RFNGX Alternatives & Similar Mutual Funds

American Funds Fundamental Investors Fund Class R6 (RFNGX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RFNGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to RFNGX

RFNGX charges 0.28% annually. There are 17 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.

Symbol	Name	Expense Ratio	AUM	Inception
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.03%	378.80B	May 1998	RFNGX vs VIGIX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.75B	Dec 2017	RFNGX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	RFNGX vs FSPGX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	0.05%	—	Oct 2002	RFNGX vs TILIX
VMGAX	Vanguard Mega Cap Growth Index Fund Institutional ...	0.05%	—	Apr 2008	RFNGX vs VMGAX

Best Risk-Adjusted Alternatives to RFNGX

RFNGX has a PortfoliosLab risk / return rank of 62. There are 20 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
DNVYX	Davis New York Venture Fund Class Y	91	—	Feb 1969	RFNGX vs DNVYX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	90	96.10B	Nov 1984	RFNGX vs VPMCX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	84	32.70B	Nov 2001	RFNGX vs VHCAX
FDSSX	Fidelity Stock Selector All Cap Fund	80	—	Sep 1990	RFNGX vs FDSSX
FZAPX	Fidelity Advisor Stock Selector All Cap Fund Class...	80	—	Aug 2013	RFNGX vs FZAPX

Top Performing RFNGX Alternatives (YTD)

RFNGX is at 13.39% YTD. There are 38 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	29.13%	—	Mar 2020	RFNGX vs ONERX
IOLZX	ICON Equity Fund	28.55%	—	Oct 2002	RFNGX vs IOLZX
CHASX	Chase Growth Fund	22.03%	—	Dec 1997	RFNGX vs CHASX
CHAIX	Chase Growth Fund Institutional Class	22.03%	—	Jan 2007	RFNGX vs CHAIX
GTLLX	Glenmede Quantitative U.S. Large Cap Growth Equity...	21.57%	—	Feb 2004	RFNGX vs GTLLX

Lowest Volatility Alternatives to RFNGX

RFNGX has 15.19% 1-year volatility. There are 89 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	6.77%	—	Sep 2019	RFNGX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.95%	—	Jan 2005	RFNGX vs MEIFX
AWYIX	CIBC Atlas Equity Income Fund	10.24%	—	Apr 2010	RFNGX vs AWYIX
MRFOX	Marshfield Concentrated Opportunity Fund	10.40%	—	Dec 2015	RFNGX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.60%	—	Sep 2018	RFNGX vs GQEPX

Lowest Drawdown Alternatives to RFNGX

RFNGX has a 1-year max drawdown of -10.62%. There are 55 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	RFNGX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	RFNGX vs MEIFX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	RFNGX vs AQEIX
MRFOX	Marshfield Concentrated Opportunity Fund	-7.03%	—	Dec 2015	RFNGX vs MRFOX
DNVYX	Davis New York Venture Fund Class Y	-7.97%	—	Feb 1969	RFNGX vs DNVYX

Other Mutual Funds from Capital Group

The 10 most viewed Capital Group mutual funds shown here include AGTHX, HIMFX, AHMFX and span 5 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	18	5.61%	—	Dec 1973	RFNGX vs AGTHX
HIMFX	American High-Income Municipal Bond Fund Class F-3	High Yield Muni	84	1.32%	—	Jan 2017	RFNGX vs HIMFX
AHMFX	American High-Income Municipal Bond Fund Class F-2	High Yield Muni	83	1.26%	—	Aug 2008	RFNGX vs AHMFX
RFNBX	American Funds Fundamental Investors Fund Class R2	Large Cap Blend Equities	54	12.69%	—	May 2002	RFNGX vs RFNBX
CCSTX	Capital Group California Short-Term Municipal Fund	Municipal Bonds	63	0.49%	—	Apr 2010	RFNGX vs CCSTX
CCCMX	Capital Group California Core Municipal Fund	Municipal Bonds	43	-0.20%	—	Apr 2010	RFNGX vs CCCMX
RGABX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	17	5.12%	—	May 2002	RFNGX vs RGABX
CGFAX	American Funds The Growth Fund of America Class 52...	Large Cap Growth Equities	19	5.59%	—	Feb 2002	RFNGX vs CGFAX
FAQTX	American Funds 2035 Target Date Retirement Fund Cl...	Target Retirement Date	49	6.38%	—	Feb 2007	RFNGX vs FAQTX
AFTFX	American Funds Tax-Exempt Bond Fund of America Cla...	Municipal Bonds	65	0.25%	—	Mar 2001	RFNGX vs AFTFX

Often Compared With RFNGX

Investors most often compare RFNGX with VFIAX, PGGAX, GXXIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	59	10.10%	1.70T	Nov 2000	RFNGX vs VFIAX
PGGAX	American Funds Global Growth Portfolio Class A	Global Equities	41	9.99%	—	May 2012	RFNGX vs PGGAX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	11	4.34%	—	Jun 2000	RFNGX vs GXXIX
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	16	4.99%	378.80B	Nov 2000	RFNGX vs VIGAX
VINIX	Vanguard Institutional Index Fund Institutional Sh...	S&P 500, Large Cap Blend Equities	59	10.11%	349.70B	Jul 1990	RFNGX vs VINIX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	28	-5.35%	—	Apr 2003	RFNGX vs BPTRX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	Foreign Large Cap Equities	74	14.19%	316.30B	Aug 1999	RFNGX vs VTMGX
ACIHX	American Century Investments Growth Fund G Class	Large Cap Growth Equities	14	2.97%	—	Mar 2022	RFNGX vs ACIHX
RYGRX	Rydex S&P 500 Pure Growth Fund	Large Cap Growth Equities	20	18.71%	—	Feb 2004	RFNGX vs RYGRX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	68	15.40%	—	Mar 2001	RFNGX vs ANFFX
TVRIX	Guggenheim Directional Allocation Fund	Large Cap Growth Equities	52	8.85%	—	Jun 2012	RFNGX vs TVRIX
PROVX	Provident Trust Strategy Fund	Large Cap Growth Equities	51	6.09%	—	Dec 1986	RFNGX vs PROVX
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	RFNGX vs SPY
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	88	18.11%	—	Jan 1990	RFNGX vs ADX
FOCKX	Fidelity OTC Portfolio Class K	Large Cap Growth Equities	72	19.73%	—	May 2008	RFNGX vs FOCKX
FCGSX	Fidelity Series Growth Company Fund	Large Cap Growth Equities	71	16.58%	—	Nov 2013	RFNGX vs FCGSX
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	55	17.93%	—	Jul 1958	RFNGX vs AMRGX
BLUEX	AMG Veritas Global Real Return Fund	Large Cap Growth Equities	5	-1.50%	—	Jan 1991	RFNGX vs BLUEX
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	72	19.65%	—	Dec 1984	RFNGX vs FOCPX
FSSKX	Fidelity Advisor Stock Selector All Cap Fund Class...	Large Cap Growth Equities	80	15.38%	—	May 2008	RFNGX vs FSSKX

Compare RFNGX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair RFNGX with funds that move differently

American Funds Fundamental Investors Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RFNGX.

Explore RFNGX Diversifiers

American Funds Fundamental Investors Fund Class R6 (RFNGX) Alternatives