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 19 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | RFNGX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | RFNGX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | RFNGX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | RFNGX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | RFNGX vs TILIX |
Best Risk-Adjusted Alternatives to RFNGX
RFNGX has a PortfoliosLab risk / return rank of 58. There are 32 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | RFNGX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | RFNGX vs ONERX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | RFNGX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | RFNGX vs CHASX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 86 | 31.20B | Nov 2001 | RFNGX vs VHCAX |
Top Performing RFNGX Alternatives (YTD)
RFNGX is at 12.85% YTD. There are 56 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | RFNGX vs ONERX | |
| ICON Equity Fund | 27.06% | — | Oct 2002 | RFNGX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 25.28% | — | Feb 2017 | RFNGX vs FUMIX | |
| Chase Growth Fund | 25.25% | — | Dec 1997 | RFNGX vs CHASX | |
| Chase Growth Fund Institutional Class | 25.21% | — | Jan 2007 | RFNGX vs CHAIX |
Lowest Volatility Alternatives to RFNGX
RFNGX has 14.83% 1-year volatility. There are 89 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.84% | — | Sep 2019 | RFNGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.75% | — | Jan 2005 | RFNGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.05% | — | Dec 2015 | RFNGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | RFNGX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | RFNGX vs GQEPX |
Lowest Drawdown Alternatives to RFNGX
RFNGX has a 1-year max drawdown of -10.62%. There are 56 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 | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | RFNGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | RFNGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | RFNGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | RFNGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | RFNGX vs DNVYX |
Other Mutual Funds from Capital Group
The 6 most viewed Capital Group mutual funds shown here include AGTHX, HIMFX, AHMFX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| American Funds The Growth Fund of America Class A | Large Cap Growth Equities | 20 | 7.16% | — | Dec 1973 | RFNGX vs AGTHX | |
| American High-Income Municipal Bond Fund Class F-3 | High Yield Muni | 90 | 2.78% | — | Jan 2017 | RFNGX vs HIMFX | |
| American High-Income Municipal Bond Fund Class F-2 | High Yield Muni | 90 | 2.73% | — | Aug 2008 | RFNGX vs AHMFX | |
| American Funds Fundamental Investors Fund Class R2 | Large Cap Blend Equities | 52 | 12.20% | — | May 2002 | RFNGX vs RFNBX | |
| Capital Group California Short-Term Municipal Fund | Municipal Bonds | 75 | 0.79% | — | Apr 2010 | RFNGX vs CCSTX | |
| Capital Group California Core Municipal Fund | Municipal Bonds | 61 | 0.54% | — | Apr 2010 | RFNGX vs CCCMX |
Often Compared With RFNGX
Investors most often compare RFNGX with VFIAX, PGGAX, GXXIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare RFNGX with Any Fund or Stock
Compare RFNGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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