FINFX vs. FNSTX
Compare and contrast key facts about American Funds Fundamental Investors® Class F-2 (FINFX) and Fidelity Infrastructure Fund (FNSTX).
FINFX is managed by American Funds. It was launched on Aug 1, 1978. FNSTX is managed by Fidelity. It was launched on Nov 5, 2019.
Performance
FINFX vs. FNSTX - Performance Comparison
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FINFX vs. FNSTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | -6.09% | 24.44% | 22.98% | 26.14% | -16.47% | 22.68% | 15.16% | 5.30% |
FNSTX Fidelity Infrastructure Fund | 3.34% | 27.42% | 14.43% | 8.44% | -7.59% | 7.58% | 12.80% | 5.49% |
Returns By Period
In the year-to-date period, FINFX achieves a -6.09% return, which is significantly lower than FNSTX's 3.34% return.
FINFX
- 1D
- -0.64%
- 1M
- -9.88%
- YTD
- -6.09%
- 6M
- -2.00%
- 1Y
- 20.68%
- 3Y*
- 19.59%
- 5Y*
- 11.80%
- 10Y*
- 13.15%
FNSTX
- 1D
- -0.91%
- 1M
- -6.77%
- YTD
- 3.34%
- 6M
- 5.71%
- 1Y
- 24.93%
- 3Y*
- 15.89%
- 5Y*
- 10.09%
- 10Y*
- —
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FINFX vs. FNSTX - Expense Ratio Comparison
FINFX has a 0.39% expense ratio, which is lower than FNSTX's 1.00% expense ratio.
Return for Risk
FINFX vs. FNSTX — Risk / Return Rank
FINFX
FNSTX
FINFX vs. FNSTX - 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 Infrastructure Fund (FNSTX). 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 | FNSTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.61 | -0.44 |
Sortino ratioReturn per unit of downside risk | 1.77 | 2.09 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.30 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 3.08 | -1.46 |
Martin ratioReturn relative to average drawdown | 7.29 | 10.64 | -3.35 |
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 | FNSTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.61 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.68 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.58 | -0.03 |
Correlation
The correlation between FINFX and FNSTX is 0.72, 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
FINFX vs. FNSTX - Dividend Comparison
FINFX's dividend yield for the trailing twelve months is around 9.32%, more than FNSTX's 4.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | 9.32% | 8.73% | 9.11% | 6.01% | 5.21% | 11.19% | 2.81% | 7.11% | 9.54% | 7.46% | 4.91% | 6.29% |
FNSTX Fidelity Infrastructure Fund | 4.03% | 4.16% | 1.59% | 1.85% | 1.35% | 0.63% | 0.80% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FINFX vs. FNSTX - Drawdown Comparison
The maximum FINFX drawdown since its inception was -46.54%, which is greater than FNSTX's maximum drawdown of -35.82%. Use the drawdown chart below to compare losses from any high point for FINFX and FNSTX.
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Drawdown Indicators
| FINFX | FNSTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.54% | -35.82% | -10.72% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -8.43% | -2.93% |
Max Drawdown (5Y)Largest decline over 5 years | -24.95% | -21.97% | -2.98% |
Max Drawdown (10Y)Largest decline over 10 years | -33.91% | — | — |
Current DrawdownCurrent decline from peak | -10.64% | -7.47% | -3.17% |
Average DrawdownAverage peak-to-trough decline | -6.04% | -5.25% | -0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.44% | +0.09% |
Volatility
FINFX vs. FNSTX - Volatility Comparison
The current volatility for American Funds Fundamental Investors® Class F-2 (FINFX) is 4.98%, while Fidelity Infrastructure Fund (FNSTX) has a volatility of 6.52%. This indicates that FINFX experiences smaller price fluctuations and is considered to be less risky than FNSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FINFX | FNSTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 6.52% | -1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 10.65% | 12.38% | -1.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.95% | 16.05% | +1.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 14.92% | +1.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.65% | 18.79% | -1.14% |