FINFX vs. VTSAX
Compare and contrast key facts about American Funds Fundamental Investors® Class F-2 (FINFX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
FINFX is managed by American Funds. It was launched on Aug 1, 1978. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FINFX or VTSAX.
Correlation
The correlation between FINFX and VTSAX 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. VTSAX - Performance Comparison
Key characteristics
FINFX:
1.04
VTSAX:
2.09
FINFX:
1.30
VTSAX:
2.78
FINFX:
1.23
VTSAX:
1.39
FINFX:
1.52
VTSAX:
3.13
FINFX:
7.68
VTSAX:
13.34
FINFX:
2.28%
VTSAX:
2.01%
FINFX:
16.77%
VTSAX:
12.85%
FINFX:
-46.07%
VTSAX:
-55.34%
FINFX:
-10.71%
VTSAX:
-3.10%
Returns By Period
In the year-to-date period, FINFX achieves a 15.24% return, which is significantly lower than VTSAX's 24.80% return. Over the past 10 years, FINFX has underperformed VTSAX with an annualized return of 11.37%, while VTSAX has yielded a comparatively higher 12.51% annualized return.
FINFX
15.24%
-6.84%
-0.02%
16.09%
11.49%
11.37%
VTSAX
24.80%
-0.64%
9.96%
25.16%
14.07%
12.51%
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FINFX vs. VTSAX - Expense Ratio Comparison
FINFX has a 0.39% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
FINFX vs. VTSAX - 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 Total Stock Market Index Fund Admiral Shares (VTSAX). 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. VTSAX - Dividend Comparison
FINFX's dividend yield for the trailing twelve months is around 0.78%, less than VTSAX's 0.93% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | 0.78% | 1.38% | 1.83% | 1.45% | 1.68% | 1.71% | 2.12% | 1.64% | 1.79% | 3.22% | 10.13% | 3.70% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 0.93% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
FINFX vs. VTSAX - Drawdown Comparison
The maximum FINFX drawdown since its inception was -46.07%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for FINFX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
FINFX vs. VTSAX - Volatility Comparison
American Funds Fundamental Investors® Class F-2 (FINFX) has a higher volatility of 11.40% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 4.06%. This indicates that FINFX's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.