AFIFX vs. SSSYX
Compare and contrast key facts about American Funds Fundamental Investors Class F-1 (AFIFX) and State Street Equity 500 Index Fund Class K (SSSYX).
AFIFX is an actively managed fund by American Funds. It was launched on Mar 15, 2001. SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Performance
AFIFX vs. SSSYX - Performance Comparison
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AFIFX vs. SSSYX - 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% |
SSSYX State Street Equity 500 Index Fund Class K | -4.34% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
Returns By Period
In the year-to-date period, AFIFX achieves a -3.37% return, which is significantly higher than SSSYX's -4.34% return. Over the past 10 years, AFIFX has underperformed SSSYX with an annualized return of 13.18%, while SSSYX has yielded a comparatively higher 14.02% 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%
SSSYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.15%
- 1Y
- 17.29%
- 3Y*
- 18.28%
- 5Y*
- 11.75%
- 10Y*
- 14.02%
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AFIFX vs. SSSYX - Expense Ratio Comparison
AFIFX has a 0.64% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
AFIFX vs. SSSYX — Risk / Return Rank
AFIFX
SSSYX
AFIFX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class F-1 (AFIFX) and State Street Equity 500 Index Fund Class K (SSSYX). 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 | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.97 | +0.35 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.49 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 1.52 | +0.60 |
Martin ratioReturn relative to average drawdown | 9.30 | 7.30 | +2.00 |
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
| AFIFX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.97 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.70 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.11 | +0.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.11 | +0.44 |
Correlation
The correlation between AFIFX and SSSYX is 0.96, 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. SSSYX - Dividend Comparison
AFIFX's dividend yield for the trailing twelve months is around 8.79%, more than SSSYX's 1.51% 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% |
SSSYX State Street Equity 500 Index Fund Class K | 1.51% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
AFIFX vs. SSSYX - Drawdown Comparison
The maximum AFIFX drawdown since its inception was -53.25%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for AFIFX and SSSYX.
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Drawdown Indicators
| AFIFX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.25% | -91.48% | +38.23% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -12.10% | +0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -25.11% | -24.49% | -0.62% |
Max Drawdown (10Y)Largest decline over 10 years | -33.92% | -91.48% | +57.56% |
Current DrawdownCurrent decline from peak | -8.03% | -6.22% | -1.81% |
Average DrawdownAverage peak-to-trough decline | -7.41% | -4.20% | -3.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.52% | +0.07% |
Volatility
AFIFX vs. SSSYX - Volatility Comparison
American Funds Fundamental Investors Class F-1 (AFIFX) has a higher volatility of 6.03% compared to State Street Equity 500 Index Fund Class K (SSSYX) at 5.34%. This indicates that AFIFX's price experiences larger fluctuations and is considered to be riskier than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AFIFX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 5.34% | +0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 11.03% | 9.53% | +1.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 18.29% | -0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.72% | 16.89% | -0.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.67% | 124.43% | -106.76% |