CFNAX
Price
$94.42
Change
+$0.09 (+0.10%)
Updated
Feb 3 closing price
Net Assets
161.77B
FXAIX
Price
$240.44
Change
+$6.47 (+2.77%)
Updated
Feb 3 closing price
Net Assets
752.97B
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CFNAX vs FXAIX

Header iconCFNAX vs FXAIX Comparison
Open Charts CFNAX vs FXAIXBanner chart's image
American Funds Fundamental Invs 529A
Price$94.42
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets161.77B
Fidelity 500 Index
Price$240.44
Change+$6.47 (+2.77%)
VolumeN/A
Net Assets752.97B
CFNAX vs FXAIX Comparison Chart in %
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CFNAX vs. FXAIX commentary
Feb 04, 2026

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 CFNAX is a Buy and FXAIX is a Buy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. CFNAX (162B). FXAIX pays higher dividends than CFNAX: FXAIX (1.10) vs CFNAX (0.64). CFNAX was incepted earlier than FXAIX: CFNAX (24 years) vs FXAIX (15 years). CFNAX (0.62) is less costly to investors than FXAIX (0.01). CFNAX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than CFNAX: FXAIX (0) vs CFNAX (250). FXAIX annual gain was more profitable for investors over the last year : 17.83 vs. CFNAX (14.07). FXAIX return over 5 years is better than : 93.74 vs. CFNAX (40.41).
CFNAXFXAIXCFNAX / FXAIX
Total Expense Ratio0.620.014,133%
Annual Report Gross Expense Ratio0.620.014,133%
Fund Existence24 years15 years-
Gain YTD2.9891.998150%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets162B753B22%
Annual Yield % from dividends0.641.1058%
Returns for 1 year14.0717.8379%
Returns for 3 years50.7075.9467%
Returns for 5 years40.4193.7443%
Returns for 10 years132.15310.9742%
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