FINFX Alternatives & Similar Mutual Funds

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 105 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%	—	—	FINFX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	FINFX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	FINFX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	FINFX vs FLCPX
SWPPX	Schwab S&P 500 Index Fund	0.02%	145.00B	May 1997	FINFX vs SWPPX

Best Risk-Adjusted Alternatives to FINFX

FINFX has a PortfoliosLab risk / return rank of 70. There are 78 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	FINFX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	82.00B	Nov 2001	FINFX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	91	—	Nov 2004	FINFX vs POSKX
DHAMX	Centre American Select Equity Fund	90	—	Dec 2011	FINFX vs DHAMX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	90	—	Feb 2004	FINFX vs GTLOX

Top Performing FINFX Alternatives (YTD)

FINFX is at 14.42% YTD. There are 33 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.81%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	29.81%	15.30B	Dec 2004	FINFX vs VPCCX
YFSIX	AMG Yacktman Global Fund	28.24%	—	Jan 2017	FINFX vs YFSIX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	27.23%	—	Dec 2015	FINFX vs RESGX
ALSMX	Archer Multi Cap Fund	26.58%	—	Dec 2019	FINFX vs ALSMX
IGIAX	Integrity ESG Growth & Income Fund	26.32%	—	Jan 1995	FINFX vs IGIAX

Lowest Volatility Alternatives to FINFX

FINFX has 13.77% 1-year volatility. There are 338 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	FINFX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.26%	—	Mar 2021	FINFX vs SVPFX
AUEIX	AQR Large Cap Defensive Style Fund	7.93%	—	Jul 2012	FINFX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	7.93%	—	Jul 2012	FINFX vs QUERX
FULVX	Fidelity U.S. Low Volatility Equity Fund	8.38%	—	Nov 2019	FINFX vs FULVX

Lowest Drawdown Alternatives to FINFX

FINFX has a 1-year max drawdown of -10.64%. There are 302 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	FINFX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	FINFX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	FINFX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	FINFX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	FINFX vs QUERX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, RGAGX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	82	9.47%	—	Jul 1975	FINFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	49	10.14%	—	Jan 1934	FINFX vs AIVSX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	31	9.36%	—	Dec 1973	FINFX vs RGAGX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	34	5.43%	—	Jul 1952	FINFX vs AWSHX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	39	11.44%	—	—	FINFX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	68	14.34%	—	Jan 1978	FINFX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	27	6.76%	—	Mar 1973	FINFX vs ANWPX
GFFFX	American Funds The Growth Fund of America	Large Cap Growth Equities	31	9.30%	—	Dec 1973	FINFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	48	5.84%	—	Dec 1973	FINFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	23	5.43%	—	Jan 1967	FINFX vs AMCPX

Often Compared With FINFX

Investors most often compare FINFX with VOO, VTI, PRWCX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	74	11.34%	1.60T	Sep 2010	FINFX vs VOO
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	73	11.72%	2.20T	May 2001	FINFX vs VTI
PRWCX	T. Rowe Price Capital Appreciation Fund	Diversified Portfolio	44	5.48%	—	Jun 1986	FINFX vs PRWCX
SPY	State Street SPDR S&P 500 ETF	S&P 500	74	11.33%	781.00B	Jan 1993	FINFX vs SPY
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	30	9.21%	—	Dec 1973	FINFX vs AGTHX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	64	11.13%	2.20T	Nov 2000	FINFX vs VTSAX
USNQX	USAA Nasdaq 100 Index Fund	Large Cap Growth Equities	70	21.19%	—	Oct 2000	FINFX vs USNQX
VLXVX	Vanguard Target Retirement 2065 Fund	Diversified Portfolio, Target Retirement Date	65	11.37%	15.90B	Jul 2017	FINFX vs VLXVX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	37	8.62%	176.32B	May 1967	FINFX vs FCNTX
IHGIX	Hartford Dividend and Growth Fund Class A	Dividend	59	8.18%	—	Jul 1996	FINFX vs IHGIX
GSPAX	Goldman Sachs U.S. Equity Dividend and Premium Fun...	Dividend	72	9.67%	—	Aug 2010	FINFX vs GSPAX
CAIFX	American Funds Capital Income Builder Fund Class F...	Dividend	61	7.59%	—	Jul 1987	FINFX vs CAIFX
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	Dividend	66	8.08%	—	Mar 2005	FINFX vs SVAAX
WMFFX	Washington Mutual Investors Fund Class F-2	Large Cap Value Equities	35	5.50%	—	Aug 2008	FINFX vs WMFFX
AMINX	Amana Income Fund Institutional Class	Dividend	42	11.49%	—	Sep 2013	FINFX vs AMINX
PDT	John Hancock Premium Dividend Fund	Dividend	9	3.92%	—	Dec 1989	FINFX vs PDT
HQIIX	Hartford Equity Income Fund Class I	Dividend	39	5.89%	—	Aug 2003	FINFX vs HQIIX
MDDVX	BlackRock Equity Dividend Fund Investor A Shares	Dividend	56	9.13%	—	Oct 1994	FINFX vs MDDVX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	23	3.34%	—	Feb 2007	FINFX vs EXG
FKUTX	Franklin Utilities Fund	Utilities Equities	13	5.46%	—	Sep 1948	FINFX vs FKUTX

Compare FINFX with Any Fund or Stock

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

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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

American Funds Fundamental Investors® Class F-2 (FINFX) Alternatives