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 a closer substitute for your current allocation.
Cheapest Alternatives to RFNBX
RFNBX charges 1.36% annually. There are 372 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% | — | — | RFNBX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | RFNBX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | RFNBX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | RFNBX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | RFNBX vs SSSYX |
Best Risk-Adjusted Alternatives to RFNBX
RFNBX has a PortfoliosLab risk / return rank of 63. There are 141 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | RFNBX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | RFNBX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | RFNBX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | RFNBX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | RFNBX vs IGIAX |
Top Performing RFNBX Alternatives (YTD)
RFNBX is at 13.83% YTD. There are 37 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | RFNBX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | RFNBX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | RFNBX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | RFNBX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | RFNBX vs FLVCX |
Lowest Volatility Alternatives to RFNBX
RFNBX has 14.65% 1-year volatility. There are 351 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 | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | RFNBX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | RFNBX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | RFNBX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | RFNBX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | RFNBX vs FSUVX |
Lowest Drawdown Alternatives to RFNBX
RFNBX has a 1-year max drawdown of -10.78%. There are 315 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | RFNBX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | RFNBX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | RFNBX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | RFNBX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | RFNBX vs QUERX |
Other Mutual Funds from Capital Group
The 6 most viewed Capital Group mutual funds shown here include AGTHX, RFNGX, HIMFX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| American Funds The Growth Fund of America Class A | Large Cap Growth Equities | 29 | 8.72% | — | Dec 1973 | RFNBX vs AGTHX | |
| American Funds Fundamental Investors Fund Class R6 | Large Cap Growth Equities | 70 | 14.40% | — | May 2009 | RFNBX vs RFNGX | |
| American High-Income Municipal Bond Fund Class F-3 | High Yield Muni | 80 | 2.51% | — | Jan 2017 | RFNBX vs HIMFX | |
| American High-Income Municipal Bond Fund Class F-2 | High Yield Muni | 79 | 2.46% | — | Aug 2008 | RFNBX vs AHMFX | |
| Capital Group California Short-Term Municipal Fund | Municipal Bonds | 76 | 0.78% | — | Apr 2010 | RFNBX vs CCSTX | |
| Capital Group California Core Municipal Fund | Municipal Bonds | 63 | 0.70% | — | Apr 2010 | RFNBX vs CCCMX |
Often Compared With RFNBX
Investors most often compare RFNBX with FNSTX, IICAX, FGJEX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare RFNBX with Any Fund or Stock
Compare RFNBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RFNBX with funds that move differently
American Funds Fundamental Investors Fund Class R2 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RFNBX.
Explore RFNBX Diversifiers