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%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | FINFX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | FINFX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | FINFX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | FINFX vs FLCPX | |
| Vanguard Institutional Total Stock Market Index Fu... | 0.02% | 34.70B | May 2001 | FINFX vs VITPX |
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.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | FINFX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | FINFX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | FINFX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | FINFX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | FINFX vs POGSX |
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%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | FINFX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | FINFX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | FINFX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | FINFX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | FINFX vs IGIAX |
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%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | FINFX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | FINFX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | FINFX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | FINFX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | FINFX vs SILVX |
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%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | FINFX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | FINFX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | FINFX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | FINFX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | FINFX vs AMFEX |
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.
Compare FINFX with Any Fund or Stock
Compare FINFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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