AFIFX vs. MUHLX
Compare and contrast key facts about American Funds Fundamental Investors Class F-1 (AFIFX) and Muhlenkamp Fund (MUHLX).
AFIFX is an actively managed fund by American Funds. It was launched on Mar 15, 2001. MUHLX is managed by Muhlenkamp. It was launched on Nov 1, 1988.
Performance
AFIFX vs. MUHLX - Performance Comparison
Loading graphics...
AFIFX vs. MUHLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AFIFX American Funds Fundamental Investors Class F-1 | -3.37% | 24.12% | 22.68% | 25.78% | -16.69% | 22.36% | 14.85% | 27.00% | -8.19% | 22.70% |
MUHLX Muhlenkamp Fund | 9.11% | 17.82% | 3.38% | 13.92% | 2.89% | 28.98% | 11.96% | 14.39% | -13.29% | 18.78% |
Returns By Period
In the year-to-date period, AFIFX achieves a -3.37% return, which is significantly lower than MUHLX's 9.11% return. Over the past 10 years, AFIFX has outperformed MUHLX with an annualized return of 13.18%, while MUHLX has yielded a comparatively lower 10.68% annualized return.
AFIFX
- 1D
- 2.95%
- 1M
- -7.05%
- YTD
- -3.37%
- 6M
- 0.08%
- 1Y
- 23.16%
- 3Y*
- 20.44%
- 5Y*
- 11.84%
- 10Y*
- 13.18%
MUHLX
- 1D
- 2.42%
- 1M
- -5.65%
- YTD
- 9.11%
- 6M
- 10.37%
- 1Y
- 22.96%
- 3Y*
- 14.41%
- 5Y*
- 12.05%
- 10Y*
- 10.68%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AFIFX vs. MUHLX - Expense Ratio Comparison
AFIFX has a 0.64% expense ratio, which is lower than MUHLX's 1.14% expense ratio.
Return for Risk
AFIFX vs. MUHLX — Risk / Return Rank
AFIFX
MUHLX
AFIFX vs. MUHLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class F-1 (AFIFX) and Muhlenkamp Fund (MUHLX). 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.
| AFIFX | MUHLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 1.42 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.97 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.28 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 2.37 | -0.25 |
Martin ratioReturn relative to average drawdown | 9.30 | 8.57 | +0.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AFIFX | MUHLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 1.42 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.82 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.63 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.51 | +0.03 |
Correlation
The correlation between AFIFX and MUHLX is 0.87, 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
AFIFX vs. MUHLX - Dividend Comparison
AFIFX's dividend yield for the trailing twelve months is around 8.79%, more than MUHLX's 3.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFIFX American Funds Fundamental Investors Class F-1 | 8.79% | 8.48% | 8.84% | 5.76% | 4.92% | 10.91% | 2.57% | 6.86% | 9.21% | 7.21% | 4.65% | 6.01% |
MUHLX Muhlenkamp Fund | 3.06% | 3.34% | 0.58% | 0.89% | 6.80% | 7.77% | 10.28% | 1.26% | 14.70% | 4.30% | 0.00% | 11.02% |
Drawdowns
AFIFX vs. MUHLX - Drawdown Comparison
The maximum AFIFX drawdown since its inception was -53.25%, smaller than the maximum MUHLX drawdown of -62.05%. Use the drawdown chart below to compare losses from any high point for AFIFX and MUHLX.
Loading graphics...
Drawdown Indicators
| AFIFX | MUHLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.25% | -62.05% | +8.80% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -10.23% | -1.13% |
Max Drawdown (5Y)Largest decline over 5 years | -25.11% | -18.63% | -6.48% |
Max Drawdown (10Y)Largest decline over 10 years | -33.92% | -40.85% | +6.93% |
Current DrawdownCurrent decline from peak | -8.03% | -5.65% | -2.38% |
Average DrawdownAverage peak-to-trough decline | -7.41% | -10.81% | +3.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.83% | -0.24% |
Volatility
AFIFX vs. MUHLX - Volatility Comparison
American Funds Fundamental Investors Class F-1 (AFIFX) and Muhlenkamp Fund (MUHLX) have volatilities of 6.03% and 6.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AFIFX | MUHLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 6.01% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 11.03% | 12.06% | -1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 16.85% | +1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.72% | 14.77% | +1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.67% | 17.04% | +0.63% |