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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | AFMFX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | AFMFX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | AFMFX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | AFMFX vs TILVX |
Best Risk-Adjusted Alternatives to AFMFX
AFMFX has a PortfoliosLab risk / return rank of 42. There are 239 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 | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | AFMFX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | AFMFX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | AFMFX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | AFMFX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | AFMFX vs SABTX |
Top Performing AFMFX Alternatives (YTD)
AFMFX is at 6.78% YTD. There are 253 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | AFMFX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | AFMFX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | AFMFX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | AFMFX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | AFMFX vs PXTIX |
Lowest Volatility Alternatives to AFMFX
AFMFX has 9.50% 1-year volatility. There are 29 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | AFMFX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | AFMFX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | AFMFX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | AFMFX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | AFMFX vs FLCCX |
Lowest Drawdown Alternatives to AFMFX
AFMFX has a 1-year max drawdown of -7.90%. There are 212 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | AFMFX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | AFMFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | AFMFX vs HFCVX | |
| Torray 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, RGAGX and span 6 categories.
Often Compared With AFMFX
Investors most often compare AFMFX with AFMBX, VOO, PRK. These 20 comparison targets span 12 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