FINFX vs. FLTMX
Compare and contrast key facts about American Funds Fundamental Investors® Class F-2 (FINFX) and Fidelity Intermediate Municipal Income Fund (FLTMX).
FINFX is managed by American Funds. It was launched on Aug 1, 1978. FLTMX is managed by Fidelity. It was launched on Apr 15, 1977.
Performance
FINFX vs. FLTMX - Performance Comparison
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FINFX vs. FLTMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | -3.31% | 24.44% | 22.98% | 26.14% | -16.47% | 22.68% | 15.16% | 27.34% | -7.96% | 23.00% |
FLTMX Fidelity Intermediate Municipal Income Fund | -0.73% | 6.02% | 1.19% | 5.52% | -6.92% | 0.83% | 4.36% | 6.34% | 1.89% | 4.50% |
Returns By Period
In the year-to-date period, FINFX achieves a -3.31% return, which is significantly lower than FLTMX's -0.73% return. Over the past 10 years, FINFX has outperformed FLTMX with an annualized return of 13.48%, while FLTMX has yielded a comparatively lower 2.10% annualized return.
FINFX
- 1D
- 2.96%
- 1M
- -7.03%
- YTD
- -3.31%
- 6M
- 0.22%
- 1Y
- 23.48%
- 3Y*
- 20.76%
- 5Y*
- 12.13%
- 10Y*
- 13.48%
FLTMX
- 1D
- 0.20%
- 1M
- -2.40%
- YTD
- -0.73%
- 6M
- 0.70%
- 1Y
- 4.14%
- 3Y*
- 3.14%
- 5Y*
- 1.17%
- 10Y*
- 2.10%
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FINFX vs. FLTMX - Expense Ratio Comparison
FINFX has a 0.39% expense ratio, which is higher than FLTMX's 0.32% expense ratio.
Return for Risk
FINFX vs. FLTMX — Risk / Return Rank
FINFX
FLTMX
FINFX vs. FLTMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors® Class F-2 (FINFX) and Fidelity Intermediate Municipal Income Fund (FLTMX). 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.
| FINFX | FLTMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 1.22 | +0.12 |
Sortino ratioReturn per unit of downside risk | 2.01 | 1.63 | +0.38 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.35 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.15 | 1.45 | +0.70 |
Martin ratioReturn relative to average drawdown | 9.46 | 5.56 | +3.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FINFX | FLTMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.22 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.39 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.65 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 1.35 | -0.79 |
Correlation
The correlation between FINFX and FLTMX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
FINFX vs. FLTMX - Dividend Comparison
FINFX's dividend yield for the trailing twelve months is around 9.05%, more than FLTMX's 2.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | 9.05% | 8.73% | 9.11% | 6.01% | 5.21% | 11.19% | 2.81% | 7.11% | 9.54% | 7.46% | 4.91% | 6.29% |
FLTMX Fidelity Intermediate Municipal Income Fund | 2.85% | 3.70% | 2.47% | 2.42% | 1.36% | 1.67% | 2.00% | 2.39% | 3.31% | 2.64% | 3.20% | 2.36% |
Drawdowns
FINFX vs. FLTMX - Drawdown Comparison
The maximum FINFX drawdown since its inception was -46.54%, which is greater than FLTMX's maximum drawdown of -16.13%. Use the drawdown chart below to compare losses from any high point for FINFX and FLTMX.
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Drawdown Indicators
| FINFX | FLTMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.54% | -16.13% | -30.41% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -3.56% | -7.80% |
Max Drawdown (5Y)Largest decline over 5 years | -24.95% | -10.91% | -14.04% |
Max Drawdown (10Y)Largest decline over 10 years | -33.91% | -10.91% | -23.00% |
Current DrawdownCurrent decline from peak | -8.00% | -2.68% | -5.32% |
Average DrawdownAverage peak-to-trough decline | -6.04% | -1.64% | -4.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 0.93% | +1.65% |
Volatility
FINFX vs. FLTMX - Volatility Comparison
American Funds Fundamental Investors® Class F-2 (FINFX) has a higher volatility of 6.04% compared to Fidelity Intermediate Municipal Income Fund (FLTMX) at 1.03%. This indicates that FINFX's price experiences larger fluctuations and is considered to be riskier than FLTMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FINFX | FLTMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 1.03% | +5.01% |
Volatility (6M)Calculated over the trailing 6-month period | 11.05% | 1.56% | +9.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.15% | 3.71% | +14.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.72% | 3.02% | +13.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.67% | 3.22% | +14.45% |