FINFX vs. SPY
Compare and contrast key facts about American Funds Fundamental Investors® Class F-2 (FINFX) and SPDR S&P 500 ETF (SPY).
FINFX is managed by American Funds. It was launched on Aug 1, 1978. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FINFX or SPY.
Correlation
The correlation between FINFX and SPY 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.
Performance
FINFX vs. SPY - Performance Comparison
Key characteristics
FINFX:
0.32
SPY:
0.70
FINFX:
0.55
SPY:
1.11
FINFX:
1.09
SPY:
1.17
FINFX:
0.31
SPY:
0.75
FINFX:
0.95
SPY:
2.96
FINFX:
7.28%
SPY:
4.74%
FINFX:
21.77%
SPY:
20.05%
FINFX:
-46.07%
SPY:
-55.19%
FINFX:
-10.93%
SPY:
-7.79%
Returns By Period
In the year-to-date period, FINFX achieves a -0.10% return, which is significantly higher than SPY's -3.56% return. Over the past 10 years, FINFX has underperformed SPY with an annualized return of 5.81%, while SPY has yielded a comparatively higher 12.25% annualized return.
FINFX
-0.10%
13.60%
-4.77%
4.97%
10.21%
5.81%
SPY
-3.56%
11.52%
-0.47%
11.62%
16.42%
12.25%
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FINFX vs. SPY - Expense Ratio Comparison
FINFX has a 0.39% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FINFX vs. SPY — Risk-Adjusted Performance Rank
FINFX
SPY
FINFX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors® Class F-2 (FINFX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
FINFX's dividend yield for the trailing twelve months is around 9.14%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | 9.14% | 9.11% | 6.01% | 5.21% | 11.19% | 2.81% | 7.54% | 11.20% | 7.91% | 4.91% | 6.64% | 10.34% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FINFX vs. SPY - Drawdown Comparison
The maximum FINFX drawdown since its inception was -46.07%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FINFX and SPY. For additional features, visit the drawdowns tool.
Volatility
FINFX vs. SPY - Volatility Comparison
The current volatility for American Funds Fundamental Investors® Class F-2 (FINFX) is 12.49%, while SPDR S&P 500 ETF (SPY) has a volatility of 14.12%. This indicates that FINFX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.