FINFX vs. FSKAX
Compare and contrast key facts about American Funds Fundamental Investors® Class F-2 (FINFX) and Fidelity Total Market Index Fund (FSKAX).
FINFX is managed by American Funds. It was launched on Aug 1, 1978. FSKAX is managed by Fidelity.
Performance
FINFX vs. FSKAX - Performance Comparison
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FINFX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | -6.09% | 24.44% | 22.98% | 26.14% | -16.47% | 22.68% | 15.16% | 27.34% | -7.96% | 23.00% |
FSKAX Fidelity Total Market Index Fund | -6.77% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
In the year-to-date period, FINFX achieves a -6.09% return, which is significantly higher than FSKAX's -6.77% return. Both investments have delivered pretty close results over the past 10 years, with FINFX having a 13.15% annualized return and FSKAX not far ahead at 13.23%.
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%
FSKAX
- 1D
- -0.47%
- 1M
- -7.69%
- YTD
- -6.77%
- 6M
- -4.56%
- 1Y
- 14.73%
- 3Y*
- 16.72%
- 5Y*
- 10.13%
- 10Y*
- 13.23%
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FINFX vs. FSKAX - Expense Ratio Comparison
FINFX has a 0.39% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
FINFX vs. FSKAX — Risk / Return Rank
FINFX
FSKAX
FINFX vs. FSKAX - 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 Total Market Index Fund (FSKAX). 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 | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.83 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.29 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.19 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 1.04 | +0.58 |
Martin ratioReturn relative to average drawdown | 7.29 | 5.05 | +2.24 |
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 | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.83 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.59 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.72 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.78 | -0.22 |
Correlation
The correlation between FINFX and FSKAX is 0.97, 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. FSKAX - Dividend Comparison
FINFX's dividend yield for the trailing twelve months is around 9.32%, more than FSKAX's 1.09% 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% |
FSKAX Fidelity Total Market Index Fund | 1.09% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
FINFX vs. FSKAX - Drawdown Comparison
The maximum FINFX drawdown since its inception was -46.54%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FINFX and FSKAX.
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Drawdown Indicators
| FINFX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.54% | -35.01% | -11.53% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -12.42% | +1.06% |
Max Drawdown (5Y)Largest decline over 5 years | -24.95% | -25.39% | +0.44% |
Max Drawdown (10Y)Largest decline over 10 years | -33.91% | -35.01% | +1.10% |
Current DrawdownCurrent decline from peak | -10.64% | -8.92% | -1.72% |
Average DrawdownAverage peak-to-trough decline | -6.04% | -4.05% | -1.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.57% | -0.04% |
Volatility
FINFX vs. FSKAX - Volatility Comparison
American Funds Fundamental Investors® Class F-2 (FINFX) has a higher volatility of 4.98% compared to Fidelity Total Market Index Fund (FSKAX) at 4.42%. This indicates that FINFX's price experiences larger fluctuations and is considered to be riskier than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FINFX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 4.42% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 10.65% | 9.40% | +1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.95% | 18.50% | -0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 17.38% | -0.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.65% | 18.42% | -0.77% |