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 107 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
VITPX	Vanguard Institutional Total Stock Market Index Fu...	0.02%	35.20B	May 2001	FINFX vs VITPX

Best Risk-Adjusted Alternatives to FINFX

FINFX has a PortfoliosLab risk / return rank of 65. There are 97 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	FINFX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	94	17.20B	Dec 2004	FINFX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	92	92.00B	Nov 2001	FINFX vs VPMAX
POGRX	PRIMECAP Odyssey Growth Fund	91	—	Nov 2004	FINFX vs POGRX
POGSX	Pin Oak Equity	91	—	Aug 1992	FINFX vs POGSX

Top Performing FINFX Alternatives (YTD)

FINFX is at 14.08% YTD. There are 40 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.27%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	29.27%	17.20B	Dec 2004	FINFX vs VPCCX
POGRX	PRIMECAP Odyssey Growth Fund	28.22%	—	Nov 2004	FINFX vs POGRX
IGIAX	Integrity ESG Growth & Income Fund	26.58%	—	Jan 1995	FINFX vs IGIAX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	25.63%	92.00B	Nov 2001	FINFX vs VPMAX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	24.11%	—	Dec 2015	FINFX vs RESGX

Lowest Volatility Alternatives to FINFX

FINFX has 14.77% 1-year volatility. There are 355 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	FINFX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.28%	—	Jun 2013	FINFX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.25%	—	Jul 2012	FINFX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.27%	—	Jul 2012	FINFX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.70%	—	Aug 2018	FINFX vs JEPIX

Lowest Drawdown Alternatives to FINFX

FINFX has a 1-year max drawdown of -10.64%. There are 305 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	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, 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	80	9.50%	—	Jul 1975	FINFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	40	10.11%	—	Jan 1934	FINFX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	41	7.82%	—	Jul 1952	FINFX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	24	8.96%	—	Dec 1973	FINFX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	37	10.72%	—	May 2009	FINFX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	64	13.97%	—	Aug 1978	FINFX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	24	6.73%	—	Mar 1973	FINFX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	24	8.90%	—	Dec 1973	FINFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	57	6.80%	—	Dec 1973	FINFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	20	6.63%	—	Jan 1967	FINFX vs AMCPX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	68	11.31%	1.70T	Sep 2010	FINFX vs VOO
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	67	11.83%	2.30T	May 2001	FINFX vs VTI
PRWCX	T. Rowe Price Capital Appreciation Fund	Diversified Portfolio	51	7.27%	—	Jun 1986	FINFX vs PRWCX
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	11.30%	783.21B	Jan 1993	FINFX vs SPY
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	65	11.49%	2.30T	Nov 2000	FINFX vs VTSAX
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	23	8.79%	—	Dec 1973	FINFX vs AGTHX
USNQX	USAA Nasdaq 100 Index Fund	Nasdaq-100, Large Cap Growth Equities	56	17.89%	—	Oct 2000	FINFX vs USNQX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	37	10.44%	176.32B	May 1967	FINFX vs FCNTX
VLXVX	Vanguard Target Retirement 2065 Fund	Diversified Portfolio, Target Retirement Date	65	11.02%	16.80B	Jul 2017	FINFX vs VLXVX
IHGIX	Hartford Dividend and Growth Fund Class A	Dividend	77	10.84%	—	Jul 1996	FINFX vs IHGIX
GSPAX	Goldman Sachs U.S. Equity Dividend and Premium Fun...	Dividend	77	11.04%	—	Aug 2010	FINFX vs GSPAX
CAIFX	American Funds Capital Income Builder Fund Class F...	Dividend	72	8.73%	—	Jul 1987	FINFX vs CAIFX
FLTMX	Fidelity Intermediate Municipal Income Fund	Municipal Bonds	65	0.96%	—	Apr 1977	FINFX vs FLTMX
PDT	John Hancock Premium Dividend Fund	Dividend	11	6.07%	—	Dec 1989	FINFX vs PDT
MDDVX	BlackRock Equity Dividend Fund Investor A Shares	Dividend	78	13.73%	—	Oct 1994	FINFX vs MDDVX
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	Dividend	85	11.76%	—	Mar 2005	FINFX vs SVAAX
AMINX	Amana Income Fund Institutional Class	Dividend	43	13.00%	—	Sep 2013	FINFX vs AMINX
FKUTX	Franklin Utilities Fund	Utilities Equities	32	9.46%	—	Sep 1948	FINFX vs FKUTX
WMFFX	Washington Mutual Investors Fund Class F-2	Large Cap Value Equities	42	7.92%	—	Aug 2008	FINFX vs WMFFX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	37	7.23%	—	Feb 2007	FINFX vs EXG

Compare FINFX with Any Fund or Stock

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

Symbol name

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