ANCFX
American Funds Fundamental Investors
1W: -1.2%
1M: -1.0%
3M: -1.4%
YTD: +9.5%
1Y: +14.6%
3Y: +92.0%
5Y: +85.8%
$102.55
+0.84 (+0.83%)
Weekly Expected Move ±1.5%
$99
$100
$102
$103
$105
Similar ETFs
20 peers by holdings overlap (240 holdings)
ABALX
American Balanced Fund A
59.5%
Shared114 holdings
Total166
AUM$284.2B
Price$39.88
AGTHX
American Funds The Growth Fund of America Class A
56.7%
Shared140 holdings
Total298
AUM$362.5B
Price$89.48
AWSHX
Washington Mutual Investors Fund A
54.9%
Shared126 holdings
Total191
AUM$148.7B
Price$66.22
AIVSX
American Funds Invmt Co of Amer A
53.5%
Shared97 holdings
Total162
AUM$179.4B
Price$68.59
ROGSX
Red Oak Technology Select Fund
51.1%
Shared28 holdings
Total28
AUM$843M
Price$65.74
DFEOX
DFA U.S. Core Equity 1 Portfolio
50.7%
Shared663 holdings
Total2,563
AUM$41.8B
Price$55.98
PBAIX
BlackRock Tactical Opportunities Instl
49.0%
Shared403 holdings
Total1,021
AUM$6.0B
Price$18.18
DFQTX
DFA U.S. Core Equity 2 Portfolio
47.6%
Shared663 holdings
Total2,666
AUM$38.8B
Price$49.92
ANWPX
American Funds New Perspective Fund Class A
47.0%
Shared127 holdings
Total269
AUM$169.9B
Price$75.61
ANEFX
American Funds New Economy A
47.0%
Shared83 holdings
Total162
AUM$52.0B
Price$86.75
FFA
First Trust Enhanced Equity Income Fund
46.1%
Shared59 holdings
Total62
AUM$444M
Price$22.21
AMCPX
AMCAP Fund A
44.3%
Shared72 holdings
Total133
AUM$93.0B
Price$45.42
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
43.9%
Shared144 holdings
Total500
AUM$2.1B
Price$21.44
CWGIX
American Funds Capital World Growth and Income Fund Class A
43.2%
Shared110 holdings
Total313
AUM$155.2B
Price$81.40
USSPX
Victory 500 Index Fund Member Shares
42.9%
Shared151 holdings
Total507
AUM$15.3B
Price$92.93
FNILX
Fidelity ZERO Large Cap Index Fund
42.8%
Shared152 holdings
Total502
AUM$19.2B
Price$27.70
GRMAX
Nationwide S&P 500 Index Fund
42.7%
Shared146 holdings
Total502
AUM$1.8B
Price$34.16
PEOPX
BNY Mellon S&P 500 Index Fund
42.7%
Shared145 holdings
Total501
AUM$2.8B
Price$69.49
MYSPX
MainStay S&P 500 Index Fund Investor Class
42.7%
Shared146 holdings
Total502
AUM$2.1B
Price$82.12
SWPPX
Schwab S&P 500 Index Fund- Select Shares
42.7%
Shared145 holdings
Total500
AUM$148.8B
Price$19.95
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANCFX | $181.9B | 230 | 33.4% | 8.1 | 4.9 | 6.7 | 89.0% | 82.5% | 1.70% | +27.1% | +48.9% | 57.7 | 6.4 |
| ABALX | $284.2B | 166 | 18.7% | 7.9 | 4.7 | 6.4 | 86.4% | 81.0% | 1.79% | +26.7% | +48.4% | 58.8 | 6.7 |
| AGTHX | $362.5B | 298 | 35.5% | 9.1 | 4.2 | 5.4 | 62.5% | 59.6% | 0.89% | +29.3% | +41.4% | 57.6 | 6.3 |
| AWSHX | $148.7B | 191 | 28.2% | 15.1 | 4.1 | 3.9 | 30.2% | 25.4% | 1.92% | +23.5% | +33.9% | 55.4 | 6.5 |
| AIVSX | $179.4B | 162 | 41.3% | 11.8 | 3.4 | 3.8 | 33.0% | 32.5% | 1.51% | +19.7% | +45.7% | 57.1 | 6.5 |
| ROGSX | $843M | 28 | 169.7% | 16.8 | 5.4 | 5.5 | 39.0% | 32.7% | 0.76% | +25.7% | +47.0% | 60.3 | 6.3 |
| DFEOX | $41.8B | 2563 | 218.4% | 14.2 | 3.8 | 3.6 | 30.0% | 25.0% | 1.40% | +18.5% | +34.4% | 55.8 | 6.3 |
| PBAIX | $6.0B | 1021 | 95.8% | 14.8 | 2.0 | 1.9 | 14.4% | 12.5% | 1.76% | +22.4% | +39.6% | 55.5 | 6.2 |
| DFQTX | $38.8B | 2666 | 213.8% | 13.2 | 3.5 | 3.4 | 29.8% | 25.5% | 1.42% | +16.9% | +33.7% | 55.6 | 6.3 |
| ANWPX | $169.9B | 269 | 26.7% | 10.6 | 3.5 | 4.1 | 41.3% | 38.8% | 1.63% | +24.1% | +37.7% | 59.5 | 6.3 |
| ANEFX | $52.0B | 162 | 34.9% | 8.1 | 4.9 | 6.8 | 91.2% | 84.4% | 0.96% | +42.4% | +68.3% | 65.5 | 6.6 |