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 158 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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	ANCFX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	ANCFX vs VFFSX
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
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	0.02%	—	Aug 2015	ANCFX vs BKTSX

Best Risk-Adjusted Alternatives to ANCFX

ANCFX has a PortfoliosLab risk / return rank of 62. There are 153 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	95	—	Mar 2021	ANCFX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	17.20B	Dec 2004	ANCFX vs VPCCX
POGSX	Pin Oak Equity	92	—	Aug 1992	ANCFX vs POGSX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	91	92.00B	Nov 2001	ANCFX vs VPMAX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	90	—	Feb 2004	ANCFX vs GTLOX

Top Performing ANCFX Alternatives (YTD)

ANCFX is at 14.17% YTD. There are 39 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	28.68%	17.20B	Dec 2004	ANCFX vs VPCCX
POGRX	PRIMECAP Odyssey Growth Fund	27.40%	—	Nov 2004	ANCFX vs POGRX
IGIAX	Integrity ESG Growth & Income Fund	26.40%	—	Jan 1995	ANCFX vs IGIAX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	25.12%	92.00B	Nov 2001	ANCFX vs VPMAX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	24.23%	—	Dec 2015	ANCFX vs RESGX

Lowest Volatility Alternatives to ANCFX

ANCFX has 14.75% 1-year volatility. There are 352 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	ANCFX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.28%	—	Jun 2013	ANCFX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.26%	—	Jul 2012	ANCFX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.28%	—	Jul 2012	ANCFX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.70%	—	Aug 2018	ANCFX vs JEPIX

Lowest Drawdown Alternatives to ANCFX

ANCFX has a 1-year max drawdown of -10.66%. There are 306 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
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	ANCFX vs ORDNX
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

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	79	9.44%	—	Jul 1975	ANCFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	40	10.50%	—	Jan 1934	ANCFX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	39	8.07%	—	Jul 1952	ANCFX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	24	9.06%	—	Dec 1973	ANCFX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	37	10.66%	—	May 2009	ANCFX vs RERGX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	24	6.76%	—	Mar 1973	ANCFX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	24	9.00%	—	Dec 1973	ANCFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	55	6.96%	—	Dec 1973	ANCFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	20	6.73%	—	Jan 1967	ANCFX vs AMCPX
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	68	8.71%	—	Jul 1987	ANCFX vs CAIBX

Often Compared With ANCFX

Investors most often compare ANCFX with AGTHX, VOO, SPY. These 20 comparison targets span 9 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	23	8.89%	—	Dec 1973	ANCFX vs AGTHX
VOO	Vanguard S&P 500 ETF	S&P 500	66	10.45%	1.70T	Sep 2010	ANCFX vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.45%	783.21B	Jan 1993	ANCFX vs SPY
AMRMX	American Funds American Mutual Fund Class A	Large Cap Blend Equities	49	9.67%	—	Feb 1950	ANCFX vs AMRMX
FXAIX	Fidelity 500 Index Fund	S&P 500	63	11.06%	—	Feb 1988	ANCFX vs FXAIX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	64	11.83%	2.30T	Nov 2000	ANCFX vs VTSAX
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	19	5.06%	—	—	ANCFX vs FSPGX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	33	5.60%	60.56B	Dec 2009	ANCFX vs SCHG
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	86	20.66%	98.55B	Oct 2011	ANCFX vs SCHD
CWBFX	American Funds Capital World Bond Fund	Global Bonds	3	-1.51%	—	Aug 1987	ANCFX vs CWBFX
FPIFX	Fidelity Freedom Index 2020 Fund Investor Class	Target Retirement Date	64	5.63%	—	Oct 2009	ANCFX vs FPIFX
UJAN	Innovator U.S. Equity Ultra Buffer ETF - January	Defined Outcome	86	5.18%	313.46M	Dec 2018	ANCFX vs UJAN
TEPLX	Templeton Growth Fund, Inc.	Global Equities	16	4.07%	—	Nov 1954	ANCFX vs TEPLX
MOAT	VanEck Morningstar Wide Moat ETF	Large Cap Blend Equities	27	2.73%	11.77B	Apr 2012	ANCFX vs MOAT
MXVIX	Great-West S&P 500 Index Fund	Large Cap Blend Equities	65	11.10%	—	Sep 2003	ANCFX vs MXVIX
FXIFX	Fidelity Freedom Index 2030 Fund Investor Class	Target Retirement Date	62	7.37%	—	Oct 2009	ANCFX vs FXIFX
ANEFX	American Funds The New Economy Fund	Global Equities	80	20.07%	—	Nov 1983	ANCFX vs ANEFX
OPTFX	Invesco Capital Appreciation Fund	Large Cap Growth Equities	19	9.43%	—	Jan 1981	ANCFX vs OPTFX
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	69	13.06%	36.70B	Feb 2022	ANCFX vs CGDV
CWGIX	American Funds Capital World Growth and Income Fun...	Global Equities	63	14.63%	—	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