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
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
WBREOX	CIT: BlackRock Equity Index Fund Class 1	0.02%	—	Jul 2017	AFIFX vs WBREOX

Best Risk-Adjusted Alternatives to AFIFX

AFIFX has a PortfoliosLab risk / return rank of 59. There are 194 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	96	—	Mar 2021	AFIFX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	92	17.20B	Dec 2004	AFIFX vs VPCCX
POGSX	Pin Oak Equity	92	—	Aug 1992	AFIFX vs POGSX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	AFIFX vs GTLOX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	90	92.00B	Nov 2001	AFIFX vs VPMAX

Top Performing AFIFX Alternatives (YTD)

AFIFX is at 13.82% YTD. There are 49 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.55%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	26.55%	17.20B	Dec 2004	AFIFX vs VPCCX
IGIAX	Integrity ESG Growth & Income Fund	25.50%	—	Jan 1995	AFIFX vs IGIAX
POGRX	PRIMECAP Odyssey Growth Fund	25.47%	—	Nov 2004	AFIFX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	23.05%	—	Dec 2015	AFIFX vs RESGX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	22.83%	92.00B	Nov 2001	AFIFX vs VPMAX

Lowest Volatility Alternatives to AFIFX

AFIFX has 14.81% 1-year volatility. There are 352 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.24%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.24%	—	Mar 2021	AFIFX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.27%	—	Jun 2013	AFIFX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.24%	—	Jul 2012	AFIFX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.26%	—	Jul 2012	AFIFX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.71%	—	Aug 2018	AFIFX vs JEPIX

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 -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	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	80	8.96%	—	Jul 1975	AFIFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	40	10.23%	—	Jan 1934	AFIFX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	44	8.02%	—	Jul 1952	AFIFX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	23	8.63%	—	Dec 1973	AFIFX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	41	10.80%	—	May 2009	AFIFX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	61	13.86%	—	Aug 1978	AFIFX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	25	6.70%	—	Mar 1973	AFIFX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	23	8.56%	—	Dec 1973	AFIFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	65	6.88%	—	Dec 1973	AFIFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	20	6.63%	—	Jan 1967	AFIFX vs AMCPX

Often Compared With AFIFX

Investors most often compare AFIFX with FGJEX, TANDX, YFSIX. These 20 comparison targets span 3 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	63	10.06%	—	Mar 2025	AFIFX vs FGJEX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	0	-10.05%	—	Mar 2019	AFIFX vs TANDX
YFSIX	AMG Yacktman Global Fund	Large Cap Blend Equities	18	21.57%	—	Jan 2017	AFIFX vs YFSIX
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	53	10.21%	—	Jan 1990	AFIFX vs PAGDX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	88	21.39%	—	Dec 2011	AFIFX vs DHAMX
SPY	State Street SPDR S&P 500 ETF	S&P 500	65	10.67%	783.21B	Jan 1993	AFIFX vs SPY
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	66	11.60%	—	Aug 2015	AFIFX vs BKTSX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	76	21.33%	—	Dec 2019	AFIFX vs ALSMX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	69	11.30%	—	Sep 2014	AFIFX vs SSSYX
QKACX	Federated Hermes MDT All Cap Core Fund Class R6	Large Cap Blend Equities	45	8.56%	—	Oct 2002	AFIFX vs QKACX
FGRTX	Fidelity Mega Cap Stock Fund	Large Cap Blend Equities	79	12.29%	—	Dec 1998	AFIFX vs FGRTX
GQEIX	GQG Partners US Select Quality Equity Fund	Large Cap Blend Equities	8	5.78%	—	Sep 2018	AFIFX vs GQEIX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	Large Cap Blend Equities	89	21.29%	—	Dec 2018	AFIFX vs FTZIX
NWAUX	Nationwide GQG US Quality Equity Fund	Large Cap Blend Equities	8	5.45%	—	Jan 2021	AFIFX vs NWAUX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	56	9.07%	—	Sep 2022	AFIFX vs FEQHX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	31	8.27%	—	Nov 1988	AFIFX vs MUHLX
DFIEX	DFA International Core Equity 2 Portfolio Institut...	Foreign Large Cap Equities, Large Cap Blend Equities	62	11.10%	41.84B	Sep 2005	AFIFX vs DFIEX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	68	11.75%	35.20B	May 2001	AFIFX vs VITPX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	Large Cap Blend Equities	56	10.35%	—	Jan 1990	AFIFX vs PAGRX
SGOIX	First Eagle Overseas Fund Class I	Large Cap Blend Equities, Foreign Large Cap Equities	64	8.46%	—	—	AFIFX vs SGOIX

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