Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | EQ/Capital Group Research Portfolio diff. adviser | 65% | 0.70% | Equitable Investment Management Group, LLC |
| 2 | Washington Mutual Investors Fund · AWSHX, RWMAX, RWMBX, RWMCX, RWMEX, RWMFX, WSHCX, WSHFX, CWMAX, CWMCX, CWMEX, CWMFX, WMFFX, RWMGX, RWEBX, RWMHX, FWMIX, TMWMX, TWMMX, FWMMX, FWWMX cheaper | 55% | 0.26% | Capital Research and Management Company |
| 3 | Washington Mutual Investors Fund cheaper | 54% | 0.25% | Capital Research and Management Company |
| 4 | American Funds Fundamental Investors · ANCFX, RFNAX, RFNBX, RFNCX, RFNEX, RFNFX, AFICX, AFIFX, CFNAX, CFNCX, CFNEX, CFNFX, FINFX, RFNGX, RFEBX, RFNHX, FUNFX, TIIIX, TFFFX, FFXFX, FEEFX cheaper | 53% | 0.28% | Capital Research and Management Company |
| 5 | Investment Co of America · AIVSX, RICAX, RICBX, RICCX, RICEX, RICFX, AICCX, AICFX, CICAX, CICCX, CICEX, CICFX, ICAFX, RICGX, RIBEX, RICHX, FFICX, TIACX, TICAX, FCIAX, FAOOX cheaper | 51% | 0.27% | Capital Research and Management Company |
| 6 | Capital Group U.S. Large Growth ETF · CGGG cheaper | 49% | 0.39% | — |
| 7 | Capital Group Core Equity ETF · CGUS cheaper | 48% | 0.33% | Capital Research and Management Company |
| 8 | American Mutual Fund · AMRMX, RMFAX, RMFBX, RMFCX, RMFEX, RMFFX, AMFCX, AMFFX, CMLAX, CMLCX, CMLEX, CMLFX, AMRFX, RMFGX, RMEBX, RMFHX, AFMFX, TAFMX, TAMFX, FFMMX, FFFMX cheaper | 47% | 0.27% | Capital Research and Management Company |
| 9 | Growth-Income Fund cheaper | 47% | 0.28% | Capital Research and Management Company |
| 10 | Capital Group Conservative Equity ETF · CGCV cheaper | 46% | 0.33% | Capital Research and Management Company |
| 11 | Growth Fund of America · AGTHX, RGAAX, RGABX, RGACX, RGAEX, RGAFX, GFACX, GFAFX, CGFAX, CGFCX, CGFEX, CGFFX, GFFFX, RGAGX, RGEBX, RGAHX, GAFFX, TAFFX, TFGAX, FAFGX, FFAFX cheaper | 44% | 0.29% | — |
| 12 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX | 44% | 0.62% | — |
| 13 | American Funds Global Insight Fund · RGLGX, CGVYX, RGLFX, RGLEX, RGLDX, RGLHX, AGVTX, RGLBX, RGLAX, AGVHX, AGVGX, AGVEX, AGVDX, AGVFX, CGVTX, CGVFX, CGVEX, CGVBX, RGLJX, CGVGX, CGVHX | 43% | 0.45% | Capital Research and Management Company |
| 14 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 43% | 1.07% | Lincoln Financial Investments Corporation |
| 15 | Capital Group Growth ETF · CGGR cheaper | 43% | 0.39% | Capital Research and Management Company |
| 16 | SA Large Cap Growth Index Portfolio cheaper diff. adviser | 43% | 0.35% | SunAmerica Asset Management, LLC |
| 17 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX diff. adviser | 43% | 0.72% | New York Life Investment Management LLC |
| 18 | LARGE-CAP GROWTH PROFUND · LGPIX, LGPSX diff. adviser | 43% | 1.70% | ProFund Advisors LLC |
| 19 | SA AB Growth Portfolio diff. adviser | 43% | 0.63% | SunAmerica Asset Management, LLC |
| 20 | Aptus Drawdown Managed Equity ETF · ADME diff. adviser | 42% | 0.79% | Aptus Capital Advisors, LLC |
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