AFIFX vs. WBREOX

Last updated Apr 1, 2026

Compare and contrast key facts about American Funds Fundamental Investors Class F-1 (AFIFX) and CIT: BlackRock Equity Index Fund Class 1 (WBREOX).

AFIFX is an actively managed fund by American Funds. It was launched on Mar 15, 2001. WBREOX is a passively managed fund by BlackRock that tracks the performance of the S&P 500. It was launched on Jul 24, 2017.

Performance

AFIFX vs. WBREOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Fundamental Investors Class F-1 (AFIFX) and CIT: BlackRock Equity Index Fund Class 1 (WBREOX). The values are adjusted to include any dividend payments, if applicable.

AFIFX vs. WBREOX - Yearly Performance Comparison

	2026 (YTD)	2025
AFIFX American Funds Fundamental Investors Class F-1	-6.14%	22.28%
WBREOX CIT: BlackRock Equity Index Fund Class 1	-7.06%	16.64%

Returns By Period

In the year-to-date period, AFIFX achieves a -6.14% return, which is significantly higher than WBREOX's -7.06% return.

AFIFX

• 1D: -0.62%
• 1M: -9.89%
• YTD: -6.14%
• 6M: -2.12%
• 1Y: 20.38%
• 3Y*: 19.28%
• 5Y*: 11.51%
• 10Y*: 12.86%

WBREOX

• 1D: -0.39%
• 1M: -7.68%
• YTD: -7.06%
• 6M: -4.59%
• 1Y: 14.44%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AFIFX vs. WBREOX - Expense Ratio Comparison

AFIFX has a 0.64% expense ratio, which is higher than WBREOX's 0.02% expense ratio.

AFIFX

American Funds Fundamental Investors Class F-1

WBREOX

CIT: BlackRock Equity Index Fund Class 1

Return for Risk

AFIFX vs. WBREOX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AFIFX

AFIFX Risk / Return Rank: 67
AFIFX Sharpe Ratio Rank: 63
AFIFX Sortino Ratio Rank: 68
AFIFX Omega Ratio Rank: 63
AFIFX Calmar Ratio Rank: 68
AFIFX Martin Ratio Rank: 75

WBREOX

WBREOX Risk / Return Rank: 28
WBREOX Sharpe Ratio Rank: 33
WBREOX Sortino Ratio Rank: 41
WBREOX Omega Ratio Rank: 40
WBREOX Calmar Ratio Rank: 12
WBREOX Martin Ratio Rank: 13

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AFIFX vs. WBREOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class F-1 (AFIFX) and CIT: BlackRock Equity Index Fund Class 1 (WBREOX). 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	WBREOX	Difference
Sharpe ratio Return per unit of total volatility	1.15	0.78	+0.37
Sortino ratio Return per unit of downside risk	1.74	1.31	+0.44
Omega ratio Gain probability vs. loss probability	1.25	1.19	+0.06
Calmar ratio Return relative to maximum drawdown	1.60	0.30	+1.29
Martin ratio Return relative to average drawdown	7.16	1.17	+5.99
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AFIFX vs. WBREOX - Sharpe Ratio Comparison

The current AFIFX Sharpe Ratio is 1.15, which is higher than the WBREOX Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of AFIFX and WBREOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AFIFX	WBREOX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.15	0.78	+0.37
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.69	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.73	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.54	0.40	+0.14

Correlation

The correlation between AFIFX and WBREOX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

AFIFX vs. WBREOX - Dividend Comparison

AFIFX's dividend yield for the trailing twelve months is around 9.05%, while WBREOX has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AFIFX American Funds Fundamental Investors Class F-1	9.05%	8.48%	8.84%	5.76%	4.92%	10.91%	2.57%	6.86%	9.21%	7.21%	4.65%	6.01%
WBREOX CIT: BlackRock Equity Index Fund Class 1	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

AFIFX vs. WBREOX - Drawdown Comparison

The maximum AFIFX drawdown since its inception was -53.25%, which is greater than WBREOX's maximum drawdown of -19.07%. Use the drawdown chart below to compare losses from any high point for AFIFX and WBREOX.

Drawdown Indicators

	AFIFX	WBREOX	Difference
Max Drawdown Largest peak-to-trough decline	-53.25%	-19.07%	-34.18%
Max Drawdown (1Y) Largest decline over 1 year	-11.36%	-12.12%	+0.76%
Max Drawdown (5Y) Largest decline over 5 years	-25.11%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-33.92%	—	—
Current Drawdown Current decline from peak	-10.67%	-8.89%	-1.78%
Average Drawdown Average peak-to-trough decline	-7.41%	-2.86%	-4.55%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.54%	4.97%	-2.43%

Volatility

AFIFX vs. WBREOX - Volatility Comparison

American Funds Fundamental Investors Class F-1 (AFIFX) has a higher volatility of 4.98% compared to CIT: BlackRock Equity Index Fund Class 1 (WBREOX) at 4.24%. This indicates that AFIFX's price experiences larger fluctuations and is considered to be riskier than WBREOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AFIFX	WBREOX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.98%	4.24%	+0.74%
Volatility (6M) Calculated over the trailing 6-month period	10.64%	9.22%	+1.42%
Volatility (1Y) Calculated over the trailing 1-year period	17.95%	19.88%	-1.93%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.67%	19.36%	-2.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.65%	19.36%	-1.71%