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 | Washington Mutual Investors Fund cheaper | 92% | 0.25% | Capital Research and Management Company |
| 2 | Capital Group U.S. Equity Fund · CUSEX | 55% | 0.43% | Capital Research and Management Company |
| 3 | 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 | 54% | 0.28% | Capital Research and Management Company |
| 4 | American Mutual Fund · AMRMX, RMFAX, RMFBX, RMFCX, RMFEX, RMFFX, AMFCX, AMFFX, CMLAX, CMLCX, CMLEX, CMLFX, AMRFX, RMFGX, RMEBX, RMFHX, AFMFX, TAFMX, TAMFX, FFMMX, FFFMX | 53% | 0.27% | Capital Research and Management Company |
| 5 | Capital Group Conservative Equity ETF · CGCV | 52% | 0.33% | Capital Research and Management Company |
| 6 | 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 | 52% | 0.27% | Capital Research and Management Company |
| 7 | Growth-Income Fund | 50% | 0.28% | Capital Research and Management Company |
| 8 | EQ/Capital Group Research Portfolio diff. adviser | 48% | 0.70% | Equitable Investment Management Group, LLC |
| 9 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 46% | 0.09% | — |
| 10 | Capital Group Core Equity ETF · CGUS | 46% | 0.33% | Capital Research and Management Company |
| 11 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 46% | 0.98% | HORIZON INVESTMENTS LLC. |
| 12 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 45% | 0.15% | BlackRock Fund Advisors |
| 13 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 45% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 14 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX diff. adviser | 45% | 0.36% | Voya Investments, LLC |
| 15 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST cheaper diff. adviser | 45% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 16 | NEOS Boosted S&P 500(R) High Income ETF | 45% | — | — |
| 17 | Fidelity 500 Index Fund · FXAIX cheaper diff. adviser | 45% | 0.01% | Fidelity Management & Research Company LLC |
| 18 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 45% | 0.16% | SSGA Funds Management, Inc. |
| 19 | Stock Index Fund · VSTIX cheaper diff. adviser | 45% | 0.23% | The Variable Annuity Life Insurance Company |
| 20 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 45% | 0.05% | The Vanguard Group, Inc. |
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