RFNBX Alternatives & Similar Mutual Funds

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 364 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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	RFNBX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	RFNBX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	RFNBX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	RFNBX vs FLCPX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	0.02%	2.30T	Apr 2015	RFNBX vs VSMPX

Best Risk-Adjusted Alternatives to RFNBX

RFNBX has a PortfoliosLab risk / return rank of 53. There are 200 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	97	—	Mar 2021	RFNBX vs SVPFX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	RFNBX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	92	18.10B	Dec 2004	RFNBX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	RFNBX vs GTLOX
POGSX	Pin Oak Equity	90	—	Aug 1992	RFNBX vs POGSX

Top Performing RFNBX Alternatives (YTD)

RFNBX is at 11.62% YTD. There are 70 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
VPCCX	Vanguard PRIMECAP Core Fund	24.47%	18.10B	Dec 2004	RFNBX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	24.27%	—	Dec 2018	RFNBX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.85%	—	Nov 2004	RFNBX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.24%	—	Dec 2015	RFNBX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.87%	—	Jan 1995	RFNBX vs IGIAX

Lowest Volatility Alternatives to RFNBX

RFNBX has 15.16% 1-year volatility. There are 351 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	RFNBX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	RFNBX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.23%	—	Jul 2012	RFNBX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.85%	—	Aug 2018	RFNBX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.33%	—	Feb 2012	RFNBX vs SILVX

Lowest Drawdown Alternatives to RFNBX

RFNBX has a 1-year max drawdown of -10.78%. There are 314 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	RFNBX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	RFNBX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	RFNBX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	RFNBX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	RFNBX vs AMFEX

Other Mutual Funds from Capital Group

The 10 most viewed Capital Group mutual funds shown here include AGTHX, RFNGX, HIMFX and span 4 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	19	4.39%	—	Dec 1973	RFNBX vs AGTHX
RFNGX	American Funds Fundamental Investors Fund Class R6	Large Cap Growth Equities	64	12.31%	—	May 2009	RFNBX vs RFNGX
HIMFX	American High-Income Municipal Bond Fund Class F-3	High Yield Muni	90	1.52%	—	Jan 2017	RFNBX vs HIMFX
AHMFX	American High-Income Municipal Bond Fund Class F-2	High Yield Muni	90	1.46%	—	Aug 2008	RFNBX vs AHMFX
CCSTX	Capital Group California Short-Term Municipal Fund	Municipal Bonds	64	0.49%	—	Apr 2010	RFNBX vs CCSTX
CCCMX	Capital Group California Core Municipal Fund	Municipal Bonds	47	-0.20%	—	Apr 2010	RFNBX vs CCCMX
CGFAX	American Funds The Growth Fund of America Class 52...	Large Cap Growth Equities	18	5.59%	—	Feb 2002	RFNBX vs CGFAX
RGABX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	16	5.12%	—	May 2002	RFNBX vs RGABX
BLPFX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	64	7.20%	—	May 2012	RFNBX vs BLPFX
AFTFX	American Funds Tax-Exempt Bond Fund of America Cla...	Municipal Bonds	64	0.25%	—	Mar 2001	RFNBX vs AFTFX

Often Compared With RFNBX

Investors most often compare RFNBX with ORDNX, FNSTX, IICAX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	59	1.10%	—	Jun 2013	RFNBX vs ORDNX
FNSTX	Fidelity Infrastructure Fund	Infrastructure Equities, Large Cap Blend Equities	24	5.53%	—	Nov 2019	RFNBX vs FNSTX
IICAX	Asset Management Fund Large Cap Equity Fund	Large Cap Blend Equities	69	8.86%	—	Jun 1953	RFNBX vs IICAX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	72	10.81%	—	Mar 2025	RFNBX vs FGJEX
FRDPX	Franklin Rising Dividends Fund	Large Cap Blend Equities	41	8.25%	—	Jan 1987	RFNBX vs FRDPX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	63	9.88%	34.70B	May 2001	RFNBX vs VITPX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	Large Cap Blend Equities	69	9.35%	—	Jul 2017	RFNBX vs WBREOX
DFIEX	DFA International Core Equity 2 Portfolio Institut...	Foreign Large Cap Equities	80	13.00%	42.60B	Sep 2005	RFNBX vs DFIEX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	61	9.74%	—	Aug 2015	RFNBX vs BKTSX
FULVX	Fidelity U.S. Low Volatility Equity Fund	Low Volatility	—	—	—	Nov 2019	RFNBX vs FULVX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	59	11.61%	—	Nov 1988	RFNBX vs MUHLX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	63	9.34%	—	Sep 2014	RFNBX vs SSSYX
NWAUX	Nationwide GQG US Quality Equity Fund	Quality Factor, Large Cap Blend Equities	13	5.53%	—	Jan 2021	RFNBX vs NWAUX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio Cl...	Large Cap Blend Equities	49	6.91%	—	Jan 1990	RFNBX vs PAGRX
YFSIX	AMG Yacktman Global Fund	Global Equities	29	24.97%	—	Jan 2017	RFNBX vs YFSIX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	90	20.70%	96.10B	Nov 2001	RFNBX vs VPMAX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	67	18.47%	—	Dec 2019	RFNBX vs ALSMX
FGLGX	Fidelity Series Large Cap Stock Fund	Large Cap Blend Equities	76	11.16%	—	Dec 2012	RFNBX vs FGLGX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	45	6.65%	—	Sep 2022	RFNBX vs FEQHX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	1	-6.75%	—	Mar 2019	RFNBX vs TANDX

Compare RFNBX with Any Fund or Stock

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

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Diversifiers

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

American Funds Fundamental Investors Fund Class R2 (RFNBX) Alternatives