FINFX vs. VOO
Compare and contrast key facts about American Funds Fundamental Investors® Class F-2 (FINFX) and Vanguard S&P 500 ETF (VOO).
FINFX is managed by American Funds. It was launched on Aug 1, 1978. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
FINFX vs. VOO - Performance Comparison
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FINFX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | -6.09% | 24.44% | 22.98% | 26.14% | -16.47% | 22.68% | 15.16% | 27.34% | -7.96% | 23.00% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, FINFX achieves a -6.09% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, FINFX has underperformed VOO with an annualized return of 13.15%, while VOO has yielded a comparatively higher 14.05% annualized return.
FINFX
- 1D
- -0.64%
- 1M
- -9.88%
- YTD
- -6.09%
- 6M
- -2.00%
- 1Y
- 20.68%
- 3Y*
- 19.59%
- 5Y*
- 11.80%
- 10Y*
- 13.15%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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FINFX vs. VOO - Expense Ratio Comparison
FINFX has a 0.39% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
FINFX vs. VOO — Risk / Return Rank
FINFX
VOO
FINFX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors® Class F-2 (FINFX) and Vanguard S&P 500 ETF (VOO). 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.
| FINFX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.98 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.50 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 1.53 | +0.09 |
Martin ratioReturn relative to average drawdown | 7.29 | 7.29 | 0.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FINFX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.98 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.70 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.78 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.83 | -0.28 |
Correlation
The correlation between FINFX and VOO 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.
Dividends
FINFX vs. VOO - Dividend Comparison
FINFX's dividend yield for the trailing twelve months is around 9.32%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | 9.32% | 8.73% | 9.11% | 6.01% | 5.21% | 11.19% | 2.81% | 7.11% | 9.54% | 7.46% | 4.91% | 6.29% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
FINFX vs. VOO - Drawdown Comparison
The maximum FINFX drawdown since its inception was -46.54%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FINFX and VOO.
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Drawdown Indicators
| FINFX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.54% | -33.99% | -12.55% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -11.98% | +0.62% |
Max Drawdown (5Y)Largest decline over 5 years | -24.95% | -24.52% | -0.43% |
Max Drawdown (10Y)Largest decline over 10 years | -33.91% | -33.99% | +0.08% |
Current DrawdownCurrent decline from peak | -10.64% | -6.29% | -4.35% |
Average DrawdownAverage peak-to-trough decline | -6.04% | -3.72% | -2.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.52% | +0.01% |
Volatility
FINFX vs. VOO - Volatility Comparison
The current volatility for American Funds Fundamental Investors® Class F-2 (FINFX) is 4.98%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that FINFX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FINFX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 5.29% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 10.65% | 9.44% | +1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.95% | 18.10% | -0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 16.82% | -0.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.65% | 17.99% | -0.34% |