AIVGX vs. ANCFX
Compare and contrast key facts about American Funds International Vantage Fund (AIVGX) and American Funds Fundamental Investors Class A (ANCFX).
AIVGX 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
AIVGX vs. ANCFX - Performance Comparison
Loading graphics...
AIVGX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AIVGX American Funds International Vantage Fund | -2.62% | 28.36% | 1.36% | 16.30% | -16.86% | 9.48% | 16.37% | 3.80% |
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, AIVGX achieves a -2.62% return, which is significantly higher than ANCFX's -3.35% return.
AIVGX
- 1D
- 3.03%
- 1M
- -6.76%
- YTD
- -2.62%
- 6M
- -0.14%
- 1Y
- 16.11%
- 3Y*
- 9.93%
- 5Y*
- 5.69%
- 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.
AIVGX vs. ANCFX - Expense Ratio Comparison
Both AIVGX and ANCFX have an expense ratio of 0.59%.
Return for Risk
AIVGX vs. ANCFX — Risk / Return Rank
AIVGX
ANCFX
AIVGX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds International Vantage Fund (AIVGX) 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.
| AIVGX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.33 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.41 | 2.00 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.28 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 2.13 | -0.77 |
Martin ratioReturn relative to average drawdown | 5.35 | 9.34 | -4.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AIVGX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.33 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.72 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.62 | -0.14 |
Correlation
The correlation between AIVGX and ANCFX is 0.81, 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
AIVGX vs. ANCFX - Dividend Comparison
AIVGX's dividend yield for the trailing twelve months is around 3.55%, less than ANCFX's 8.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVGX American Funds International Vantage Fund | 3.55% | 3.46% | 1.66% | 1.53% | 1.43% | 2.84% | 2.65% | 5.86% | 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
AIVGX vs. ANCFX - Drawdown Comparison
The maximum AIVGX drawdown since its inception was -31.04%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for AIVGX and ANCFX.
Loading graphics...
Drawdown Indicators
| AIVGX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.04% | -53.29% | +22.25% |
Max Drawdown (1Y)Largest decline over 1 year | -11.58% | -11.35% | -0.23% |
Max Drawdown (5Y)Largest decline over 5 years | -31.04% | -25.07% | -5.97% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.93% | — |
Current DrawdownCurrent decline from peak | -8.71% | -8.02% | -0.69% |
Average DrawdownAverage peak-to-trough decline | -7.10% | -7.34% | +0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 2.59% | +0.35% |
Volatility
AIVGX vs. ANCFX - Volatility Comparison
American Funds International Vantage Fund (AIVGX) has a higher volatility of 7.43% compared to American Funds Fundamental Investors Class A (ANCFX) at 6.04%. This indicates that AIVGX's price experiences larger fluctuations and is considered to be riskier than ANCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AIVGX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.43% | 6.04% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 11.03% | +0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.38% | 18.13% | -1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.35% | 16.72% | -1.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.74% | 17.67% | -0.93% |