SOPYX vs. FINFX

Last updated Jun 4, 2026

SOPYX (ClearBridge Dividend Strategy Fund Class I) and FINFX (American Funds Fundamental Investors® Class F-2) are both mutual funds - SOPYX is a Dividend fund actively managed by ClearBridge, while FINFX is a Large Cap Blend Equities fund managed by American Funds. Over the past 10 years, SOPYX returned 12.41%/yr vs 15.13%/yr for FINFX. Their correlation of 0.90 suggests significant overlap in exposure. SOPYX charges 0.73%/yr vs 0.39%/yr for FINFX.

Performance

SOPYX vs. FINFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ClearBridge Dividend Strategy Fund Class I (SOPYX) and American Funds Fundamental Investors® Class F-2 (FINFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SOPYX achieves a 5.89% return, which is significantly lower than FINFX's 15.23% return. Over the past 10 years, SOPYX has underperformed FINFX with an annualized return of 12.41%, while FINFX has yielded a comparatively higher 15.13% annualized return.

SOPYX

• 1D: 0.28%
• 1M: 0.81%
• YTD: 5.89%
• 6M: 6.50%
• 1Y: 15.28%
• 3Y*: 15.14%
• 5Y*: 10.44%
• 10Y*: 12.41%

FINFX

• 1D: 0.01%
• 1M: 5.92%
• YTD: 15.23%
• 6M: 16.26%
• 1Y: 34.80%
• 3Y*: 26.35%
• 5Y*: 15.15%
• 10Y*: 15.13%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SOPYX vs. FINFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SOPYX ClearBridge Dividend Strategy Fund Class I	5.89%	12.56%	17.09%	14.45%	-8.16%	26.71%	7.96%	31.36%	-4.86%	18.84%
FINFX American Funds Fundamental Investors® Class F-2	15.23%	24.44%	22.98%	26.14%	-16.47%	22.68%	15.16%	27.34%	-7.96%	23.00%

Correlation

The correlation between SOPYX and FINFX is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.60
Correlation (3Y) Calculated over the trailing 3-year period	0.74
Correlation (5Y) Calculated over the trailing 5-year period	0.83
Correlation (10Y) Calculated over the trailing 10-year period	0.86
Correlation (All Time) Calculated using the full available price history since Aug 4, 2008	0.90

Over the past year, the correlation between SOPYX and FINFX has dropped to 0.60 - well below their long-term average of 0.90, suggesting their price drivers have been diverging.

Return for Risk

SOPYX vs. FINFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SOPYX

SOPYX Risk / Return Rank: 32
SOPYX Sharpe Ratio Rank: 34
SOPYX Sortino Ratio Rank: 33
SOPYX Omega Ratio Rank: 32
SOPYX Calmar Ratio Rank: 27
SOPYX Martin Ratio Rank: 35

FINFX

FINFX Risk / Return Rank: 75
FINFX Sharpe Ratio Rank: 80
FINFX Sortino Ratio Rank: 70
FINFX Omega Ratio Rank: 70
FINFX Calmar Ratio Rank: 74
FINFX Martin Ratio Rank: 83

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SOPYX vs. FINFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ClearBridge Dividend Strategy Fund Class I (SOPYX) and American Funds Fundamental Investors® Class F-2 (FINFX). 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.

	SOPYX	FINFX	Difference
Sharpe ratio: Return per unit of total volatility	1.68	2.60	-0.92
Sortino ratio: Return per unit of downside risk	2.42	3.49	-1.07
Omega ratio: Gain probability vs. loss probability	1.30	1.47	-0.17
Calmar ratio: Return relative to maximum drawdown	1.94	3.36	-1.42
Martin ratio: Return relative to average drawdown	7.76	15.58	-7.82
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SOPYX vs. FINFX - Sharpe Ratio Comparison

The current SOPYX Sharpe Ratio is 1.68, which is lower than the FINFX Sharpe Ratio of 2.60. The chart below compares the historical Sharpe Ratios of SOPYX and FINFX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SOPYX	FINFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.68	2.60	-0.92
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.74	0.91	-0.17
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.76	0.86	-0.09
Sharpe Ratio (All Time) Calculated using the full available price history	0.84	0.61	+0.23

Drawdowns

SOPYX vs. FINFX - Drawdown Comparison

The maximum SOPYX drawdown since its inception was -46.64%, roughly equal to the maximum FINFX drawdown of -46.54%. Use the drawdown chart below to compare losses from any high point for SOPYX and FINFX.

Drawdown Indicators

	SOPYX	FINFX	Difference
Max Drawdown Largest peak-to-trough decline	-46.64%	-46.54%	-0.10%
Max Drawdown (1Y) Largest decline over 1 year	-8.03%	-10.64%	+2.61%
Max Drawdown (3Y) Largest decline over 3 years	-13.44%	-17.94%	+4.50%
Max Drawdown (5Y) Largest decline over 5 years	-19.10%	-24.95%	+5.85%
Max Drawdown (10Y) Largest decline over 10 years	-34.70%	-33.91%	-0.79%
Current Drawdown Current decline from peak	-0.86%	0.00%	-0.86%
Average Drawdown Average peak-to-trough decline	-5.55%	-5.99%	+0.44%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.00%	2.29%	-0.29%

Volatility

SOPYX vs. FINFX - Volatility Comparison

The current volatility for ClearBridge Dividend Strategy Fund Class I (SOPYX) is 2.23%, while American Funds Fundamental Investors® Class F-2 (FINFX) has a volatility of 3.69%. This indicates that SOPYX experiences smaller price fluctuations and is considered to be less risky than FINFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SOPYX	FINFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.23%	3.69%	-1.46%
Volatility (6M) Calculated over the trailing 6-month period	7.01%	10.83%	-3.82%
Volatility (1Y) Calculated over the trailing 1-year period	9.26%	13.76%	-4.50%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.17%	16.80%	-2.63%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.32%	17.73%	-1.41%

SOPYX vs. FINFX - Expense Ratio Comparison

SOPYX has a 0.73% expense ratio, which is higher than FINFX's 0.39% expense ratio.

Dividends

SOPYX vs. FINFX - Dividend Comparison

SOPYX's dividend yield for the trailing twelve months is around 12.55%, more than FINFX's 7.59% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FINFX American Funds Fundamental Investors® Class F-2	7.59%	8.73%	9.11%	6.01%	5.21%	11.19%	2.81%	7.11%	9.54%	7.46%	4.91%	6.29%
SOPYX ClearBridge Dividend Strategy Fund Class I	12.55%	13.28%	9.41%	9.11%	5.77%	9.87%	1.98%	7.39%	6.74%	6.77%	3.23%	1.82%

Frequently Asked Questions

Can I hold both SOPYX and FINFX in my portfolio?

SOPYX and FINFX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SOPYX or FINFX?

FINFX has higher volatility (3.69%) compared to SOPYX (2.23%). In terms of maximum drawdown, SOPYX dropped -46.64% vs FINFX's -46.54%.

Which has better risk-adjusted returns?

FINFX currently has the higher Sharpe Ratio (2.60 vs 1.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.