AEPGX vs. ANCFX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class A (AEPGX) and American Funds Fundamental Investors Class A (ANCFX).
AEPGX is managed by American Funds. It was launched on Apr 16, 1984. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
AEPGX vs. ANCFX - Performance Comparison
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AEPGX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | -2.93% | 28.88% | 2.63% | 15.65% | -23.06% | -1.64% | 24.80% | 26.94% | -15.21% | 30.74% |
ANCFX American Funds Fundamental Investors Class A | -3.35% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 22.80% |
Returns By Period
In the year-to-date period, AEPGX achieves a -2.93% return, which is significantly higher than ANCFX's -3.35% return. Over the past 10 years, AEPGX has underperformed ANCFX with an annualized return of 7.45%, while ANCFX has yielded a comparatively higher 13.25% annualized return.
AEPGX
- 1D
- 2.75%
- 1M
- -8.20%
- YTD
- -2.93%
- 6M
- 0.77%
- 1Y
- 21.14%
- 3Y*
- 10.59%
- 5Y*
- 2.11%
- 10Y*
- 7.45%
ANCFX
- 1D
- 2.96%
- 1M
- -7.05%
- YTD
- -3.35%
- 6M
- 0.12%
- 1Y
- 23.25%
- 3Y*
- 20.52%
- 5Y*
- 11.90%
- 10Y*
- 13.25%
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AEPGX vs. ANCFX - Expense Ratio Comparison
AEPGX has a 0.80% expense ratio, which is higher than ANCFX's 0.59% expense ratio.
Return for Risk
AEPGX vs. ANCFX — Risk / Return Rank
AEPGX
ANCFX
AEPGX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class A (AEPGX) and American Funds Fundamental Investors Class A (ANCFX). 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.
| AEPGX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.33 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.83 | 2.00 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.28 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 2.13 | -0.49 |
Martin ratioReturn relative to average drawdown | 6.22 | 9.34 | -3.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AEPGX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.33 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.72 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.75 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.62 | -0.11 |
Correlation
The correlation between AEPGX and ANCFX is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AEPGX vs. ANCFX - Dividend Comparison
AEPGX's dividend yield for the trailing twelve months is around 14.10%, more than ANCFX's 8.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 14.10% | 13.69% | 4.56% | 3.57% | 1.72% | 5.15% | 0.17% | 2.79% | 6.33% | 4.66% | 1.24% | 3.05% |
ANCFX American Funds Fundamental Investors Class A | 8.85% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
AEPGX vs. ANCFX - Drawdown Comparison
The maximum AEPGX drawdown since its inception was -53.98%, roughly equal to the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for AEPGX and ANCFX.
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Drawdown Indicators
| AEPGX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.98% | -53.29% | -0.69% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -11.35% | -1.21% |
Max Drawdown (5Y)Largest decline over 5 years | -38.22% | -25.07% | -13.15% |
Max Drawdown (10Y)Largest decline over 10 years | -38.50% | -33.93% | -4.57% |
Current DrawdownCurrent decline from peak | -10.16% | -8.02% | -2.14% |
Average DrawdownAverage peak-to-trough decline | -11.52% | -7.34% | -4.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 2.59% | +0.72% |
Volatility
AEPGX vs. ANCFX - Volatility Comparison
American Funds EuroPacific Growth Fund Class A (AEPGX) has a higher volatility of 7.25% compared to American Funds Fundamental Investors Class A (ANCFX) at 6.04%. This indicates that AEPGX's price experiences larger fluctuations and is considered to be riskier than ANCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AEPGX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 6.04% | +1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 11.03% | +0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 18.13% | -1.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.55% | 16.72% | -0.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 17.67% | -0.85% |