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American Funds Fundamental Investors® Class F-2 (FINFX) 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 FINFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FINFX

FINFX charges 0.39% annually. There are 104 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.


Best Risk-Adjusted Alternatives to FINFX

FINFX has a PortfoliosLab risk / return rank of 65. There are 101 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.


Top Performing FINFX Alternatives (YTD)

FINFX is at 12.25% YTD. There are 48 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.


Lowest Volatility Alternatives to FINFX

FINFX has 15.17% 1-year volatility. There are 354 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.


Lowest Drawdown Alternatives to FINFX

FINFX has a 1-year max drawdown of -10.64%. There are 303 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.


Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.


Often Compared With FINFX

Investors most often compare FINFX with VOO, VTI, PRWCX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Vanguard S&P 500 ETFS&P 500
68
10.16%
1.70TSep 2010FINFX vs VOO
Vanguard Total Stock Market ETFLarge Cap Blend Equities
67
10.49%
2.30TMay 2001FINFX vs VTI
T. Rowe Price Capital Appreciation FundDiversified Portfolio
43
5.93%
Jun 1986FINFX vs PRWCX
State Street SPDR S&P 500 ETFS&P 500
67
10.13%
789.06BJan 1993FINFX vs SPY
Vanguard Total Stock Market Index Fund Admiral Sha...Large Cap Blend Equities
64
9.87%
2.30TNov 2000FINFX vs VTSAX
American Funds The Growth Fund of America Class ALarge Cap Growth Equities
19
4.39%
Dec 1973FINFX vs AGTHX
USAA Nasdaq 100 Index FundNasdaq-100, Large Cap Growth Equities
38
11.42%
Oct 2000FINFX vs USNQX
Fidelity ContrafundLarge Cap Growth Equities
28
5.62%
176.32BMay 1967FINFX vs FCNTX
Vanguard Target Retirement 2065 FundDiversified Portfolio, Target Retirement Date
71
10.02%
16.90BJul 2017FINFX vs VLXVX
Hartford Dividend and Growth Fund Class ADividend
87
12.35%
Jul 1996FINFX vs IHGIX
Goldman Sachs U.S. Equity Dividend and Premium Fun...Dividend
74
10.21%
Aug 2010FINFX vs GSPAX
BlackRock Equity Dividend Fund Investor A SharesDividend
85
15.47%
Oct 1994FINFX vs MDDVX
American Funds Capital Income Builder Fund Class F...Dividend
85
10.50%
Jul 1987FINFX vs CAIFX
John Hancock Premium Dividend FundDividend
14
6.22%
Dec 1989FINFX vs PDT
Fidelity Intermediate Municipal Income FundMunicipal Bonds
57
-0.43%
Apr 1977FINFX vs FLTMX
Franklin Utilities FundUtilities Equities
23
7.52%
Sep 1948FINFX vs FKUTX
Federated Hermes Strategic Value Dividend Fund Cla...Dividend
93
15.31%
Mar 2005FINFX vs SVAAX
Amana Income Fund Institutional ClassDividend
57
12.82%
Sep 2013FINFX vs AMINX
Eaton Vance Tax-Managed Global Diversified Equity ...Dividend, Global Equity Income
57
7.73%
Feb 2007FINFX vs EXG
Washington Mutual Investors Fund Class F-2Large Cap Value Equities
59
9.13%
Aug 2008FINFX vs WMFFX

Compare FINFX with Any Fund or Stock

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


 

Diversifiers

Pair FINFX with funds that move differently

American Funds Fundamental Investors® Class F-2 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FINFX.

Explore FINFX Diversifiers