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 | Growth-Income Fund | 76% | 0.28% | Capital Research and Management Company |
| 2 | Capital Group Core Equity ETF · CGUS | 67% | 0.33% | Capital Research and Management Company |
| 3 | AMCAP Fund · AMCPX, RAFAX, RAFBX, RAFCX, RAFEX, RAFFX, AMPCX, AMPFX, CAFAX, CAFCX, CAFEX, CAFFX, AMCFX, RAFGX, RAEBX, RAEFX, FMACX, TACMX, TAMCX, FMMMX, FMCMX | 60% | 0.33% | Capital Research and Management Company |
| 4 | 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 | 59% | 0.29% | — |
| 5 | Capital Group Dividend Value ETF · CGDV | 59% | 0.33% | Capital Research and Management Company |
| 6 | 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 | 55% | 0.28% | Capital Research and Management Company |
| 7 | American Mutual Fund · AMRMX, RMFAX, RMFBX, RMFCX, RMFEX, RMFFX, AMFCX, AMFFX, CMLAX, CMLCX, CMLEX, CMLFX, AMRFX, RMFGX, RMEBX, RMFHX, AFMFX, TAFMX, TAMFX, FFMMX, FFFMX | 54% | 0.27% | Capital Research and Management Company |
| 8 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 53% | 0.15% | BlackRock Fund Advisors |
| 9 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX diff. adviser | 52% | 0.36% | Voya Investments, LLC |
| 10 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 52% | 0.05% | The Vanguard Group, Inc. |
| 11 | 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 | 52% | 0.26% | Capital Research and Management Company |
| 12 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX diff. adviser | 51% | 0.48% | DWS Investment Management Americas, Inc. |
| 13 | Capital Group U.S. Equity Fund · CUSEX | 51% | 0.43% | Capital Research and Management Company |
| 14 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 51% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 15 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 51% | 0.02% | Charles Schwab Investment Management, Inc. |
| 16 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 51% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 17 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 51% | 0.00% | Morgan Stanley Investment Management Inc. |
| 18 | iShares ESG Select Screened S&P 500 ETF · XVV cheaper diff. adviser | 51% | 0.08% | BlackRock Fund Advisors |
| 19 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 51% | 0.01% | Fidelity Management & Research Company LLC |
| 20 | VistaShares Target 15 S&P 100 Distribution ETF | 51% | — | — |
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