FUNFX Alternatives & Similar Mutual Funds

American Funds Fundamental Investors® Class F-3 (FUNFX) 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 FUNFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FUNFX

FUNFX charges 0.28% annually. There are 88 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%	—	—	FUNFX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	FUNFX vs VSTSX
EOI	Eaton Vance Enhanced Equity Income Fund	0.01%	—	Oct 2004	FUNFX vs EOI
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	FUNFX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	FUNFX vs FLCPX

Best Risk-Adjusted Alternatives to FUNFX

FUNFX has a PortfoliosLab risk / return rank of 70. There are 75 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	17.20B	Dec 2004	FUNFX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	95	92.00B	Nov 2001	FUNFX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	94	—	Nov 2004	FUNFX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	FUNFX vs GTLOX
IGIAX	Integrity ESG Growth & Income Fund	91	—	Jan 1995	FUNFX vs IGIAX

Top Performing FUNFX Alternatives (YTD)

FUNFX is at 14.40% YTD. There are 32 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	33.95%	17.20B	Dec 2004	FUNFX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	29.80%	92.00B	Nov 2001	FUNFX vs VPMAX
IGIAX	Integrity ESG Growth & Income Fund	27.12%	—	Jan 1995	FUNFX vs IGIAX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	27.04%	—	May 2008	FUNFX vs FLCKX
FLVCX	Fidelity Leveraged Company Stock Fund	26.99%	—	Dec 2000	FUNFX vs FLVCX

Lowest Volatility Alternatives to FUNFX

FUNFX has 14.65% 1-year volatility. There are 358 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.29%	—	Jun 2013	FUNFX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.40%	—	Mar 2021	FUNFX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.39%	—	Jul 2012	FUNFX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.40%	—	Jul 2012	FUNFX vs AUEIX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	8.59%	—	May 2015	FUNFX vs FSUVX

Lowest Drawdown Alternatives to FUNFX

FUNFX has a 1-year max drawdown of -10.62%. There are 310 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	FUNFX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	FUNFX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	FUNFX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	FUNFX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	FUNFX 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	82	9.39%	—	Jul 1975	FUNFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	45	8.86%	—	Jan 1934	FUNFX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.48%	—	Jul 1952	FUNFX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	30	8.89%	—	Dec 1973	FUNFX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	48	13.57%	—	May 2009	FUNFX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	68	14.25%	—	Aug 1978	FUNFX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	28	6.46%	—	Mar 1973	FUNFX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	30	8.83%	—	Dec 1973	FUNFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	48	5.72%	—	Dec 1973	FUNFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	21	4.20%	—	Jan 1967	FUNFX vs AMCPX

Often Compared With FUNFX

Investors most often compare FUNFX with FNDB, FXAIX, JLGMX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FNDB	Schwab Fundamental U.S. Broad Market Index ETF	Large Cap Value Equities	88	14.40%	1.39B	Aug 2013	FUNFX vs FNDB
FXAIX	Fidelity 500 Index Fund	S&P 500	65	9.79%	—	Feb 1988	FUNFX vs FXAIX
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	18	6.63%	—	Nov 2010	FUNFX vs JLGMX
QQQ	Invesco QQQ ETF	Nasdaq-100	59	16.45%	493.17B	Mar 1999	FUNFX vs QQQ
SWTSX	Schwab Total Stock Market Index Fund	Large Cap Blend Equities	64	10.37%	44.05B	Jun 1999	FUNFX vs SWTSX
DODGX	Dodge & Cox Stock Fund Class I	Large Cap Value Equities	17	2.68%	—	Jan 1965	FUNFX vs DODGX
MEGBX	MFS Growth Fund	Large Cap Growth Equities	10	3.21%	—	Dec 1986	FUNFX vs MEGBX
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	FUNFX vs SPY
SCHX	Schwab U.S. Large-Cap ETF	Large Cap Blend Equities	56	8.04%	72.05B	Nov 2009	FUNFX vs SCHX
KGGAX	Kopernik Global All-Cap Fund Class A	Foreign Small & Mid Cap Equities	48	3.52%	—	Nov 2013	FUNFX vs KGGAX
VT	Vanguard Total World Stock ETF	Global Equities	59	10.06%	95.30B	Jun 2008	FUNFX vs VT
VLISX	Vanguard Large-Cap Index Fund Institutional Shares	Large Cap Blend Equities	61	9.51%	—	Jun 2005	FUNFX vs VLISX
DMB	Dimensional Multi-Blend Fund	Large Cap Blend Equities	32	2.19%	—	Jan 2013	FUNFX vs DMB
MEIKX	MFS Value Fund	Large Cap Value Equities	37	6.94%	—	May 2006	FUNFX vs MEIKX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	59	7.87%	—	Mar 2025	FUNFX vs FGJEX
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	FUNFX vs VOO
ACSTX	Invesco Comstock Fund	Large Cap Value Equities	63	10.38%	—	Oct 1968	FUNFX vs ACSTX
YFSIX	AMG Yacktman Global Fund	Large Cap Blend Equities	19	22.44%	—	Jan 2017	FUNFX vs YFSIX
POGSX	Pin Oak Equity	Large Cap Blend Equities	87	16.85%	—	Aug 1992	FUNFX vs POGSX
DOXFX	Dodge & Cox International Stock X	Foreign Large Cap Equities	72	13.97%	—	Jan 2001	FUNFX vs DOXFX

Compare FUNFX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair FUNFX with funds that move differently

American Funds Fundamental Investors® Class F-3 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FUNFX.

Explore FUNFX Diversifiers

American Funds Fundamental Investors® Class F-3 (FUNFX) Alternatives