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 | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | AFMFX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | AFMFX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | AFMFX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | AFMFX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | AFMFX vs VVIAX |
Best Risk-Adjusted Alternatives to AFMFX
AFMFX has a PortfoliosLab risk / return rank of 65. There are 236 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | AFMFX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | AFMFX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | AFMFX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | AFMFX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | AFMFX vs MALVX |
Top Performing AFMFX Alternatives (YTD)
AFMFX is at 9.84% YTD. There are 256 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | AFMFX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | AFMFX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | AFMFX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | AFMFX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | AFMFX vs YAFFX |
Lowest Volatility Alternatives to AFMFX
AFMFX has 9.73% 1-year volatility. There are 23 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | AFMFX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | AFMFX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | AFMFX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | AFMFX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | AFMFX vs ACIIX |
Lowest Drawdown Alternatives to AFMFX
AFMFX has a 1-year max drawdown of -7.90%. There are 206 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 | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | AFMFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | AFMFX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | AFMFX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | AFMFX vs TORYX | |
| 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.
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.
Compare AFMFX with Any Fund or Stock
Compare AFMFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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