American Funds Fundamental Investors Fund Class R2 (RFNBX) Alternatives
American Funds Fundamental Investors Fund Class R2 (RFNBX) 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 RFNBX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to RFNBX
RFNBX charges 1.36% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among RFNBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | RFNBX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | RFNBX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | RFNBX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | RFNBX vs FLCPX | |
| Vanguard Institutional Total Stock Market Index Fu... | 0.02% | May 31, 2001 | RFNBX vs VITPX |
Best Risk-Adjusted Alternatives to RFNBX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 94 | Nov 12, 2001 | RFNBX vs VPMAX | |
| Pin Oak Equity | 92 | Aug 3, 1992 | RFNBX vs POGSX | |
| First Eagle Overseas Fund Class I | 92 | — | RFNBX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 91 | Jan 2, 1990 | RFNBX vs PAGRX | |
| DFA International Core Equity Portfolio I | 90 | Sep 15, 2005 | RFNBX vs DFIEX |
Top Performing RFNBX Alternatives (YTD)
RFNBX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| AMG Yacktman Global Fund | 9.95% | Jan 30, 2017 | RFNBX vs YFSIX | |
| GQG Partners US Select Quality Equity Fund | 9.61% | Sep 28, 2018 | RFNBX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.49% | Jan 24, 2021 | RFNBX vs NWAUX | |
| Muhlenkamp Fund | 9.11% | Nov 1, 1988 | RFNBX vs MUHLX | |
| Pin Oak Equity | 8.02% | Aug 3, 1992 | RFNBX vs POGSX |
Lowest Volatility Alternatives to RFNBX
RFNBX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.66% | Jun 28, 2013 | RFNBX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.01% | Mar 28, 2021 | RFNBX vs SVPFX | |
| Fidelity Hedged Equity Fund | 11.04% | Sep 8, 2022 | RFNBX vs FEQHX | |
| Fidelity Advisor Growth & Income Fund Class Z | 11.08% | Mar 20, 2025 | RFNBX vs FGJEX | |
| Castle Tandem Fund | 12.04% | Mar 15, 2019 | RFNBX vs TANDX |
Lowest Drawdown Alternatives to RFNBX
RFNBX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | RFNBX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | RFNBX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | RFNBX vs FEQHX | |
| GQG Partners US Select Quality Equity Fund | -8.30% | Sep 28, 2018 | RFNBX vs GQEIX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | RFNBX vs FNSTX |
Other Mutual Funds from Capital Group
Most popular Capital Group mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| American Funds Fundamental Investors Fund Class R6 | Large Cap Growth Equities | 75 | -3.28% | May 1, 2009 | RFNBX vs RFNGX | |
| American High-Income Municipal Bond Fund Class F-3 | High Yield Muni | 23 | -0.13% | Jan 27, 2017 | RFNBX vs HIMFX | |
| American High-Income Municipal Bond Fund Class F-2 | High Yield Muni | 26 | -0.15% | Aug 1, 2008 | RFNBX vs AHMFX | |
| Capital Group California Core Municipal Fund | Municipal Bonds | 57 | -0.65% | Apr 12, 2010 | RFNBX vs CCCMX | |
| Capital Group California Short-Term Municipal Fund | Municipal Bonds | 80 | -0.12% | Apr 12, 2010 | RFNBX vs CCSTX |
Often Compared With RFNBX
What investors most often compare with RFNBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AQR Large Cap Defensive Style Fund Class R6 | Large Cap Blend Equities | 10 | 1.76% | Jul 9, 2012 | RFNBX vs QUERX | |
| State Street Equity 500 Index Fund Class K | Large Cap Blend Equities | 59 | -4.34% | Sep 17, 2014 | RFNBX vs SSSYX | |
| Rock Oak Core Growth Fund | Large Cap Blend Equities | 77 | 7.71% | Dec 31, 2004 | RFNBX vs RCKSX | |
| Centre American Select Equity Fund | Large Cap Blend Equities | 89 | 7.48% | Dec 21, 2011 | RFNBX vs DHAMX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 89 | -0.34% | Jan 2, 1990 | RFNBX vs PAGDX |
Compare RFNBX with Any Fund or Stock
Compare RFNBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.