FUNFX vs. SWTSX
Compare and contrast key facts about American Funds Fundamental Investors® Class F-3 (FUNFX) and Schwab Total Stock Market Index Fund (SWTSX).
FUNFX is managed by American Funds. It was launched on Aug 1, 2008. SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUNFX or SWTSX.
Correlation
The correlation between FUNFX and SWTSX 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
FUNFX vs. SWTSX - Performance Comparison
Key characteristics
FUNFX:
0.90
SWTSX:
1.77
FUNFX:
1.15
SWTSX:
2.40
FUNFX:
1.20
SWTSX:
1.32
FUNFX:
1.35
SWTSX:
2.69
FUNFX:
3.90
SWTSX:
10.68
FUNFX:
3.84%
SWTSX:
2.16%
FUNFX:
16.77%
SWTSX:
13.05%
FUNFX:
-33.92%
SWTSX:
-54.70%
FUNFX:
-5.60%
SWTSX:
0.00%
Returns By Period
In the year-to-date period, FUNFX achieves a 5.86% return, which is significantly higher than SWTSX's 4.65% return.
FUNFX
5.86%
2.47%
3.23%
15.94%
7.83%
N/A
SWTSX
4.65%
2.34%
10.40%
24.60%
13.97%
12.35%
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FUNFX vs. SWTSX - Expense Ratio Comparison
FUNFX has a 0.28% expense ratio, which is higher than SWTSX's 0.03% expense ratio.
Risk-Adjusted Performance
FUNFX vs. SWTSX — Risk-Adjusted Performance Rank
FUNFX
SWTSX
FUNFX vs. SWTSX - 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 Total Stock Market Index Fund (SWTSX). 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. SWTSX - Dividend Comparison
FUNFX's dividend yield for the trailing twelve months is around 1.37%, more than SWTSX's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUNFX American Funds Fundamental Investors® Class F-3 | 1.37% | 1.45% | 1.47% | 1.94% | 1.56% | 1.77% | 1.81% | 2.23% | 1.76% | 0.00% | 0.00% | 0.00% |
SWTSX Schwab Total Stock Market Index Fund | 1.18% | 1.24% | 1.41% | 1.62% | 1.17% | 1.63% | 1.68% | 2.06% | 1.61% | 1.85% | 1.95% | 1.66% |
Drawdowns
FUNFX vs. SWTSX - Drawdown Comparison
The maximum FUNFX drawdown since its inception was -33.92%, smaller than the maximum SWTSX drawdown of -54.70%. Use the drawdown chart below to compare losses from any high point for FUNFX and SWTSX. For additional features, visit the drawdowns tool.
Volatility
FUNFX vs. SWTSX - Volatility Comparison
American Funds Fundamental Investors® Class F-3 (FUNFX) has a higher volatility of 3.95% compared to Schwab Total Stock Market Index Fund (SWTSX) at 3.11%. This indicates that FUNFX's price experiences larger fluctuations and is considered to be riskier than SWTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.