FINFX vs. USNQX
Compare and contrast key facts about American Funds Fundamental Investors® Class F-2 (FINFX) and USAA Nasdaq 100 Index Fund (USNQX).
FINFX is managed by American Funds. It was launched on Aug 1, 1978. USNQX is managed by Victory Capital. It was launched on Oct 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FINFX or USNQX.
Correlation
The correlation between FINFX and USNQX is 0.90, 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. USNQX - Performance Comparison
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Key characteristics
FINFX:
0.25
USNQX:
0.56
FINFX:
0.49
USNQX:
0.93
FINFX:
1.08
USNQX:
1.13
FINFX:
0.26
USNQX:
0.60
FINFX:
0.77
USNQX:
1.97
FINFX:
7.51%
USNQX:
7.03%
FINFX:
21.85%
USNQX:
25.58%
FINFX:
-46.07%
USNQX:
-74.36%
FINFX:
-6.53%
USNQX:
-3.17%
Returns By Period
In the year-to-date period, FINFX achieves a 4.83% return, which is significantly higher than USNQX's 2.21% return. Over the past 10 years, FINFX has underperformed USNQX with an annualized return of 6.25%, while USNQX has yielded a comparatively higher 15.49% annualized return.
FINFX
4.83%
13.18%
-2.21%
5.37%
11.74%
10.48%
6.25%
USNQX
2.21%
17.51%
2.12%
13.34%
19.47%
15.20%
15.49%
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FINFX vs. USNQX - Expense Ratio Comparison
FINFX has a 0.39% expense ratio, which is lower than USNQX's 0.42% expense ratio.
Risk-Adjusted Performance
FINFX vs. USNQX — Risk-Adjusted Performance Rank
FINFX
USNQX
FINFX vs. USNQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors® Class F-2 (FINFX) and USAA Nasdaq 100 Index Fund (USNQX). 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. USNQX - Dividend Comparison
FINFX's dividend yield for the trailing twelve months is around 8.71%, more than USNQX's 0.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | 8.71% | 9.11% | 6.01% | 5.21% | 11.19% | 2.81% | 7.54% | 11.20% | 7.91% | 4.91% | 6.64% | 10.34% |
USNQX USAA Nasdaq 100 Index Fund | 0.39% | 0.40% | 0.58% | 0.28% | 0.24% | 0.37% | 0.55% | 0.65% | 0.46% | 0.50% | 0.62% | 0.21% |
Drawdowns
FINFX vs. USNQX - Drawdown Comparison
The maximum FINFX drawdown since its inception was -46.07%, smaller than the maximum USNQX drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for FINFX and USNQX. For additional features, visit the drawdowns tool.
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Volatility
FINFX vs. USNQX - Volatility Comparison
The current volatility for American Funds Fundamental Investors® Class F-2 (FINFX) is 4.19%, while USAA Nasdaq 100 Index Fund (USNQX) has a volatility of 6.45%. This indicates that FINFX experiences smaller price fluctuations and is considered to be less risky than USNQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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