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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FINFX or VOO.
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.
Performance
FINFX vs. VOO - Performance Comparison
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Key characteristics
FINFX:
0.25
VOO:
0.69
FINFX:
0.49
VOO:
1.10
FINFX:
1.08
VOO:
1.16
FINFX:
0.26
VOO:
0.73
FINFX:
0.77
VOO:
2.79
FINFX:
7.51%
VOO:
4.89%
FINFX:
21.85%
VOO:
19.37%
FINFX:
-46.07%
VOO:
-33.99%
FINFX:
-6.53%
VOO:
-3.00%
Returns By Period
In the year-to-date period, FINFX achieves a 4.83% return, which is significantly higher than VOO's 1.48% return. Over the past 10 years, FINFX has underperformed VOO with an annualized return of 6.25%, while VOO has yielded a comparatively higher 12.78% annualized return.
FINFX
4.83%
13.18%
-2.21%
5.37%
11.74%
10.48%
6.25%
VOO
1.48%
12.60%
1.07%
13.35%
16.79%
16.77%
12.78%
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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.
Risk-Adjusted Performance
FINFX vs. VOO — Risk-Adjusted Performance Rank
FINFX
VOO
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.
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Dividends
FINFX vs. VOO - Dividend Comparison
FINFX's dividend yield for the trailing twelve months is around 8.71%, more than VOO's 1.28% 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% |
VOO Vanguard S&P 500 ETF | 1.28% | 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.
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Volatility
FINFX vs. VOO - Volatility Comparison
The current volatility for American Funds Fundamental Investors® Class F-2 (FINFX) is 4.19%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.63%. 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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