Schwab Fundamental US Large Company Index Fund (SFLNX) Alternatives
Schwab Fundamental US Large Company Index Fund (SFLNX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SFLNX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SFLNX
SFLNX charges 0.25% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among SFLNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | SFLNX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | SFLNX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | SFLNX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | SFLNX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | SFLNX vs TILVX |
Best Risk-Adjusted Alternatives to SFLNX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | SFLNX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | SFLNX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | SFLNX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | SFLNX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | SFLNX vs VALAX |
Top Performing SFLNX Alternatives (YTD)
SFLNX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | SFLNX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | SFLNX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | SFLNX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | SFLNX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | SFLNX vs HFCVX |
Lowest Volatility Alternatives to SFLNX
SFLNX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | SFLNX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | SFLNX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | SFLNX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | SFLNX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | SFLNX vs ACIIX |
Lowest Drawdown Alternatives to SFLNX
SFLNX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | SFLNX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | SFLNX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | SFLNX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | SFLNX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | SFLNX vs PSECX |
Other Mutual Funds from Charles Schwab
Most popular Charles Schwab mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 59 | -4.39% | May 19, 1997 | SFLNX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 0.57% | Aug 27, 1993 | SFLNX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 59 | -4.03% | Jun 1, 1999 | SFLNX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 75 | 1.04% | May 19, 1997 | SFLNX vs SWISX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 41 | -9.81% | Dec 20, 2017 | SFLNX vs SWLGX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 55 | -0.44% | — | SFLNX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 44 | -6.94% | Apr 2, 1991 | SFLNX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 30 | -12.73% | Oct 3, 2005 | SFLNX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 50 | -2.49% | May 19, 1997 | SFLNX vs SWSSX | |
| Schwab Fundamental International Large Company Ind... | Foreign Large Cap Equities | 93 | 4.82% | Apr 1, 2007 | SFLNX vs SFNNX |
Often Compared With SFLNX
What investors most often compare with SFLNX, based on PortfoliosLab usage data.
Compare SFLNX with Any Fund or Stock
Compare SFLNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.