 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 RFNHX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. RFNHX (138B). VFIAX pays higher dividends than RFNHX: VFIAX (1.36) vs RFNHX (1.24). RFNHX was incepted earlier than VFIAX: RFNHX (9 years) vs VFIAX (25 years). RFNHX (0.42) is less costly to investors than VFIAX (0.04). RFNHX is a more actively managed with annual turnover of: 28.00 vs. VFIAX (2.00). RFNHX has a lower initial minimum investment than VFIAX: RFNHX (250) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.59 vs. RFNHX (2.73). VFIAX return over 5 years is better than : 93.15 vs. RFNHX (52.98).
| RFNHX | VFIAX | RFNHX / VFIAX | |
| Total Expense Ratio | 0.42 | 0.04 | 1,050% |
| Annual Report Gross Expense Ratio | 0.42 | 0.04 | 1,050% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -0.040 | -3.675 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.34T | 10% |
| Annual Yield % from dividends | 1.24 | 1.36 | 92% |
| Returns for 1 year | 2.73 | 8.59 | 32% |
| Returns for 3 years | 31.01 | 41.54 | 75% |
| Returns for 5 years | 52.98 | 93.15 | 57% |
| Returns for 10 years | N/A | 169.85 | - |