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AFIFX vs FXAIX
AFIFX vs FXAIX Comparison
Open Charts AFIFX vs FXAIX
American Funds Fundamental Invs F1
Price$94.17
Change+$0.16 (+0.17%)
VolumeN/A
Net Assets160.23B
AFIFX vs FXAIX Comparison Chart in %
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AFIFX vs. FXAIX commentary
Oct 19, 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: 723B vs. AFIFX (160B). FXAIX pays higher dividends than AFIFX: FXAIX (1.12) vs AFIFX (0.85). AFIFX was incepted earlier than FXAIX: AFIFX (25 years) vs FXAIX (14 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 : 15.54 vs. AFIFX (9.35). FXAIX return over 5 years is better than : 105.92 vs. AFIFX (54.48).
| 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 | 14 years | - |
| Gain YTD | 17.376 | 14.435 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 723B | 22% |
| Annual Yield % from dividends | 0.85 | 1.12 | 76% |
| Returns for 1 year | 9.35 | 15.54 | 60% |
| Returns for 3 years | 67.93 | 87.16 | 78% |
| Returns for 5 years | 54.48 | 105.92 | 51% |
| Returns for 10 years | 88.83 | 261.52 | 34% |
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