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 0.96, 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
Key characteristics
FINFX:
-0.51
VOO:
-0.02
FINFX:
-0.51
VOO:
0.07
FINFX:
0.92
VOO:
1.01
FINFX:
-0.45
VOO:
-0.02
FINFX:
-1.69
VOO:
-0.10
FINFX:
5.77%
VOO:
3.48%
FINFX:
19.22%
VOO:
15.74%
FINFX:
-46.07%
VOO:
-33.99%
FINFX:
-21.59%
VOO:
-17.48%
Returns By Period
In the year-to-date period, FINFX achieves a -12.06% return, which is significantly higher than VOO's -13.67% return. Over the past 10 years, FINFX has underperformed VOO with an annualized return of 4.65%, while VOO has yielded a comparatively higher 11.16% annualized return.
FINFX
-12.06%
-11.43%
-16.79%
-9.57%
8.90%
4.65%
VOO
-13.67%
-12.15%
-10.59%
-1.41%
14.77%
11.16%
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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.
Dividends
FINFX vs. VOO - Dividend Comparison
FINFX's dividend yield for the trailing twelve months is around 1.54%, more than VOO's 1.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | 1.54% | 1.35% | 1.38% | 1.83% | 1.45% | 1.68% | 1.71% | 2.12% | 1.64% | 1.79% | 3.22% | 10.13% |
VOO Vanguard S&P 500 ETF | 1.50% | 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.
Volatility
FINFX vs. VOO - Volatility Comparison
American Funds Fundamental Investors® Class F-2 (FINFX) and Vanguard S&P 500 ETF (VOO) have volatilities of 9.20% and 9.05%, 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.