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 20 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 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | SFLNX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | SFLNX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | SFLNX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | SFLNX vs TILVX |
Best Risk-Adjusted Alternatives to SFLNX
SFLNX has a PortfoliosLab risk / return rank of 92. There are 14 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | SFLNX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | SFLNX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | SFLNX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | SFLNX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | SFLNX vs SABTX |
Top Performing SFLNX Alternatives (YTD)
SFLNX is at 14.13% YTD. There are 38 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 31.39%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 31.39% | — | May 1997 | SFLNX vs YAFFX | |
| PIMCO RAE US Fund | 23.68% | — | Jun 2015 | SFLNX vs PKAIX | |
| Al Frank Fund | 21.52% | — | May 2006 | SFLNX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 20.67% | — | Jun 2022 | SFLNX vs AVLVX | |
| AMG Yacktman Fund | 20.51% | — | Jul 1992 | SFLNX vs YACKX |
Lowest Volatility Alternatives to SFLNX
SFLNX has 10.37% 1-year volatility. There are 98 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.91% | — | Sep 2017 | SFLNX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | SFLNX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.14% | — | Dec 1973 | SFLNX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class C | 8.08% | — | Nov 1997 | SFLNX vs FLCCX | |
| Fidelity Advisor Large Cap Fund Class I | 8.08% | — | Feb 1996 | SFLNX vs FALIX |
Lowest Drawdown Alternatives to SFLNX
SFLNX has a 1-year max drawdown of -6.10%. There are 38 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | SFLNX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | SFLNX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | SFLNX vs HFCVX | |
| Torray 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 $249B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 74 | 11.52% | 145.00B | May 1997 | SFLNX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 1.45% | 248.87B | Aug 1993 | SFLNX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 71 | 11.78% | 43.45B | Jun 1999 | SFLNX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 33 | 9.01% | 5.10B | Dec 2017 | SFLNX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 26 | 9.16% | 14.43B | May 1997 | SFLNX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 19 | 0.38% | 8.21B | — | SFLNX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 70 | 11.62% | 22.44B | Apr 1991 | SFLNX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 36 | 11.08% | 628.62M | Oct 2005 | SFLNX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 61 | 17.63% | 7.51B | May 1997 | SFLNX vs SWSSX | |
| Schwab Fundamental International Large Company Ind... | Foreign Large Cap Equities | 87 | 21.09% | 5.14B | Apr 2007 | SFLNX vs SFNNX |
Often Compared With SFLNX
Investors most often compare SFLNX with VFIAX, VOO, VDADX. These 20 comparison targets span 9 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