AFMFX vs. ANCFX
Compare and contrast key facts about American Funds American Mutual Fund Class F-3 (AFMFX) and American Funds Fundamental Investors Class A (ANCFX).
AFMFX is managed by American Funds. It was launched on Feb 21, 1950. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
AFMFX vs. ANCFX - Performance Comparison
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AFMFX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AFMFX American Funds American Mutual Fund Class F-3 | -3.07% | 16.43% | 15.30% | 9.77% | -4.19% | 23.64% | 5.04% | 21.90% | -1.98% | 11.75% |
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% | 15.01% |
Returns By Period
In the year-to-date period, AFMFX achieves a -3.07% return, which is significantly higher than ANCFX's -6.13% return.
AFMFX
- 1D
- -0.10%
- 1M
- -7.90%
- YTD
- -3.07%
- 6M
- -1.41%
- 1Y
- 10.11%
- 3Y*
- 12.32%
- 5Y*
- 9.41%
- 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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AFMFX vs. ANCFX - Expense Ratio Comparison
AFMFX has a 0.27% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
AFMFX vs. ANCFX — Risk / Return Rank
AFMFX
ANCFX
AFMFX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Mutual Fund Class F-3 (AFMFX) 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.
| AFMFX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.16 | -0.35 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.75 | -0.55 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.61 | -0.65 |
Martin ratioReturn relative to average drawdown | 4.19 | 7.19 | -3.00 |
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
| AFMFX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.16 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.70 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.61 | +0.08 |
Correlation
The correlation between AFMFX and ANCFX is 0.88, 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
AFMFX vs. ANCFX - Dividend Comparison
AFMFX's dividend yield for the trailing twelve months is around 8.15%, less than ANCFX's 9.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMFX American Funds American Mutual Fund Class F-3 | 8.15% | 7.86% | 6.60% | 4.06% | 5.20% | 3.58% | 2.22% | 4.89% | 6.75% | 6.25% | 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
AFMFX vs. ANCFX - Drawdown Comparison
The maximum AFMFX drawdown since its inception was -29.79%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for AFMFX and ANCFX.
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Drawdown Indicators
| AFMFX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.79% | -53.29% | +23.50% |
Max Drawdown (1Y)Largest decline over 1 year | -10.21% | -11.35% | +1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -15.16% | -25.07% | +9.91% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.93% | — |
Current DrawdownCurrent decline from peak | -7.90% | -10.66% | +2.76% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -7.34% | +4.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 2.54% | -0.20% |
Volatility
AFMFX vs. ANCFX - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class F-3 (AFMFX) is 3.36%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 4.98%. This indicates that AFMFX 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
| AFMFX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 4.98% | -1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 7.33% | 10.64% | -3.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.81% | 17.94% | -4.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.47% | 16.67% | -4.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.56% | 17.65% | -3.09% |