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:
0.88
SCHX:
1.92
FUNFX:
1.13
SCHX:
2.57
FUNFX:
1.19
SCHX:
1.35
FUNFX:
1.33
SCHX:
2.89
FUNFX:
3.81
SCHX:
11.83
FUNFX:
3.86%
SCHX:
2.09%
FUNFX:
16.77%
SCHX:
12.87%
FUNFX:
-33.92%
SCHX:
-34.33%
FUNFX:
-6.15%
SCHX:
-0.41%
Returns By Period
In the year-to-date period, FUNFX achieves a 5.26% return, which is significantly higher than SCHX's 4.31% return.
FUNFX
5.26%
0.50%
3.46%
15.18%
7.69%
N/A
SCHX
4.31%
1.00%
11.05%
25.42%
16.39%
15.70%
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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 1.38%, less than SCHX's 2.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUNFX American Funds Fundamental Investors® Class F-3 | 1.38% | 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 | 2.28% | 2.38% | 2.87% | 2.31% | 3.04% | 4.92% | 2.57% | 2.45% | 3.40% | 2.83% | 4.18% | 4.45% |
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) has a higher volatility of 3.77% compared to Schwab U.S. Large-Cap ETF (SCHX) at 2.90%. This indicates that FUNFX's price experiences larger fluctuations and is considered to be riskier than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.