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AFIFX vs FXAIX
AFIFX vs FXAIX Comparison
Open Charts AFIFX vs FXAIX
American Funds Fundamental Invs F1
Price$94.44
Change-$1.85 (-1.92%)
VolumeN/A
Net Assets163.01B
AFIFX vs FXAIX Comparison Chart in %
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AFIFX vs. FXAIX commentary
Nov 14, 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 AFIFX is a StrongBuy and FXAIX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 737B vs. AFIFX (163B). FXAIX pays higher dividends than AFIFX: FXAIX (1.11) vs AFIFX (0.83). AFIFX was incepted earlier than FXAIX: AFIFX (25 years) vs FXAIX (15 years). AFIFX (0.65) is less costly to investors than FXAIX (0.01). AFIFX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than AFIFX: FXAIX (0) vs AFIFX (250). FXAIX annual gain was more profitable for investors over the last year : 15.86 vs. AFIFX (8.41). FXAIX return over 5 years is better than : 105.43 vs. AFIFX (49.82).
| AFIFX | FXAIX | AFIFX / FXAIX | |
| Total Expense Ratio | 0.65 | 0.01 | 4,333% |
| Annual Report Gross Expense Ratio | 0.65 | 0.01 | 4,333% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 17.712 | 17.628 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 737B | 22% |
| Annual Yield % from dividends | 0.83 | 1.11 | 75% |
| Returns for 1 year | 8.41 | 15.86 | 53% |
| Returns for 3 years | 55.79 | 79.05 | 71% |
| Returns for 5 years | 49.82 | 105.43 | 47% |
| Returns for 10 years | 85.75 | 272.34 | 31% |
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