AMCPX vs. ANCFX
Compare and contrast key facts about American Funds AMCAP Fund Class A (AMCPX) and American Funds Fundamental Investors Class A (ANCFX).
AMCPX is managed by American Funds. It was launched on Jan 5, 1967. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
AMCPX vs. ANCFX - Performance Comparison
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AMCPX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
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% | 22.80% |
Returns By Period
In the year-to-date period, AMCPX achieves a -11.82% return, which is significantly lower than ANCFX's -6.13% return. Over the past 10 years, AMCPX has underperformed ANCFX with an annualized return of 10.59%, while ANCFX has yielded a comparatively higher 12.92% annualized return.
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
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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AMCPX vs. ANCFX - Expense Ratio Comparison
AMCPX has a 0.65% expense ratio, which is higher than ANCFX's 0.59% expense ratio.
Return for Risk
AMCPX vs. ANCFX — Risk / Return Rank
AMCPX
ANCFX
AMCPX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class A (AMCPX) 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.
| AMCPX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 1.16 | -0.59 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.75 | -0.81 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.25 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 1.61 | -1.02 |
Martin ratioReturn relative to average drawdown | 2.42 | 7.19 | -4.78 |
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
| AMCPX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 1.16 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.70 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.73 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.61 | -0.04 |
Correlation
The correlation between AMCPX and ANCFX is 0.91, 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
AMCPX vs. ANCFX - Dividend Comparison
AMCPX's dividend yield for the trailing twelve months is around 9.90%, more than ANCFX's 9.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
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
AMCPX vs. ANCFX - Drawdown Comparison
The maximum AMCPX drawdown since its inception was -62.37%, which is greater than ANCFX's maximum drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for AMCPX and ANCFX.
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Drawdown Indicators
| AMCPX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.37% | -53.29% | -9.08% |
Max Drawdown (1Y)Largest decline over 1 year | -14.18% | -11.35% | -2.83% |
Max Drawdown (5Y)Largest decline over 5 years | -36.90% | -25.07% | -11.83% |
Max Drawdown (10Y)Largest decline over 10 years | -36.90% | -33.93% | -2.97% |
Current DrawdownCurrent decline from peak | -14.18% | -10.66% | -3.52% |
Average DrawdownAverage peak-to-trough decline | -9.60% | -7.34% | -2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 2.54% | +0.93% |
Volatility
AMCPX vs. ANCFX - Volatility Comparison
American Funds AMCAP Fund Class A (AMCPX) has a higher volatility of 5.26% compared to American Funds Fundamental Investors Class A (ANCFX) at 4.98%. This indicates that AMCPX'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.
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Volatility by Period
| AMCPX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 4.98% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 11.06% | 10.64% | +0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.60% | 17.94% | +1.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 16.67% | +2.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.63% | 17.65% | +0.98% |