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 0.97, 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.
Performance
FINFX vs. SPY - Performance Comparison
Key characteristics
FINFX:
0.96
SPY:
2.03
FINFX:
1.22
SPY:
2.71
FINFX:
1.21
SPY:
1.38
FINFX:
1.48
SPY:
3.02
FINFX:
7.88
SPY:
13.49
FINFX:
2.06%
SPY:
1.88%
FINFX:
16.82%
SPY:
12.48%
FINFX:
-46.07%
SPY:
-55.19%
FINFX:
-10.98%
SPY:
-3.54%
Returns By Period
In the year-to-date period, FINFX achieves a 14.90% return, which is significantly lower than SPY's 24.51% return. Over the past 10 years, FINFX has underperformed SPY with an annualized return of 11.56%, while SPY has yielded a comparatively higher 12.94% annualized return.
FINFX
14.90%
-6.47%
-0.97%
15.37%
11.44%
11.56%
SPY
24.51%
-0.32%
7.56%
24.63%
14.51%
12.94%
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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 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 0.78%, less than SPY's 0.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | 0.78% | 1.38% | 1.83% | 1.45% | 1.68% | 1.71% | 2.12% | 1.64% | 1.79% | 3.22% | 10.13% | 3.70% |
SPY SPDR S&P 500 ETF | 0.87% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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
American Funds Fundamental Investors® Class F-2 (FINFX) has a higher volatility of 11.37% compared to SPDR S&P 500 ETF (SPY) at 3.64%. This indicates that FINFX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.