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 373 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | RFNBX vs FLCPX | |
| 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 57. There are 196 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | RFNBX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | RFNBX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | RFNBX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | RFNBX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | RFNBX vs GTLOX |
Top Performing RFNBX Alternatives (YTD)
RFNBX is at 13.70% YTD. There are 52 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | RFNBX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | RFNBX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | RFNBX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | RFNBX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | RFNBX vs RESGX |
Lowest Volatility Alternatives to RFNBX
RFNBX has 14.75% 1-year volatility. There are 352 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 | RFNBX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | RFNBX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | RFNBX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | RFNBX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | RFNBX vs JEPIX |
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 -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | 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 | 23 | 8.89% | — | Dec 1973 | RFNBX vs AGTHX | |
| American Funds Fundamental Investors Fund Class R6 | Large Cap Growth Equities | 64 | 14.33% | — | May 2009 | RFNBX vs RFNGX | |
| American High-Income Municipal Bond Fund Class F-3 | High Yield Muni | 89 | 2.92% | — | Jan 2017 | RFNBX vs HIMFX | |
| American High-Income Municipal Bond Fund Class F-2 | High Yield Muni | 89 | 2.86% | — | Aug 2008 | RFNBX vs AHMFX | |
| Capital Group California Short-Term Municipal Fund | Municipal Bonds | 77 | 0.89% | — | Apr 2010 | RFNBX vs CCSTX | |
| Capital Group California Core Municipal Fund | Municipal Bonds | 62 | 0.64% | — | 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