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FXAIX vs RFNEX
FXAIX vs RFNEX Comparison
Open Charts FXAIX vs RFNEX
American Funds Fundamental Invs R4
Price$94.35
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets161.77B
FXAIX vs RFNEX Comparison Chart in %
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FXAIX vs. RFNEX 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 FXAIX is a Buy and RFNEX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. RFNEX (162B). FXAIX pays higher dividends than RFNEX: FXAIX (1.10) vs RFNEX (0.62). FXAIX was incepted earlier than RFNEX: FXAIX (15 years) vs RFNEX (24 years). RFNEX (0.62) is less costly to investors than FXAIX (0.01). RFNEX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than RFNEX: FXAIX (0) vs RFNEX (250). FXAIX annual gain was more profitable for investors over the last year : 17.83 vs. RFNEX (14.06). FXAIX return over 5 years is better than : 93.74 vs. RFNEX (38.27).
| FXAIX | RFNEX | FXAIX / RFNEX | |
| Total Expense Ratio | 0.01 | 0.62 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.62 | 2% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 1.998 | 2.991 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753B | 162B | 465% |
| Annual Yield % from dividends | 1.10 | 0.62 | 177% |
| Returns for 1 year | 17.83 | 14.06 | 127% |
| Returns for 3 years | 75.94 | 50.67 | 150% |
| Returns for 5 years | 93.74 | 38.27 | 245% |
| Returns for 10 years | 310.97 | 111.85 | 278% |
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