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 a closer substitute for your current allocation.
Cheapest Alternatives to SFLNX
SFLNX charges 0.25% annually. There are 21 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | SFLNX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | SFLNX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | SFLNX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | SFLNX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | SFLNX vs VVIAX |
Best Risk-Adjusted Alternatives to SFLNX
SFLNX has a PortfoliosLab risk / return rank of 96. There are 21 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | SFLNX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | SFLNX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | SFLNX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | SFLNX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | SFLNX vs MALVX |
Top Performing SFLNX Alternatives (YTD)
SFLNX is at 17.37% YTD. There are 72 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | SFLNX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | SFLNX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | SFLNX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | SFLNX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | SFLNX vs YAFFX |
Lowest Volatility Alternatives to SFLNX
SFLNX has 10.50% 1-year volatility. There are 70 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | SFLNX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | SFLNX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | SFLNX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | SFLNX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | SFLNX vs ACIIX |
Lowest Drawdown Alternatives to SFLNX
SFLNX has a 1-year max drawdown of -6.10%. There are 30 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | SFLNX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | SFLNX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | SFLNX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | SFLNX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | SFLNX vs SVAIX |
Other Mutual Funds from Charles Schwab
The 10 most viewed Charles Schwab mutual funds shown here include SWPPX, SWVXX, SWTSX and span 7 categories. AUM among these funds goes as high as $247B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 63 | 9.35% | 144.34B | May 1997 | SFLNX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.74% | 247.33B | Apr 1992 | SFLNX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 63 | 9.82% | 44.09B | Jun 1999 | SFLNX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.51% | 4.75B | Dec 2017 | SFLNX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 69 | 12.67% | 14.81B | May 1997 | SFLNX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 21 | -0.73% | 8.24B | — | SFLNX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 60 | 9.62% | 22.19B | Apr 1991 | SFLNX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 18 | 3.77% | 598.86M | Oct 2005 | SFLNX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 79 | 19.46% | 7.55B | May 1997 | SFLNX vs SWSSX | |
| Schwab Fundamental International Equity Index Fund | Foreign Large Cap Equities | 91 | 20.52% | 5.35B | Apr 2007 | SFLNX vs SFNNX |
Often Compared With SFLNX
Investors most often compare SFLNX with VOO, VFIAX, VDADX. These 20 comparison targets span 10 categories, 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.
Pair SFLNX with funds that move differently
Schwab Fundamental US Large Company Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SFLNX.
Explore SFLNX Diversifiers