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 | |
|---|---|---|
| YTD Return | 12.24% | 5.31% |
| 1Y Return | 31.90% | 51.64% |
| 3Y Return (Ann) | 9.30% | 17.10% |
| 5Y Return (Ann) | 13.60% | 10.43% |
| 10Y Return (Ann) | 12.24% | 9.36% |
| Sharpe Ratio | 2.70 | 1.16 |
| Daily Std Dev | 12.13% | 47.63% |
| Max Drawdown | -46.07% | -66.01% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between FINFX and SP is 0.45, 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
In the year-to-date period, FINFX achieves a 12.24% return, which is significantly higher than SP's 5.31% return. Over the past 10 years, FINFX has outperformed SP with an annualized return of 12.24%, while SP has yielded a comparatively lower 9.36% annualized return. 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 5.37%, 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 | 5.37% | 6.01% | 5.21% | 11.19% | 2.81% | 7.54% | 11.14% | 7.82% | 4.83% | 6.51% | 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
The maximum FINFX drawdown since its inception was -46.07%, smaller than the maximum SP drawdown of -66.01%. Use the drawdown chart below to compare losses from any high point for FINFX and SP. For additional features, visit the drawdowns tool.
Volatility
FINFX vs. SP - Volatility Comparison
The current volatility for American Funds Fundamental Investors® Class F-2 (FINFX) is 3.62%, while SP Plus Corporation (SP) has a volatility of 4.75%. This indicates that FINFX experiences smaller price fluctuations and is considered to be less risky than SP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.