Interact to see
Advertisement
Advertisement
FXAIX vs RFNFX
FXAIX vs RFNFX Comparison
Open Charts FXAIX vs RFNFX
American Funds Fundamental Invs R5
Price$95.32
Change+$0.97 (+1.03%)
VolumeN/A
Net Assets160.23B
FXAIX vs RFNFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. RFNFX commentary
Oct 21, 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: 723B vs. RFNFX (160B). FXAIX (1.12) and RFNFX (1.12) have matching dividends . FXAIX was incepted earlier than RFNFX: FXAIX (14 years) vs RFNFX (23 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 : 15.54 vs. RFNFX (9.71). FXAIX return over 5 years is better than : 105.92 vs. RFNFX (56.39).
| FXAIX | RFNFX | FXAIX / RFNFX | |
| Total Expense Ratio | 0.01 | 0.33 | 5% |
| Annual Report Gross Expense Ratio | 0.01 | 0.33 | 5% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 14.435 | 17.684 | 82% |
| 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 | 1.12 | 100% |
| Returns for 1 year | 15.54 | 9.71 | 160% |
| Returns for 3 years | 87.16 | 69.46 | 125% |
| Returns for 5 years | 105.92 | 56.39 | 188% |
| Returns for 10 years | 261.52 | 91.21 | 287% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement