AFIFX vs. VITPX
AFIFX (American Funds Fundamental Investors Class F-1) and VITPX (Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares) are both Large Cap Blend Equities funds. Over the past 10 years, AFIFX returned 14.75%/yr vs 15.10%/yr for VITPX. With a 0.96 correlation, they move nearly in lockstep. AFIFX charges 0.64%/yr vs 0.02%/yr for VITPX.
Performance
AFIFX vs. VITPX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AFIFX achieves a 14.31% return, which is significantly higher than VITPX's 11.14% return. Both investments have delivered pretty close results over the past 10 years, with AFIFX having a 14.75% annualized return and VITPX not far ahead at 15.10%.
AFIFX
- 1D
- -0.69%
- 1M
- 4.25%
- YTD
- 14.31%
- 6M
- 15.30%
- 1Y
- 33.23%
- 3Y*
- 25.72%
- 5Y*
- 14.50%
- 10Y*
- 14.75%
VITPX
- 1D
- -0.76%
- 1M
- 4.07%
- YTD
- 11.14%
- 6M
- 10.88%
- 1Y
- 28.14%
- 3Y*
- 22.61%
- 5Y*
- 13.02%
- 10Y*
- 15.10%
AFIFX vs. VITPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AFIFX American Funds Fundamental Investors Class F-1 | 14.31% | 24.12% | 22.68% | 25.78% | -16.69% | 22.36% | 14.85% | 27.00% | -8.19% | 22.70% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 11.14% | 17.17% | 25.43% | 26.01% | -19.48% | 25.76% | 20.95% | 30.87% | -5.59% | 20.51% |
Correlation
The correlation between AFIFX and VITPX is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2002 | 0.96 |
The correlation between AFIFX and VITPX has been stable across timeframes, ranging from 0.93 to 0.97 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AFIFX vs. VITPX — Risk / Return Rank
AFIFX
VITPX
AFIFX vs. VITPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class F-1 (AFIFX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AFIFX | VITPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.42 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.16 | 3.17 | -0.01 |
| Martin ratioReturn relative to average drawdown | 14.61 | 14.64 | -0.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| AFIFX | VITPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.45 | 2.32 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.75 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.82 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.50 | +0.08 |
Drawdowns
AFIFX vs. VITPX - Drawdown Comparison
The maximum AFIFX drawdown since its inception was -53.25%, roughly equal to the maximum VITPX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for AFIFX and VITPX.
Loading charts...
Drawdown Indicators
| AFIFX | VITPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.25% | -55.28% | +2.03% |
Max Drawdown (1Y)Largest decline over 1 year | -10.67% | -8.92% | -1.75% |
Max Drawdown (3Y)Largest decline over 3 years | -17.99% | -19.35% | +1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -25.11% | -25.31% | +0.20% |
Max Drawdown (10Y)Largest decline over 10 years | -33.92% | -34.99% | +1.07% |
Current DrawdownCurrent decline from peak | -0.69% | -0.76% | +0.07% |
Average DrawdownAverage peak-to-trough decline | -7.37% | -8.02% | +0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 1.93% | +0.37% |
Volatility
AFIFX vs. VITPX - Volatility Comparison
American Funds Fundamental Investors Class F-1 (AFIFX) has a higher volatility of 3.81% compared to Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) at 3.05%. This indicates that AFIFX's price experiences larger fluctuations and is considered to be riskier than VITPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AFIFX | VITPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 3.05% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 10.79% | 9.20% | +1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.76% | 12.22% | +1.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.79% | 17.35% | -0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.72% | 18.41% | -0.69% |
AFIFX vs. VITPX - Expense Ratio Comparison
AFIFX has a 0.64% expense ratio, which is higher than VITPX's 0.02% expense ratio.
Dividends
AFIFX vs. VITPX - Dividend Comparison
AFIFX's dividend yield for the trailing twelve months is around 7.43%, more than VITPX's 2.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFIFX American Funds Fundamental Investors Class F-1 | 7.43% | 8.48% | 8.84% | 5.76% | 4.92% | 10.91% | 2.57% | 6.86% | 9.21% | 7.21% | 4.65% | 6.01% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 2.26% | 2.64% | 4.14% | 2.41% | 6.48% | 5.38% | 11.57% | 2.91% | 3.93% | 1.90% | 2.80% | 2.30% |
Frequently Asked Questions
With a correlation of 0.93, AFIFX and VITPX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
AFIFX has higher volatility (3.81%) compared to VITPX (3.05%). In terms of maximum drawdown, AFIFX dropped -53.25% vs VITPX's -55.28%.
AFIFX currently has the higher Sharpe Ratio (2.45 vs 2.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for AFIFX and VITPX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer