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
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Key characteristics
FUNFX:
0.25
SCHX:
0.76
FUNFX:
0.49
SCHX:
1.19
FUNFX:
1.08
SCHX:
1.18
FUNFX:
0.26
SCHX:
0.80
FUNFX:
0.79
SCHX:
3.03
FUNFX:
7.49%
SCHX:
5.01%
FUNFX:
21.86%
SCHX:
19.67%
FUNFX:
-33.92%
SCHX:
-34.33%
FUNFX:
-6.49%
SCHX:
-3.05%
Returns By Period
In the year-to-date period, FUNFX achieves a 4.88% return, which is significantly higher than SCHX's 1.55% return.
FUNFX
4.88%
13.19%
-2.17%
5.48%
11.86%
10.60%
N/A
SCHX
1.55%
12.89%
0.93%
14.85%
18.18%
17.58%
14.11%
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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.
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Dividends
FUNFX vs. SCHX - Dividend Comparison
FUNFX's dividend yield for the trailing twelve months is around 1.39%, more than SCHX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUNFX American Funds Fundamental Investors® Class F-3 | 1.39% | 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 | 1.21% | 1.22% | 1.39% | 1.64% | 1.22% | 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.
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Volatility
FUNFX vs. SCHX - Volatility Comparison
The current volatility for American Funds Fundamental Investors® Class F-3 (FUNFX) is 4.19%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 4.63%. This indicates that FUNFX experiences smaller price fluctuations and is considered to be less risky than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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