Interact to see
Advertisement
Advertisement
FXAIX vs RFNFX
FXAIX vs RFNFX Comparison
Open Charts FXAIX vs RFNFX
American Funds Fundamental Invs R5
Price$94.63
Change-$1.86 (-1.93%)
VolumeN/A
Net Assets163.01B
FXAIX vs RFNFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. RFNFX 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 RFNFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 737B vs. RFNFX (163B). FXAIX (1.11) and RFNFX (1.09) have matching dividends . FXAIX was incepted earlier than RFNFX: FXAIX (15 years) vs RFNFX (24 years). RFNFX (0.33) is less costly to investors than FXAIX (0.01). RFNFX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than RFNFX: FXAIX (0) vs RFNFX (250). FXAIX annual gain was more profitable for investors over the last year : 15.86 vs. RFNFX (10.58). FXAIX return over 5 years is better than : 105.43 vs. RFNFX (54.62).
| FXAIX | RFNFX | FXAIX / RFNFX | |
| Total Expense Ratio | 0.01 | 0.33 | 5% |
| Annual Report Gross Expense Ratio | 0.01 | 0.33 | 5% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 17.628 | 20.354 | 87% |
| 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 | 1.09 | 102% |
| Returns for 1 year | 15.86 | 10.58 | 150% |
| Returns for 3 years | 79.05 | 58.76 | 135% |
| Returns for 5 years | 105.43 | 54.62 | 193% |
| Returns for 10 years | 272.34 | 94.58 | 288% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement