AFMBX vs. ANCFX
Compare and contrast key facts about American Funds American Balanced Fund Class F-3 (AFMBX) and American Funds Fundamental Investors Class A (ANCFX).
AFMBX is managed by American Funds. It was launched on Jul 26, 1975. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
AFMBX vs. ANCFX - Performance Comparison
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AFMBX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AFMBX American Funds American Balanced Fund Class F-3 | -2.79% | 18.82% | 15.36% | 13.89% | -11.83% | 16.12% | 11.17% | 18.96% | -3.07% | 10.06% |
ANCFX American Funds Fundamental Investors Class A | -6.13% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 14.91% |
Returns By Period
In the year-to-date period, AFMBX achieves a -2.79% return, which is significantly higher than ANCFX's -6.13% return.
AFMBX
- 1D
- -0.11%
- 1M
- -6.77%
- YTD
- -2.79%
- 6M
- 1.01%
- 1Y
- 15.69%
- 3Y*
- 13.85%
- 5Y*
- 8.39%
- 10Y*
- —
ANCFX
- 1D
- -0.62%
- 1M
- -9.88%
- YTD
- -6.13%
- 6M
- -2.09%
- 1Y
- 20.46%
- 3Y*
- 19.35%
- 5Y*
- 11.57%
- 10Y*
- 12.92%
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AFMBX vs. ANCFX - Expense Ratio Comparison
AFMBX has a 0.25% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
AFMBX vs. ANCFX — Risk / Return Rank
AFMBX
ANCFX
AFMBX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class F-3 (AFMBX) 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.
| AFMBX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 1.16 | +0.31 |
Sortino ratioReturn per unit of downside risk | 2.14 | 1.75 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.25 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 1.61 | +0.44 |
Martin ratioReturn relative to average drawdown | 8.76 | 7.19 | +1.57 |
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
| AFMBX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 1.16 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.70 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.61 | +0.23 |
Correlation
The correlation between AFMBX and ANCFX 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
AFMBX vs. ANCFX - Dividend Comparison
AFMBX's dividend yield for the trailing twelve months is around 8.86%, less than ANCFX's 9.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMBX American Funds American Balanced Fund Class F-3 | 8.86% | 8.57% | 7.51% | 2.27% | 2.63% | 4.60% | 4.65% | 3.78% | 5.81% | 4.94% | 0.00% | 0.00% |
ANCFX American Funds Fundamental Investors Class A | 9.11% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
AFMBX vs. ANCFX - Drawdown Comparison
The maximum AFMBX drawdown since its inception was -22.34%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for AFMBX and ANCFX.
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Drawdown Indicators
| AFMBX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.34% | -53.29% | +30.95% |
Max Drawdown (1Y)Largest decline over 1 year | -7.34% | -11.35% | +4.01% |
Max Drawdown (5Y)Largest decline over 5 years | -18.58% | -25.07% | +6.49% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.93% | — |
Current DrawdownCurrent decline from peak | -6.98% | -10.66% | +3.68% |
Average DrawdownAverage peak-to-trough decline | -3.25% | -7.34% | +4.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 2.54% | -0.82% |
Volatility
AFMBX vs. ANCFX - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class F-3 (AFMBX) is 3.26%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 4.98%. This indicates that AFMBX experiences smaller price fluctuations and is considered to be less risky 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
| AFMBX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 4.98% | -1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 6.74% | 10.64% | -3.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.10% | 17.94% | -6.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.42% | 16.67% | -6.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.16% | 17.65% | -6.49% |