EOD vs. FINFX
EOD (Wells Fargo Advantage Funds - Allspring Global Dividend Opportunity Fund) and FINFX (American Funds Fundamental Investors® Class F-2) are both mutual funds - EOD is a Dividend fund managed by Wells Fargo, while FINFX is a Large Cap Blend Equities fund managed by American Funds. Over the past 10 years, EOD returned 11.79%/yr vs 15.13%/yr for FINFX. A 0.63 correlation means they provide meaningful diversification when combined. EOD charges 0.02%/yr vs 0.39%/yr for FINFX.
Performance
EOD vs. FINFX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EOD achieves a 17.52% return, which is significantly higher than FINFX's 15.23% return. Over the past 10 years, EOD has underperformed FINFX with an annualized return of 11.79%, while FINFX has yielded a comparatively higher 15.13% annualized return.
EOD
- 1D
- -0.30%
- 1M
- 5.02%
- YTD
- 17.52%
- 6M
- 19.34%
- 1Y
- 38.38%
- 3Y*
- 28.51%
- 5Y*
- 13.19%
- 10Y*
- 11.79%
FINFX
- 1D
- 0.01%
- 1M
- 5.92%
- YTD
- 15.23%
- 6M
- 16.26%
- 1Y
- 34.80%
- 3Y*
- 26.35%
- 5Y*
- 15.15%
- 10Y*
- 15.13%
EOD vs. FINFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EOD Wells Fargo Advantage Funds - Allspring Global Dividend Opportunity Fund | 17.52% | 28.76% | 25.83% | 9.78% | -17.65% | 32.87% | -3.16% | 35.96% | -12.05% | 20.46% |
FINFX American Funds Fundamental Investors® Class F-2 | 15.23% | 24.44% | 22.98% | 26.14% | -16.47% | 22.68% | 15.16% | 27.34% | -7.96% | 23.00% |
Correlation
The correlation between EOD and FINFX is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.74 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Aug 4, 2008 | 0.63 |
The correlation between EOD and FINFX shifts across timeframes, from 0.63 (all time) to 0.74 (5 years), reflecting how their relationship changes across market environments.
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
EOD vs. FINFX — Risk / Return Rank
EOD
FINFX
EOD vs. FINFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wells Fargo Advantage Funds - Allspring Global Dividend Opportunity Fund (EOD) and American Funds Fundamental Investors® Class F-2 (FINFX). 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.
| EOD | FINFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.47 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.01 | 3.36 | +0.64 |
| Martin ratioReturn relative to average drawdown | 21.65 | 15.58 | +6.06 |
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
| EOD | FINFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.59 | 2.60 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.91 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.86 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.61 | -0.38 |
Drawdowns
EOD vs. FINFX - Drawdown Comparison
The maximum EOD drawdown since its inception was -57.02%, which is greater than FINFX's maximum drawdown of -46.54%. Use the drawdown chart below to compare losses from any high point for EOD and FINFX.
Loading charts...
Drawdown Indicators
| EOD | FINFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.02% | -46.54% | -10.48% |
Max Drawdown (1Y)Largest decline over 1 year | -9.63% | -10.64% | +1.01% |
Max Drawdown (3Y)Largest decline over 3 years | -15.00% | -17.94% | +2.94% |
Max Drawdown (5Y)Largest decline over 5 years | -25.61% | -24.95% | -0.66% |
Max Drawdown (10Y)Largest decline over 10 years | -47.08% | -33.91% | -13.17% |
Current DrawdownCurrent decline from peak | -0.30% | 0.00% | -0.30% |
Average DrawdownAverage peak-to-trough decline | -13.21% | -5.99% | -7.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 2.29% | -0.51% |
Volatility
EOD vs. FINFX - Volatility Comparison
Wells Fargo Advantage Funds - Allspring Global Dividend Opportunity Fund (EOD) has a higher volatility of 4.07% compared to American Funds Fundamental Investors® Class F-2 (FINFX) at 3.69%. This indicates that EOD's price experiences larger fluctuations and is considered to be riskier than FINFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EOD | FINFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 3.69% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 12.04% | 10.83% | +1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.92% | 13.76% | +1.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 16.80% | +0.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.10% | 17.73% | +1.37% |
EOD vs. FINFX - Expense Ratio Comparison
EOD has a 0.02% expense ratio, which is lower than FINFX's 0.39% expense ratio.
Dividends
EOD vs. FINFX - Dividend Comparison
EOD's dividend yield for the trailing twelve months is around 7.78%, more than FINFX's 7.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EOD Wells Fargo Advantage Funds - Allspring Global Dividend Opportunity Fund | 7.78% | 8.73% | 9.16% | 9.98% | 11.80% | 8.76% | 11.41% | 10.36% | 13.84% | 10.56% | 9.91% | 12.16% |
FINFX American Funds Fundamental Investors® Class F-2 | 7.59% | 8.73% | 9.11% | 6.01% | 5.21% | 11.19% | 2.81% | 7.11% | 9.54% | 7.46% | 4.91% | 6.29% |
Frequently Asked Questions
EOD and FINFX have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EOD has higher volatility (4.07%) compared to FINFX (3.69%). In terms of maximum drawdown, EOD dropped -57.02% vs FINFX's -46.54%.
FINFX currently has the higher Sharpe Ratio (2.60 vs 2.59), 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 EOD and FINFX
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