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FXAIX vs RFNEX
FXAIX vs RFNEX Comparison
Open Charts FXAIX vs RFNEX
American Funds Fundamental Invs R4
Price$96.04
Change+$0.22 (+0.23%)
VolumeN/A
Net Assets162.68B
FXAIX vs RFNEX Comparison Chart in %
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FXAIX vs. RFNEX 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 FXAIX is a Hold and RFNEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 737B vs. RFNEX (163B). FXAIX pays higher dividends than RFNEX: FXAIX (1.11) vs RFNEX (0.85). FXAIX was incepted earlier than RFNEX: FXAIX (15 years) vs RFNEX (23 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 : 15.86 vs. RFNEX (10.20). FXAIX return over 5 years is better than : 105.43 vs. RFNEX (52.76).
| 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 | 23 years | - |
| Gain YTD | 17.628 | 20.036 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737B | 163B | 452% |
| Annual Yield % from dividends | 1.11 | 0.85 | 131% |
| Returns for 1 year | 15.86 | 10.20 | 155% |
| Returns for 3 years | 79.05 | 57.36 | 138% |
| Returns for 5 years | 105.43 | 52.76 | 200% |
| Returns for 10 years | 272.34 | 92.08 | 296% |
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