RFNBX vs. SSSYX
Compare and contrast key facts about American Funds Fundamental Investors Fund Class R2 (RFNBX) and State Street Equity 500 Index Fund Class K (SSSYX).
RFNBX is an actively managed fund by Capital Group. It was launched on May 21, 2002. SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Performance
RFNBX vs. SSSYX - Performance Comparison
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RFNBX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RFNBX American Funds Fundamental Investors Fund Class R2 | -3.54% | 23.22% | 21.80% | 24.89% | -17.32% | 21.49% | 12.51% | 26.09% | -8.89% | 21.82% |
SSSYX State Street Equity 500 Index Fund Class K | -4.34% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
Returns By Period
In the year-to-date period, RFNBX achieves a -3.54% return, which is significantly higher than SSSYX's -4.34% return. Over the past 10 years, RFNBX has underperformed SSSYX with an annualized return of 12.21%, while SSSYX has yielded a comparatively higher 14.02% annualized return.
RFNBX
- 1D
- 2.94%
- 1M
- -7.11%
- YTD
- -3.54%
- 6M
- -0.28%
- 1Y
- 22.29%
- 3Y*
- 19.58%
- 5Y*
- 11.03%
- 10Y*
- 12.21%
SSSYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.15%
- 1Y
- 17.29%
- 3Y*
- 18.28%
- 5Y*
- 11.75%
- 10Y*
- 14.02%
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RFNBX vs. SSSYX - Expense Ratio Comparison
RFNBX has a 1.36% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
RFNBX vs. SSSYX — Risk / Return Rank
RFNBX
SSSYX
RFNBX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Fund Class R2 (RFNBX) and State Street Equity 500 Index Fund Class K (SSSYX). 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.
| RFNBX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 0.97 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.92 | 1.49 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.04 | 1.52 | +0.52 |
Martin ratioReturn relative to average drawdown | 8.87 | 7.30 | +1.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RFNBX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 0.97 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.70 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.11 | +0.58 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.11 | +0.46 |
Correlation
The correlation between RFNBX and SSSYX 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.
Dividends
RFNBX vs. SSSYX - Dividend Comparison
RFNBX's dividend yield for the trailing twelve months is around 8.18%, more than SSSYX's 1.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFNBX American Funds Fundamental Investors Fund Class R2 | 8.18% | 7.90% | 8.19% | 5.13% | 4.16% | 10.27% | 0.83% | 6.20% | 8.38% | 6.54% | 3.99% | 5.32% |
SSSYX State Street Equity 500 Index Fund Class K | 1.51% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
RFNBX vs. SSSYX - Drawdown Comparison
The maximum RFNBX drawdown since its inception was -53.81%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for RFNBX and SSSYX.
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Drawdown Indicators
| RFNBX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.81% | -91.48% | +37.67% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | -12.10% | +0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -25.53% | -24.49% | -1.04% |
Max Drawdown (10Y)Largest decline over 10 years | -33.96% | -91.48% | +57.52% |
Current DrawdownCurrent decline from peak | -8.15% | -6.22% | -1.93% |
Average DrawdownAverage peak-to-trough decline | -7.29% | -4.20% | -3.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 2.52% | +0.09% |
Volatility
RFNBX vs. SSSYX - Volatility Comparison
American Funds Fundamental Investors Fund Class R2 (RFNBX) has a higher volatility of 6.02% compared to State Street Equity 500 Index Fund Class K (SSSYX) at 5.34%. This indicates that RFNBX's price experiences larger fluctuations and is considered to be riskier than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RFNBX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.02% | 5.34% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 11.03% | 9.53% | +1.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.15% | 18.29% | -0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.73% | 16.89% | -0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.68% | 124.43% | -106.75% |