FINFX vs. SP
Compare and contrast key facts about American Funds Fundamental Investors® Class F-2 (FINFX) and SP Plus Corporation (SP).
FINFX is managed by American Funds. It was launched on Aug 1, 1978.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FINFX or SP.
Key characteristics
| FINFX | SP |
|---|
Correlation
The correlation between FINFX and SP is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FINFX vs. SP - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
FINFX vs. SP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors® Class F-2 (FINFX) and SP Plus Corporation (SP). 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.
Dividends
FINFX vs. SP - Dividend Comparison
FINFX's dividend yield for the trailing twelve months is around 1.14%, while SP has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | 1.14% | 1.38% | 1.83% | 1.45% | 1.68% | 1.71% | 2.12% | 1.64% | 1.79% | 3.22% | 10.13% | 3.70% |
SP SP Plus Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FINFX vs. SP - Drawdown Comparison
Volatility
FINFX vs. SP - Volatility Comparison
American Funds Fundamental Investors® Class F-2 (FINFX) has a higher volatility of 3.49% compared to SP Plus Corporation (SP) at 0.00%. This indicates that FINFX's price experiences larger fluctuations and is considered to be riskier than SP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.