AFIFX Alternatives & Similar Mutual Funds

American Funds Fundamental Investors Class F-1 (AFIFX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AFIFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AFIFX

AFIFX charges 0.64% annually. There are 176 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	AFIFX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	AFIFX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	AFIFX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	AFIFX vs FLCPX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	355.20B	Jul 1997	AFIFX vs VIIIX

Best Risk-Adjusted Alternatives to AFIFX

AFIFX has a PortfoliosLab risk / return rank of 60. There are 87 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	95	17.20B	Dec 2004	AFIFX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	92	92.00B	Nov 2001	AFIFX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	92	—	Nov 2004	AFIFX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	89	—	Feb 2004	AFIFX vs GTLOX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	89	—	Dec 2015	AFIFX vs RESGX

Top Performing AFIFX Alternatives (YTD)

AFIFX is at 12.23% YTD. There are 35 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	30.27%	17.20B	Dec 2004	AFIFX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	25.44%	92.00B	Nov 2001	AFIFX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	24.51%	—	Nov 2004	AFIFX vs POSKX
IGIAX	Integrity ESG Growth & Income Fund	24.37%	—	Jan 1995	AFIFX vs IGIAX
ALSMX	Archer Multi Cap Fund	24.19%	—	Dec 2019	AFIFX vs ALSMX

Lowest Volatility Alternatives to AFIFX

AFIFX has 14.73% 1-year volatility. There are 350 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.28%	—	Jun 2013	AFIFX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.40%	—	Mar 2021	AFIFX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.39%	—	Jul 2012	AFIFX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.41%	—	Jul 2012	AFIFX vs AUEIX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	8.58%	—	May 2015	AFIFX vs FSUVX

Lowest Drawdown Alternatives to AFIFX

AFIFX has a 1-year max drawdown of -10.67%. There are 308 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	Mar 2021	AFIFX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	AFIFX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	AFIFX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	AFIFX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	AFIFX vs QUERX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	74	8.29%	—	Jul 1975	AFIFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	38	7.66%	—	Jan 1934	AFIFX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	34	5.17%	—	Jul 1952	AFIFX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	23	6.52%	—	Dec 1973	AFIFX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	38	10.30%	—	May 2009	AFIFX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	56	12.28%	—	Aug 1978	AFIFX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	21	4.43%	—	Mar 1973	AFIFX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	23	6.45%	—	Dec 1973	AFIFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	47	5.75%	—	Dec 1973	AFIFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	17	2.91%	—	Jan 1967	AFIFX vs AMCPX

Often Compared With AFIFX

Investors most often compare AFIFX with FGJEX, POGSX, TANDX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	52	7.04%	—	Mar 2025	AFIFX vs FGJEX
POGSX	Pin Oak Equity	Large Cap Blend Equities	86	15.87%	—	Aug 1992	AFIFX vs POGSX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	0	-13.30%	—	Mar 2019	AFIFX vs TANDX
YFSIX	AMG Yacktman Global Fund	Large Cap Blend Equities	15	18.36%	—	Jan 2017	AFIFX vs YFSIX
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	58	8.38%	—	Jan 1990	AFIFX vs PAGDX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	86	20.94%	—	Dec 2011	AFIFX vs DHAMX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	Large Cap Blend Equities	66	8.21%	—	Jul 2017	AFIFX vs WBREOX
SPY	State Street SPDR S&P 500 ETF	S&P 500	60	8.10%	765.27B	Jan 1993	AFIFX vs SPY
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	54	8.63%	—	Aug 2015	AFIFX vs BKTSX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	52	8.21%	—	Sep 2014	AFIFX vs SSSYX
FGRTX	Fidelity Mega Cap Stock Fund	Large Cap Blend Equities	62	7.87%	—	Dec 1998	AFIFX vs FGRTX
QKACX	Federated Hermes MDT All Cap Core Fund Class R6	Large Cap Blend Equities	40	4.43%	—	Oct 2002	AFIFX vs QKACX
NWAUX	Nationwide GQG US Quality Equity Fund	Large Cap Blend Equities	5	4.50%	—	Jan 2021	AFIFX vs NWAUX
GQEIX	GQG Partners US Select Quality Equity Fund	Large Cap Blend Equities	5	4.78%	—	Sep 2018	AFIFX vs GQEIX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	Large Cap Blend Equities	86	19.86%	—	Dec 2018	AFIFX vs FTZIX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	45	6.58%	—	Sep 2022	AFIFX vs FEQHX
AFNIX	AAM/Bahl & Gaynor Income Growth Fund Class I	Large Cap Blend Equities, Dividend	—	—	—	Jul 2012	AFIFX vs AFNIX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	26	8.34%	—	Nov 1988	AFIFX vs MUHLX
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	43	8.68%	—	Sep 2005	AFIFX vs DFIEX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	53	8.85%	35.20B	May 2001	AFIFX vs VITPX

Compare AFIFX with Any Fund or Stock

Compare AFIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair AFIFX with funds that move differently

American Funds Fundamental Investors Class F-1 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AFIFX.

Explore AFIFX Diversifiers

American Funds Fundamental Investors Class F-1 (AFIFX) Alternatives