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FINFX vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.0
Correlation: 1.0

Performance

FINFX vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Fundamental Investors® Class F-2 (FINFX) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

200.00%300.00%400.00%500.00%600.00%NovemberDecember2025FebruaryMarchApril
248.19%
557.08%
FINFX
VOO

Key characteristics

Sharpe Ratio

FINFX:

0.10

VOO:

0.54

Sortino Ratio

FINFX:

0.27

VOO:

0.88

Omega Ratio

FINFX:

1.04

VOO:

1.13

Calmar Ratio

FINFX:

0.09

VOO:

0.55

Martin Ratio

FINFX:

0.30

VOO:

2.27

Ulcer Index

FINFX:

7.03%

VOO:

4.55%

Daily Std Dev

FINFX:

21.77%

VOO:

19.19%

Max Drawdown

FINFX:

-46.07%

VOO:

-33.99%

Current Drawdown

FINFX:

-13.60%

VOO:

-9.90%

Returns By Period

In the year-to-date period, FINFX achieves a -3.10% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, FINFX has underperformed VOO with an annualized return of 5.50%, while VOO has yielded a comparatively higher 12.07% annualized return.


FINFX

YTD

-3.10%

1M

-2.38%

6M

-8.91%

1Y

2.65%

5Y*

9.63%

10Y*

5.50%

VOO

YTD

-5.74%

1M

-3.16%

6M

-4.28%

1Y

10.88%

5Y*

16.04%

10Y*

12.07%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FINFX vs. VOO - Expense Ratio Comparison

FINFX has a 0.39% expense ratio, which is higher than VOO's 0.03% expense ratio.


Expense ratio chart for FINFX: current value is 0.39%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FINFX: 0.39%
Expense ratio chart for VOO: current value is 0.03%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VOO: 0.03%

Risk-Adjusted Performance

FINFX vs. VOO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FINFX
The Risk-Adjusted Performance Rank of FINFX is 2929
Overall Rank
The Sharpe Ratio Rank of FINFX is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of FINFX is 2929
Sortino Ratio Rank
The Omega Ratio Rank of FINFX is 3030
Omega Ratio Rank
The Calmar Ratio Rank of FINFX is 3030
Calmar Ratio Rank
The Martin Ratio Rank of FINFX is 2828
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 6161
Overall Rank
The Sharpe Ratio Rank of VOO is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 5959
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 6161
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 6464
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FINFX vs. VOO - Risk-Adjusted Performance 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.


The chart of Sharpe ratio for FINFX, currently valued at 0.10, compared to the broader market-1.000.001.002.003.00
FINFX: 0.10
VOO: 0.54
The chart of Sortino ratio for FINFX, currently valued at 0.27, compared to the broader market-2.000.002.004.006.008.00
FINFX: 0.27
VOO: 0.88
The chart of Omega ratio for FINFX, currently valued at 1.04, compared to the broader market0.501.001.502.002.503.00
FINFX: 1.04
VOO: 1.13
The chart of Calmar ratio for FINFX, currently valued at 0.09, compared to the broader market0.002.004.006.008.0010.00
FINFX: 0.09
VOO: 0.55
The chart of Martin ratio for FINFX, currently valued at 0.30, compared to the broader market0.0010.0020.0030.0040.0050.00
FINFX: 0.30
VOO: 2.27

The current FINFX Sharpe Ratio is 0.10, which is lower than the VOO Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of FINFX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
0.10
0.54
FINFX
VOO

Dividends

FINFX vs. VOO - Dividend Comparison

FINFX's dividend yield for the trailing twelve months is around 1.39%, which matches VOO's 1.38% yield.


TTM20242023202220212020201920182017201620152014
FINFX
American Funds Fundamental Investors® Class F-2
1.39%1.35%1.38%1.83%1.45%1.68%1.71%2.12%1.64%1.79%3.27%10.34%
VOO
Vanguard S&P 500 ETF
1.38%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%

Drawdowns

FINFX vs. VOO - Drawdown Comparison

The maximum FINFX drawdown since its inception was -46.07%, 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. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-13.60%
-9.90%
FINFX
VOO

Volatility

FINFX vs. VOO - Volatility Comparison

American Funds Fundamental Investors® Class F-2 (FINFX) and Vanguard S&P 500 ETF (VOO) have volatilities of 13.52% and 13.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.52%
13.96%
FINFX
VOO