American Funds Fundamental Investors Class F-1 (AFIFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AFIFX
AFIFX charges 0.64% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among AFIFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | AFIFX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | AFIFX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | AFIFX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | AFIFX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | Aug 11, 2014 | AFIFX vs SSEYX |
Best Risk-Adjusted Alternatives to AFIFX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | AFIFX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | AFIFX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | AFIFX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | AFIFX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | AFIFX vs DHAMX |
Top Performing AFIFX Alternatives (YTD)
AFIFX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | AFIFX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | AFIFX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | AFIFX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | AFIFX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | AFIFX vs RCKSX |
Lowest Volatility Alternatives to AFIFX
AFIFX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | AFIFX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | AFIFX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | AFIFX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | AFIFX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | AFIFX vs QUERX |
Lowest Drawdown Alternatives to AFIFX
AFIFX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | AFIFX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | AFIFX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | AFIFX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | AFIFX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | AFIFX vs GQEIX |
Other Mutual Funds from American Funds
Most popular American Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With AFIFX
What investors most often compare with AFIFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Castle Tandem Fund | Large Cap Blend Equities | 0 | -9.28% | Mar 15, 2019 | AFIFX vs TANDX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | AFIFX vs PAGDX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | AFIFX vs SPY | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | AFIFX vs VITPX | |
| Vanguard Total Stock Market Index Fund Institution... | Large Cap Blend Equities | 46 | -6.74% | Apr 28, 2015 | AFIFX vs VSMPX | |
| State Street Equity 500 Index Fund Class K | Large Cap Blend Equities | 46 | -7.05% | Sep 17, 2014 | AFIFX vs SSSYX | |
| CIT: BlackRock Equity Index Fund Class 1 | Large Cap Blend Equities | 28 | -7.06% | Jul 24, 2017 | AFIFX vs WBREOX |
Compare AFIFX with Any Fund or Stock
Compare AFIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.