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
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Key characteristics
FINFX:
0.17
SPY:
0.55
FINFX:
0.40
SPY:
0.94
FINFX:
1.06
SPY:
1.14
FINFX:
0.19
SPY:
0.61
FINFX:
0.57
SPY:
2.35
FINFX:
7.52%
SPY:
4.89%
FINFX:
21.89%
SPY:
20.34%
FINFX:
-46.07%
SPY:
-55.19%
FINFX:
-7.82%
SPY:
-4.62%
Returns By Period
In the year-to-date period, FINFX achieves a 3.38% return, which is significantly higher than SPY's -0.25% return. Over the past 10 years, FINFX has underperformed SPY with an annualized return of 6.10%, while SPY has yielded a comparatively higher 12.52% annualized return.
FINFX
3.38%
13.92%
-3.82%
3.81%
11.22%
10.15%
6.10%
SPY
-0.25%
13.42%
-0.66%
11.09%
16.05%
16.24%
12.52%
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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.
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Dividends
FINFX vs. SPY - Dividend Comparison
FINFX's dividend yield for the trailing twelve months is around 8.84%, more than SPY's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | 8.84% | 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 | 1.23% | 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.
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Volatility
FINFX vs. SPY - Volatility Comparison
The current volatility for American Funds Fundamental Investors® Class F-2 (FINFX) is 4.37%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.79%. 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.
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