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 172 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
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	AFIFX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	AFIFX vs VSTSX
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
SSEYX	State Street Equity 500 Index II Portfolio	0.02%	—	Aug 2014	AFIFX vs SSEYX

Best Risk-Adjusted Alternatives to AFIFX

AFIFX has a PortfoliosLab risk / return rank of 74. There are 73 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	96	15.30B	Dec 2004	AFIFX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	82.00B	Nov 2001	AFIFX vs VPMAX
DHAMX	Centre American Select Equity Fund	92	—	Dec 2011	AFIFX vs DHAMX
POSKX	PrimeCap Odyssey Stock Fund	91	—	Nov 2004	AFIFX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	91	—	Feb 2004	AFIFX vs GTLOX

Top Performing AFIFX Alternatives (YTD)

AFIFX is at 15.10% YTD. There are 28 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.81%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	29.81%	15.30B	Dec 2004	AFIFX vs VPCCX
YFSIX	AMG Yacktman Global Fund	27.94%	—	Jan 2017	AFIFX vs YFSIX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	27.79%	—	Dec 2015	AFIFX vs RESGX
ALSMX	Archer Multi Cap Fund	26.71%	—	Dec 2019	AFIFX vs ALSMX
IGIAX	Integrity ESG Growth & Income Fund	26.41%	—	Jan 1995	AFIFX vs IGIAX

Lowest Volatility Alternatives to AFIFX

AFIFX has 13.74% 1-year volatility. There are 335 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.26%	—	Jun 2013	AFIFX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.26%	—	Mar 2021	AFIFX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	7.91%	—	Jul 2012	AFIFX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	7.91%	—	Jul 2012	AFIFX vs AUEIX
FULVX	Fidelity U.S. Low Volatility Equity Fund	8.38%	—	Nov 2019	AFIFX vs FULVX

Lowest Drawdown Alternatives to AFIFX

AFIFX has a 1-year max drawdown of -10.67%. There are 305 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, RGAGX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	82	9.47%	—	Jul 1975	AFIFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	49	10.14%	—	Jan 1934	AFIFX vs AIVSX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	31	9.36%	—	Dec 1973	AFIFX vs RGAGX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	34	5.43%	—	Jul 1952	AFIFX vs AWSHX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	39	11.44%	—	—	AFIFX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	68	14.34%	—	Jan 1978	AFIFX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	27	6.76%	—	Mar 1973	AFIFX vs ANWPX
GFFFX	American Funds The Growth Fund of America	Large Cap Growth Equities	31	9.30%	—	Dec 1973	AFIFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	48	5.84%	—	Dec 1973	AFIFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	23	5.43%	—	Jan 1967	AFIFX vs AMCPX

Often Compared With AFIFX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
POGSX	Pin Oak Equity	Large Cap Blend Equities	83	15.39%	—	Aug 1992	AFIFX vs POGSX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	59	7.66%	—	Mar 2025	AFIFX vs FGJEX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	0	-13.18%	—	Mar 2019	AFIFX vs TANDX
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	80	16.08%	—	Jan 1990	AFIFX vs PAGDX
SPY	State Street SPDR S&P 500 ETF	S&P 500	74	11.33%	781.00B	Jan 1993	AFIFX vs SPY
WBREOX	CIT: BlackRock Equity Index Fund Class 1	Large Cap Blend Equities	84	11.70%	—	Jul 2017	AFIFX vs WBREOX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	70	11.73%	—	Aug 2015	AFIFX vs BKTSX
SSSYX	State Street Equity 500 Index Fund Class K	Large Cap Blend Equities	66	10.87%	—	Sep 2014	AFIFX vs SSSYX
FGRTX	Fidelity Mega Cap Stock Fund	Large Cap Blend Equities	73	9.38%	—	Dec 1998	AFIFX vs FGRTX
QKACX	Federated Hermes MDT All Cap Core Fund Class R6	Large Cap Blend Equities	56	7.80%	—	Oct 2002	AFIFX vs QKACX
GQEIX	GQG Partners US Select Quality Equity Fund	Large Cap Blend Equities	7	7.72%	—	Sep 2018	AFIFX vs GQEIX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	68	10.01%	—	Sep 2022	AFIFX vs FEQHX
AFNIX	AAM/Bahl & Gaynor Income Growth Fund Class I	Large Cap Blend Equities, Dividend	—	—	—	Jul 2012	AFIFX vs AFNIX
NWAUX	Nationwide GQG US Quality Equity Fund	Large Cap Blend Equities	6	7.43%	—	Jan 2021	AFIFX vs NWAUX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	Large Cap Blend Equities	74	14.34%	—	Dec 2018	AFIFX vs FTZIX
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	44	10.21%	—	Sep 2005	AFIFX vs DFIEX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	37	11.53%	—	Nov 1988	AFIFX vs MUHLX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	64	11.14%	33.40B	May 2001	AFIFX vs VITPX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	Large Cap Blend Equities	75	15.32%	—	Jan 1990	AFIFX vs PAGRX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	56	7.80%	—	Oct 2002	AFIFX vs QIACX

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