FUNFX vs. SCHX
Compare and contrast key facts about American Funds Fundamental Investors® Class F-3 (FUNFX) and Schwab U.S. Large-Cap ETF (SCHX).
FUNFX is managed by American Funds. It was launched on Aug 1, 2008. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUNFX or SCHX.
Correlation
The correlation between FUNFX and SCHX 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
FUNFX vs. SCHX - Performance Comparison
Key characteristics
FUNFX:
0.10
SCHX:
0.60
FUNFX:
0.27
SCHX:
0.95
FUNFX:
1.04
SCHX:
1.14
FUNFX:
0.10
SCHX:
0.61
FUNFX:
0.31
SCHX:
2.49
FUNFX:
7.02%
SCHX:
4.67%
FUNFX:
21.78%
SCHX:
19.48%
FUNFX:
-33.92%
SCHX:
-34.33%
FUNFX:
-13.56%
SCHX:
-10.11%
Returns By Period
In the year-to-date period, FUNFX achieves a -3.06% return, which is significantly higher than SCHX's -5.85% return.
FUNFX
-3.06%
-2.35%
-8.85%
2.76%
9.75%
N/A
SCHX
-5.85%
-3.29%
-4.17%
12.07%
16.90%
13.37%
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FUNFX vs. SCHX - Expense Ratio Comparison
FUNFX has a 0.28% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
FUNFX vs. SCHX — Risk-Adjusted Performance Rank
FUNFX
SCHX
FUNFX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors® Class F-3 (FUNFX) and Schwab U.S. Large-Cap ETF (SCHX). 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
FUNFX vs. SCHX - Dividend Comparison
FUNFX's dividend yield for the trailing twelve months is around 1.50%, more than SCHX's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUNFX American Funds Fundamental Investors® Class F-3 | 1.50% | 1.45% | 1.47% | 1.94% | 1.56% | 1.77% | 1.81% | 2.23% | 1.76% | 0.00% | 0.00% | 0.00% |
SCHX Schwab U.S. Large-Cap ETF | 1.30% | 1.22% | 1.39% | 1.64% | 1.21% | 1.64% | 1.82% | 2.17% | 1.70% | 1.93% | 2.04% | 1.76% |
Drawdowns
FUNFX vs. SCHX - Drawdown Comparison
The maximum FUNFX drawdown since its inception was -33.92%, roughly equal to the maximum SCHX drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for FUNFX and SCHX. For additional features, visit the drawdowns tool.
Volatility
FUNFX vs. SCHX - Volatility Comparison
American Funds Fundamental Investors® Class F-3 (FUNFX) and Schwab U.S. Large-Cap ETF (SCHX) have volatilities of 13.52% and 14.09%, 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.