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.
Key characteristics
| FINFX | USNQX | |
|---|---|---|
| YTD Return | 23.97% | 24.62% |
| 1Y Return | 33.15% | 29.98% |
| 3Y Return (Ann) | 9.47% | 5.81% |
| 5Y Return (Ann) | 13.98% | 18.07% |
| 10Y Return (Ann) | 12.53% | 16.27% |
| Sharpe Ratio | 2.54 | 1.72 |
| Sortino Ratio | 3.40 | 2.33 |
| Omega Ratio | 1.46 | 1.31 |
| Calmar Ratio | 4.00 | 2.21 |
| Martin Ratio | 17.49 | 8.03 |
| Ulcer Index | 1.91% | 3.74% |
| Daily Std Dev | 13.13% | 17.42% |
| Max Drawdown | -46.07% | -74.36% |
| Current Drawdown | -1.71% | -1.06% |
Correlation
The correlation between FINFX and USNQX is 0.88, 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
The year-to-date returns for both investments are quite close, with FINFX having a 23.97% return and USNQX slightly higher at 24.62%. Over the past 10 years, FINFX has underperformed USNQX with an annualized return of 12.53%, while USNQX has yielded a comparatively higher 16.27% 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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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 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.
Dividends
FINFX vs. USNQX - Dividend Comparison
FINFX's dividend yield for the trailing twelve months is around 1.14%, more than USNQX's 0.46% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | 1.14% | 1.38% | 1.83% | 1.45% | 1.68% | 1.71% | 2.12% | 1.64% | 1.79% | 3.22% | 10.13% | 3.70% |
USNQX USAA Nasdaq 100 Index Fund | 0.46% | 0.58% | 0.28% | 0.24% | 0.37% | 0.55% | 0.65% | 0.46% | 0.50% | 0.62% | 0.21% | 0.28% |
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.
Volatility
FINFX vs. USNQX - Volatility Comparison
The current volatility for American Funds Fundamental Investors® Class F-2 (FINFX) is 3.49%, while USAA Nasdaq 100 Index Fund (USNQX) has a volatility of 4.94%. 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.