FINFX vs. RGAGX
Compare and contrast key facts about American Funds Fundamental Investors® Class F-2 (FINFX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
FINFX is managed by American Funds. It was launched on Aug 1, 1978. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
FINFX vs. RGAGX - Performance Comparison
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FINFX vs. RGAGX - 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | -11.15% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, FINFX achieves a -6.09% return, which is significantly higher than RGAGX's -11.15% return. Over the past 10 years, FINFX has underperformed RGAGX with an annualized return of 13.15%, while RGAGX has yielded a comparatively higher 14.34% annualized 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%
RGAGX
- 1D
- -0.47%
- 1M
- -9.63%
- YTD
- -11.15%
- 6M
- -9.74%
- 1Y
- 13.94%
- 3Y*
- 19.23%
- 5Y*
- 8.87%
- 10Y*
- 14.34%
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FINFX vs. RGAGX - Expense Ratio Comparison
FINFX has a 0.39% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Return for Risk
FINFX vs. RGAGX — Risk / Return Rank
FINFX
RGAGX
FINFX vs. RGAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors® Class F-2 (FINFX) and American Funds The Growth Fund of America Class R-6 (RGAGX). 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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.66 | +0.50 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.09 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.16 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 0.79 | +0.84 |
Martin ratioReturn relative to average drawdown | 7.29 | 3.04 | +4.25 |
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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.66 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.44 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.73 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.79 | -0.23 |
Correlation
The correlation between FINFX and RGAGX is 0.96, 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. RGAGX - Dividend Comparison
FINFX's dividend yield for the trailing twelve months is around 9.32%, less than RGAGX's 12.37% 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | 12.37% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
FINFX vs. RGAGX - Drawdown Comparison
The maximum FINFX drawdown since its inception was -46.54%, which is greater than RGAGX's maximum drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for FINFX and RGAGX.
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Drawdown Indicators
| FINFX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.54% | -36.19% | -10.35% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -13.71% | +2.35% |
Max Drawdown (5Y)Largest decline over 5 years | -24.95% | -36.19% | +11.24% |
Max Drawdown (10Y)Largest decline over 10 years | -33.91% | -36.19% | +2.28% |
Current DrawdownCurrent decline from peak | -10.64% | -13.71% | +3.07% |
Average DrawdownAverage peak-to-trough decline | -6.04% | -5.53% | -0.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 3.55% | -1.02% |
Volatility
FINFX vs. RGAGX - Volatility Comparison
The current volatility for American Funds Fundamental Investors® Class F-2 (FINFX) is 4.98%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 5.45%. This indicates that FINFX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FINFX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 5.45% | -0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 10.65% | 11.60% | -0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.95% | 20.75% | -2.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 20.17% | -3.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.65% | 19.61% | -1.96% |