ANCFX Alternatives & Similar Mutual Funds

American Funds Fundamental Investors Class A (ANCFX) 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 ANCFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to ANCFX

ANCFX charges 0.57% annually. There are 153 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%	—	—	ANCFX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	ANCFX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	ANCFX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	ANCFX vs FLCPX
SWPPX	Schwab S&P 500 Index Fund	0.02%	144.34B	May 1997	ANCFX vs SWPPX

Best Risk-Adjusted Alternatives to ANCFX

ANCFX has a PortfoliosLab risk / return rank of 61. There are 108 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	ANCFX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	18.10B	Dec 2004	ANCFX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	93	—	Feb 2004	ANCFX vs GTLOX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	ANCFX vs FTZIX
RCKSX	Rock Oak Core Growth Fund	91	—	Dec 2004	ANCFX vs RCKSX

Top Performing ANCFX Alternatives (YTD)

ANCFX is at 13.21% YTD. There are 48 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.41%	18.10B	Dec 2004	ANCFX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	23.90%	—	Dec 2018	ANCFX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.34%	—	Nov 2004	ANCFX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.17%	—	Dec 2015	ANCFX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.69%	—	Jan 1995	ANCFX vs IGIAX

Lowest Volatility Alternatives to ANCFX

ANCFX has 15.18% 1-year volatility. There are 350 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.21%	—	Mar 2021	ANCFX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	ANCFX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.22%	—	Jul 2012	ANCFX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.83%	—	Aug 2018	ANCFX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.32%	—	Feb 2012	ANCFX vs SILVX

Lowest Drawdown Alternatives to ANCFX

ANCFX has a 1-year max drawdown of -10.66%. There are 305 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	ANCFX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	ANCFX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	ANCFX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	ANCFX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	ANCFX vs AMFEX

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	78	8.43%	—	Jul 1975	ANCFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	40	9.73%	—	Jan 1934	ANCFX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	55	8.99%	—	Jul 1952	ANCFX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	19	5.80%	—	Dec 1973	ANCFX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	48	10.30%	—	May 2009	ANCFX vs RERGX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	23	4.94%	—	Mar 1973	ANCFX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	19	5.73%	—	Dec 1973	ANCFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	81	8.35%	—	Dec 1973	ANCFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	17	4.76%	—	Jan 1967	ANCFX vs AMCPX
GWPAX	American Funds Growth Portfolio Class A	Diversified Portfolio	32	8.46%	—	May 2012	ANCFX vs GWPAX

Often Compared With ANCFX

Investors most often compare ANCFX with AGTHX, VOO, SPY. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	18	5.61%	—	Dec 1973	ANCFX vs AGTHX
VOO	Vanguard S&P 500 ETF	S&P 500	78	11.72%	1.70T	Sep 2010	ANCFX vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	ANCFX vs SPY
AMRMX	American Funds American Mutual Fund Class A	Large Cap Blend Equities	61	9.70%	—	Feb 1950	ANCFX vs AMRMX
FXAIX	Fidelity 500 Index Fund	S&P 500	59	10.13%	—	Feb 1988	ANCFX vs FXAIX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	59	10.50%	2.30T	Nov 2000	ANCFX vs VTSAX
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	10	0.30%	—	—	ANCFX vs FSPGX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	39	7.11%	59.97B	Dec 2009	ANCFX vs SCHG
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.36%	104.16B	Oct 2011	ANCFX vs SCHD
CWBFX	American Funds Capital World Bond Fund	Global Bonds	6	-1.69%	—	Aug 1987	ANCFX vs CWBFX
FPIFX	Fidelity Freedom Index 2020 Fund Investor Class	Target Retirement Date	63	4.86%	—	Oct 2009	ANCFX vs FPIFX
UJAN	Innovator U.S. Equity Ultra Buffer ETF - January	Defined Outcome	90	5.85%	269.13M	Dec 2018	ANCFX vs UJAN
TEPLX	Templeton Growth Fund, Inc.	Global Equities	22	4.60%	—	Nov 1954	ANCFX vs TEPLX
MOAT	VanEck Morningstar Wide Moat ETF	Large Cap Blend Equities	41	5.78%	11.80B	Apr 2012	ANCFX vs MOAT
MXVIX	Great-West S&P 500 Index Fund	Large Cap Blend Equities	57	9.85%	—	Sep 2003	ANCFX vs MXVIX
ANEFX	American Funds The New Economy Fund Class A	Global Equities, Actively Managed	69	15.44%	—	Dec 1983	ANCFX vs ANEFX
FXIFX	Fidelity Freedom Index 2030 Fund Investor Class	Target Retirement Date	62	6.43%	—	Oct 2009	ANCFX vs FXIFX
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	85	15.82%	37.18B	Feb 2022	ANCFX vs CGDV
OPTFX	Invesco Capital Appreciation Fund	Large Cap Growth Equities	11	5.25%	—	Jan 1981	ANCFX vs OPTFX
CWGIX	American Funds Capital World Growth and Income Fun...	Global Equities	72	14.04%	—	Mar 1993	ANCFX vs CWGIX

Compare ANCFX with Any Fund or Stock

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

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Diversifiers

Pair ANCFX with funds that move differently

American Funds Fundamental Investors Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ANCFX.

Explore ANCFX Diversifiers

American Funds Fundamental Investors Class A (ANCFX) Alternatives