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FXAIX vs RFNAX
FXAIX vs RFNAX Comparison
Open Charts FXAIX vs RFNAX
American Funds Fundamental Invs R1
Price$93.53
Change+$0.17 (+0.18%)
VolumeN/A
Net Assets159.97B
FXAIX vs RFNAX Comparison Chart in %
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FXAIX vs. RFNAX 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 FXAIX is a Hold and RFNAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. RFNAX (160B). FXAIX pays higher dividends than RFNAX: FXAIX (1.12) vs RFNAX (0.26). FXAIX was incepted earlier than RFNAX: FXAIX (14 years) vs RFNAX (23 years). RFNAX (1.36) is less costly to investors than FXAIX (0.01). RFNAX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than RFNAX: FXAIX (0) vs RFNAX (250). FXAIX annual gain was more profitable for investors over the last year : 15.54 vs. RFNAX (8.52). FXAIX return over 5 years is better than : 105.92 vs. RFNAX (50.20).
| FXAIX | RFNAX | FXAIX / RFNAX | |
| Total Expense Ratio | 0.01 | 1.36 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.36 | 1% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 14.435 | 16.704 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 160B | 452% |
| Annual Yield % from dividends | 1.12 | 0.26 | 433% |
| Returns for 1 year | 15.54 | 8.52 | 182% |
| Returns for 3 years | 87.16 | 64.56 | 135% |
| Returns for 5 years | 105.92 | 50.20 | 211% |
| Returns for 10 years | 261.52 | 83.56 | 313% |
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