AGVHX vs. ANCFX
Compare and contrast key facts about American Funds Global Insight Fund (AGVHX) and American Funds Fundamental Investors Class A (ANCFX).
AGVHX is managed by American Funds. It was launched on Mar 31, 2011. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
AGVHX vs. ANCFX - Performance Comparison
Loading graphics...
AGVHX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AGVHX American Funds Global Insight Fund | -3.56% | 22.87% | 10.44% | 18.56% | -15.20% | 13.88% | 16.00% | 4.16% |
ANCFX American Funds Fundamental Investors Class A | -3.35% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 4.74% |
Returns By Period
In the year-to-date period, AGVHX achieves a -3.56% return, which is significantly lower than ANCFX's -3.35% return.
AGVHX
- 1D
- 2.97%
- 1M
- -6.65%
- YTD
- -3.56%
- 6M
- -1.26%
- 1Y
- 16.95%
- 3Y*
- 13.03%
- 5Y*
- 7.43%
- 10Y*
- —
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AGVHX vs. ANCFX - Expense Ratio Comparison
AGVHX has a 0.47% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
AGVHX vs. ANCFX — Risk / Return Rank
AGVHX
ANCFX
AGVHX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Insight Fund (AGVHX) 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.
| AGVHX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.33 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.68 | 2.00 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.28 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 2.13 | -0.49 |
Martin ratioReturn relative to average drawdown | 6.91 | 9.34 | -2.44 |
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
| AGVHX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.33 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.72 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.62 | -0.05 |
Correlation
The correlation between AGVHX and ANCFX is 0.95, 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
AGVHX vs. ANCFX - Dividend Comparison
AGVHX's dividend yield for the trailing twelve months is around 1.22%, less than ANCFX's 8.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGVHX American Funds Global Insight Fund | 1.22% | 1.18% | 1.27% | 1.53% | 1.48% | 0.86% | 0.79% | 2.88% | 0.00% | 0.00% | 0.00% | 0.00% |
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
AGVHX vs. ANCFX - Drawdown Comparison
The maximum AGVHX drawdown since its inception was -29.73%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for AGVHX and ANCFX.
Loading graphics...
Drawdown Indicators
| AGVHX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.73% | -53.29% | +23.56% |
Max Drawdown (1Y)Largest decline over 1 year | -10.56% | -11.35% | +0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -25.52% | -25.07% | -0.45% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.93% | — |
Current DrawdownCurrent decline from peak | -7.90% | -8.02% | +0.12% |
Average DrawdownAverage peak-to-trough decline | -5.19% | -7.34% | +2.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 2.59% | -0.08% |
Volatility
AGVHX vs. ANCFX - Volatility Comparison
American Funds Global Insight Fund (AGVHX) and American Funds Fundamental Investors Class A (ANCFX) have volatilities of 6.20% and 6.04%, 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
| AGVHX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.20% | 6.04% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 9.98% | 11.03% | -1.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.26% | 18.13% | -2.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 16.72% | -2.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 17.67% | -0.50% |