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 0.59% annually. There are 161 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
WBREOX	CIT: BlackRock Equity Index Fund Class 1	0.02%	—	Jul 2017	ANCFX vs WBREOX

Best Risk-Adjusted Alternatives to ANCFX

ANCFX has a PortfoliosLab risk / return rank of 75. There are 79 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	15.30B	Dec 2004	ANCFX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	82.00B	Nov 2001	ANCFX vs VPMAX
DHAMX	Centre American Select Equity Fund	92	—	Dec 2011	ANCFX vs DHAMX
POSKX	PrimeCap Odyssey Stock Fund	91	—	Nov 2004	ANCFX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	91	—	Feb 2004	ANCFX vs GTLOX

Top Performing ANCFX Alternatives (YTD)

ANCFX is at 15.14% YTD. There are 30 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	29.33%	15.30B	Dec 2004	ANCFX vs VPCCX
YFSIX	AMG Yacktman Global Fund	27.94%	—	Jan 2017	ANCFX vs YFSIX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	27.79%	—	Dec 2015	ANCFX vs RESGX
ALSMX	Archer Multi Cap Fund	26.71%	—	Dec 2019	ANCFX vs ALSMX
IGIAX	Integrity ESG Growth & Income Fund	26.41%	—	Jan 1995	ANCFX vs IGIAX

Lowest Volatility Alternatives to ANCFX

ANCFX has 13.75% 1-year volatility. There are 336 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.26%	—	Jun 2013	ANCFX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.26%	—	Mar 2021	ANCFX vs SVPFX
AUEIX	AQR Large Cap Defensive Style Fund	7.91%	—	Jul 2012	ANCFX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	7.91%	—	Jul 2012	ANCFX vs QUERX
FULVX	Fidelity U.S. Low Volatility Equity Fund	8.38%	—	Nov 2019	ANCFX vs FULVX

Lowest Drawdown Alternatives to ANCFX

ANCFX has a 1-year max drawdown of -10.66%. There are 303 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, RGAGX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	85	9.98%	—	Jul 1975	ANCFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	55	10.91%	—	Jan 1934	ANCFX vs AIVSX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	35	10.24%	—	Dec 1973	ANCFX vs RGAGX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.89%	—	Jul 1952	ANCFX vs AWSHX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	40	12.33%	—	—	ANCFX vs RERGX
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	29	7.38%	—	Mar 1973	ANCFX vs ANWPX
GFFFX	American Funds The Growth Fund of America	Large Cap Growth Equities	34	10.19%	—	Dec 1973	ANCFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	53	6.34%	—	Dec 1973	ANCFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	27	6.34%	—	Jan 1967	ANCFX vs AMCPX
ABNFX	American Funds The Bond Fund of America® Class F-2	Intermediate Core Bond	21	0.19%	—	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	34	10.09%	—	Dec 1973	ANCFX vs AGTHX
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	ANCFX vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	ANCFX vs SPY
AMRMX	American Funds American Mutual Fund Class A	Large Cap Blend Equities	40	6.66%	—	Feb 1950	ANCFX vs AMRMX
FXAIX	Fidelity 500 Index Fund	S&P 500	73	11.71%	—	Feb 1988	ANCFX vs FXAIX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	71	11.98%	2.20T	Nov 2000	ANCFX vs VTSAX
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	32	8.60%	—	—	ANCFX vs FSPGX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	39	6.42%	61.08B	Dec 2009	ANCFX vs SCHG
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	80	19.01%	94.95B	Oct 2011	ANCFX vs SCHD
CWBFX	American Funds Capital World Bond Fund	Global Bonds	4	-0.48%	—	Aug 1987	ANCFX vs CWBFX
FPIFX	Fidelity Freedom Index 2020 Fund Investor Class	Target Retirement Date	73	6.23%	—	Oct 2009	ANCFX vs FPIFX
MOAT	VanEck Vectors Morningstar Wide Moat ETF	Large Cap Blend Equities	27	-0.94%	11.84B	Apr 2012	ANCFX vs MOAT
TEPLX	Templeton Growth Fund, Inc.	Global Equities	23	4.67%	—	Nov 1954	ANCFX vs TEPLX
UJAN	Innovator U.S. Equity Ultra Buffer ETF - January	Defined Outcome	85	4.72%	320.60M	Dec 2018	ANCFX vs UJAN
MXVIX	Great-West S&P 500 Index Fund	Large Cap Blend Equities	76	11.51%	—	Sep 2003	ANCFX vs MXVIX
FXIFX	Fidelity Freedom Index 2030 Fund Investor Class	Target Retirement Date	70	8.03%	—	Oct 2009	ANCFX vs FXIFX
OPTFX	Invesco Capital Appreciation Fund	Large Cap Growth Equities	25	11.21%	—	Jan 1981	ANCFX vs OPTFX
ANEFX	American Funds The New Economy Fund	Global Equities	88	22.90%	—	Nov 1983	ANCFX vs ANEFX
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	76	11.89%	35.12B	Feb 2022	ANCFX vs CGDV
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	68	11.20%	2.20T	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