AFMFX Alternatives & Similar Mutual Funds

American Funds American Mutual Fund Class F-3 (AFMFX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AFMFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AFMFX

AFMFX charges 0.27% annually. There are 23 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	AFMFX vs FBLEX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	AFMFX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	AFMFX vs SWLVX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	AFMFX vs VIVIX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	245.00B	Nov 2000	AFMFX vs VVIAX

Best Risk-Adjusted Alternatives to AFMFX

AFMFX has a PortfoliosLab risk / return rank of 43. There are 228 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	AFMFX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	AFMFX vs FGINX
VALAX	Al Frank Fund	96	—	May 2006	AFMFX vs VALAX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	AFMFX vs SABTX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	95	—	Jun 2022	AFMFX vs AVLVX

Top Performing AFMFX Alternatives (YTD)

AFMFX is at 6.84% YTD. There are 249 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.

Symbol	Name	YTD Return	AUM	Inception
VALAX	Al Frank Fund	25.18%	—	May 2006	AFMFX vs VALAX
YAFFX	AMG Yacktman Focused Fund	23.48%	—	May 1997	AFMFX vs YAFFX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	23.32%	—	Jun 2022	AFMFX vs AVLVX
PKAIX	PIMCO RAE US Fund	21.63%	—	Jun 2015	AFMFX vs PKAIX
NPRTX	Neuberger Berman Large Cap Value Fund	20.12%	—	Jan 1975	AFMFX vs NPRTX

Lowest Volatility Alternatives to AFMFX

AFMFX has 9.72% 1-year volatility. There are 27 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.41%	—	Sep 2017	AFMFX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.65%	—	Feb 2021	AFMFX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.38%	—	Dec 1973	AFMFX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.81%	—	Feb 1996	AFMFX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.36%	—	Dec 2007	AFMFX vs TMMAX

Lowest Drawdown Alternatives to AFMFX

AFMFX has a 1-year max drawdown of -7.90%. There are 208 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	AFMFX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	AFMFX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	AFMFX vs BUFBX
TORYX	Torray Fund	-4.50%	—	Dec 1990	AFMFX vs TORYX
SVAIX	Federated Hermes Strategic Value Dividend Fund	-4.66%	—	Mar 2005	AFMFX vs SVAIX

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	82	9.39%	—	Jul 1975	AFMFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	45	8.86%	—	Jan 1934	AFMFX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.48%	—	Jul 1952	AFMFX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	30	8.89%	—	Dec 1973	AFMFX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	48	13.57%	—	May 2009	AFMFX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	68	14.25%	—	Aug 1978	AFMFX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	28	6.46%	—	Mar 1973	AFMFX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	30	8.83%	—	Dec 1973	AFMFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	48	5.72%	—	Dec 1973	AFMFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	21	4.20%	—	Jan 1967	AFMFX vs AMCPX

Often Compared With AFMFX

Investors most often compare AFMFX with AFMBX, VOO, PRK. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AFMBX	American Funds American Balanced Fund Class F-3	Diversified Portfolio	83	9.53%	—	Jul 1975	AFMFX vs AFMBX
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	AFMFX vs VOO
PRK	Park National Corporation		58	19.29%	—	—	AFMFX vs PRK
VTV	Vanguard Value ETF	Large Cap Value Equities	84	14.47%	245.00B	Jan 2004	AFMFX vs VTV
VUG	Vanguard Growth ETF	Large Cap Growth Equities	31	3.52%	393.80B	Jan 2004	AFMFX vs VUG
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	29	8.72%	—	Dec 1973	AFMFX vs AGTHX
GAFFX	American Funds Growth Fund of Amer F3	Large Cap Growth Equities	30	8.87%	—	Aug 2008	AFMFX vs GAFFX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	S&P 500, Large Cap Blend Equities	65	9.78%	355.20B	Jul 1997	AFMFX vs VIIIX
BNB-USD	BNB		78	-32.92%	—	—	AFMFX vs BNB-USD
DQIRX	BNY Mellon Equity Income Fund	Large Cap Value Equities	89	13.11%	—	Jul 2006	AFMFX vs DQIRX
QQQI	NEOS Nasdaq-100 High Income ETF	Nasdaq-100, Derivative Income	53	9.86%	12.65B	Jan 2024	AFMFX vs QQQI
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	92	16.63%	—	Feb 1993	AFMFX vs DFLVX
NFFFX	American Funds New World Fund	Emerging Markets Equities	69	18.76%	—	Jun 1999	AFMFX vs NFFFX
FAIRX	Fairholme Fund	Large Cap Value Equities	31	8.33%	—	Dec 1999	AFMFX vs FAIRX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	59	8.82%	2.30T	May 2001	AFMFX vs VTI
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	56	9.50%	—	Feb 2001	AFMFX vs HDCTX
GLD	SPDR Gold Shares	Gold, Precious Metals	22	-4.79%	138.96B	Nov 2004	AFMFX vs GLD
BEXIX	Baron Emerging Markets Fund	Emerging Markets Diversified	52	23.73%	—	Dec 2010	AFMFX vs BEXIX
QQQ	Invesco QQQ ETF	Nasdaq-100	59	16.45%	493.17B	Mar 1999	AFMFX vs QQQ
ODMAX	Invesco Developing Markets Fund	Emerging Markets Diversified	74	19.47%	—	Nov 1996	AFMFX vs ODMAX

Compare AFMFX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair AFMFX with funds that move differently

American Funds American Mutual Fund Class F-3 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AFMFX.

Explore AFMFX Diversifiers

American Funds American Mutual Fund Class F-3 (AFMFX) Alternatives