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
VITPX	Vanguard Institutional Total Stock Market Index Fu...	0.02%	35.20B	May 2001	ANCFX vs VITPX

Best Risk-Adjusted Alternatives to ANCFX

ANCFX has a PortfoliosLab risk / return rank of 68. There are 85 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
VPCCX	Vanguard PRIMECAP Core Fund	96	17.20B	Dec 2004	ANCFX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	95	92.00B	Nov 2001	ANCFX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	94	—	Nov 2004	ANCFX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	ANCFX vs GTLOX
IGIAX	Integrity ESG Growth & Income Fund	91	—	Jan 1995	ANCFX vs IGIAX

Top Performing ANCFX Alternatives (YTD)

ANCFX is at 14.25% YTD. There are 34 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	33.95%	17.20B	Dec 2004	ANCFX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	29.80%	92.00B	Nov 2001	ANCFX vs VPMAX
IGIAX	Integrity ESG Growth & Income Fund	27.12%	—	Jan 1995	ANCFX vs IGIAX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	27.04%	—	May 2008	ANCFX vs FLCKX
FLVCX	Fidelity Leveraged Company Stock Fund	26.99%	—	Dec 2000	ANCFX vs FLVCX

Lowest Volatility Alternatives to ANCFX

ANCFX has 14.65% 1-year volatility. There are 351 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.29%	—	Jun 2013	ANCFX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.40%	—	Mar 2021	ANCFX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.39%	—	Jul 2012	ANCFX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.40%	—	Jul 2012	ANCFX vs AUEIX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	8.59%	—	May 2015	ANCFX vs FSUVX

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 -1.33%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	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 8 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	ANCFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	45	8.86%	—	Jan 1934	ANCFX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.48%	—	Jul 1952	ANCFX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	30	8.89%	—	Dec 1973	ANCFX 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	ANCFX vs RERGX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	28	6.46%	—	Mar 1973	ANCFX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	30	8.83%	—	Dec 1973	ANCFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	48	5.72%	—	Dec 1973	ANCFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	21	4.20%	—	Jan 1967	ANCFX vs AMCPX
ABNFX	American Funds The Bond Fund of America® Class F-2	Intermediate Core Bond	16	-0.25%	—	Aug 2008	ANCFX vs ABNFX

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	29	8.72%	—	Dec 1973	ANCFX vs AGTHX
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	ANCFX vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	ANCFX vs SPY
AMRMX	American Funds American Mutual Fund Class A	Large Cap Blend Equities	42	6.69%	—	Feb 1950	ANCFX vs AMRMX
FXAIX	Fidelity 500 Index Fund	S&P 500	65	9.79%	—	Feb 1988	ANCFX vs FXAIX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	65	10.33%	2.30T	Nov 2000	ANCFX vs VTSAX
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	21	3.18%	—	—	ANCFX vs FSPGX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	28	1.35%	59.17B	Dec 2009	ANCFX vs SCHG
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	77	17.72%	99.95B	Oct 2011	ANCFX vs SCHD
CWBFX	American Funds Capital World Bond Fund	Global Bonds	4	-1.38%	—	Aug 1987	ANCFX vs CWBFX
FPIFX	Fidelity Freedom Index 2020 Fund Investor Class	Target Retirement Date	67	5.75%	—	Oct 2009	ANCFX vs FPIFX
UJAN	Innovator U.S. Equity Ultra Buffer ETF - January	Defined Outcome	83	4.12%	320.41M	Dec 2018	ANCFX vs UJAN
MOAT	VanEck Morningstar Wide Moat ETF	Large Cap Blend Equities	23	-2.39%	13.10B	Apr 2012	ANCFX vs MOAT
TEPLX	Templeton Growth Fund, Inc.	Global Equities	21	3.43%	—	Nov 1954	ANCFX vs TEPLX
MXVIX	Great-West S&P 500 Index Fund	Large Cap Blend Equities	65	9.55%	—	Sep 2003	ANCFX vs MXVIX
FXIFX	Fidelity Freedom Index 2030 Fund Investor Class	Target Retirement Date	67	7.50%	—	Oct 2009	ANCFX vs FXIFX
OPTFX	Invesco Capital Appreciation Fund	Large Cap Growth Equities	28	11.72%	—	Jan 1981	ANCFX vs OPTFX
ANEFX	American Funds The New Economy Fund	Global Equities	88	24.01%	—	Nov 1983	ANCFX vs ANEFX
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	69	11.07%	36.32B	Feb 2022	ANCFX vs CGDV
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	59	8.82%	2.30T	May 2001	ANCFX vs VTI

Compare ANCFX with Any Fund or Stock

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

Symbol name

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