AMPCX vs. ANCFX
Compare and contrast key facts about American Funds AMCAP Fund Class C (AMPCX) and American Funds Fundamental Investors Class A (ANCFX).
AMPCX is managed by American Funds. It was launched on May 1, 1967. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
AMPCX vs. ANCFX - Performance Comparison
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AMPCX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | -11.98% | 16.78% | 20.17% | 30.08% | -29.17% | 22.77% | 20.52% | 25.37% | -5.50% | 21.11% |
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, AMPCX achieves a -11.98% return, which is significantly lower than ANCFX's -6.13% return. Over the past 10 years, AMPCX has underperformed ANCFX with an annualized return of 10.00%, while ANCFX has yielded a comparatively higher 12.92% annualized return.
AMPCX
- 1D
- -0.38%
- 1M
- -10.18%
- YTD
- -11.98%
- 6M
- -9.70%
- 1Y
- 10.20%
- 3Y*
- 13.51%
- 5Y*
- 5.97%
- 10Y*
- 10.00%
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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AMPCX vs. ANCFX - Expense Ratio Comparison
AMPCX has a 1.40% expense ratio, which is higher than ANCFX's 0.59% expense ratio.
Return for Risk
AMPCX vs. ANCFX — Risk / Return Rank
AMPCX
ANCFX
AMPCX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class C (AMPCX) 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.
| AMPCX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 1.16 | -0.64 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.75 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.25 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 1.61 | -1.08 |
Martin ratioReturn relative to average drawdown | 2.15 | 7.19 | -5.05 |
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
| AMPCX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 1.16 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.70 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.73 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.61 | -0.21 |
Correlation
The correlation between AMPCX and ANCFX is 0.94, 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
AMPCX vs. ANCFX - Dividend Comparison
AMPCX's dividend yield for the trailing twelve months is around 12.90%, more than ANCFX's 9.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | 12.90% | 11.35% | 9.83% | 3.32% | 9.21% | 7.09% | 4.32% | 5.06% | 8.25% | 5.61% | 3.77% | 9.83% |
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
AMPCX vs. ANCFX - Drawdown Comparison
The maximum AMPCX drawdown since its inception was -53.38%, roughly equal to the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for AMPCX and ANCFX.
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Drawdown Indicators
| AMPCX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.38% | -53.29% | -0.09% |
Max Drawdown (1Y)Largest decline over 1 year | -14.33% | -11.35% | -2.98% |
Max Drawdown (5Y)Largest decline over 5 years | -35.67% | -25.07% | -10.60% |
Max Drawdown (10Y)Largest decline over 10 years | -35.67% | -33.93% | -1.74% |
Current DrawdownCurrent decline from peak | -14.33% | -10.66% | -3.67% |
Average DrawdownAverage peak-to-trough decline | -9.27% | -7.34% | -1.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 2.54% | +0.97% |
Volatility
AMPCX vs. ANCFX - Volatility Comparison
American Funds AMCAP Fund Class C (AMPCX) has a higher volatility of 5.25% compared to American Funds Fundamental Investors Class A (ANCFX) at 4.98%. This indicates that AMPCX'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
| AMPCX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 4.98% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 11.05% | 10.64% | +0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.62% | 17.94% | +1.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.13% | 16.67% | +2.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.65% | 17.65% | +1.00% |