ANCFX vs. ABALX
Compare and contrast key facts about American Funds Fundamental Investors Class A (ANCFX) and American Funds American Balanced Fund Class A (ABALX).
ANCFX is managed by American Funds. It was launched on Jan 8, 1978. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
ANCFX vs. ABALX - Performance Comparison
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ANCFX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ABALX American Funds American Balanced Fund Class A | -2.86% | 18.45% | 14.63% | 13.65% | -12.13% | 15.75% | 10.85% | 18.60% | -3.35% | 14.69% |
Returns By Period
In the year-to-date period, ANCFX achieves a -6.13% return, which is significantly lower than ABALX's -2.86% return. Over the past 10 years, ANCFX has outperformed ABALX with an annualized return of 12.92%, while ABALX has yielded a comparatively lower 8.98% annualized return.
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%
ABALX
- 1D
- -0.14%
- 1M
- -6.82%
- YTD
- -2.86%
- 6M
- 0.85%
- 1Y
- 15.33%
- 3Y*
- 13.40%
- 5Y*
- 8.00%
- 10Y*
- 8.98%
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ANCFX vs. ABALX - Expense Ratio Comparison
ANCFX has a 0.59% expense ratio, which is higher than ABALX's 0.56% expense ratio.
Return for Risk
ANCFX vs. ABALX — Risk / Return Rank
ANCFX
ABALX
ANCFX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class A (ANCFX) and American Funds American Balanced Fund Class A (ABALX). 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.
| ANCFX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.43 | -0.27 |
Sortino ratioReturn per unit of downside risk | 1.75 | 2.09 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.29 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 2.00 | -0.40 |
Martin ratioReturn relative to average drawdown | 7.19 | 8.51 | -1.32 |
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
| ANCFX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.43 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.77 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.85 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.79 | -0.17 |
Correlation
The correlation between ANCFX and ABALX is 0.93, 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
ANCFX vs. ABALX - Dividend Comparison
ANCFX's dividend yield for the trailing twelve months is around 9.11%, more than ABALX's 8.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ABALX American Funds American Balanced Fund Class A | 8.54% | 8.27% | 6.87% | 2.05% | 2.30% | 4.30% | 4.35% | 3.49% | 5.49% | 4.72% | 4.24% | 5.60% |
Drawdowns
ANCFX vs. ABALX - Drawdown Comparison
The maximum ANCFX drawdown since its inception was -53.29%, which is greater than ABALX's maximum drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for ANCFX and ABALX.
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Drawdown Indicators
| ANCFX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.29% | -40.20% | -13.09% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -7.33% | -4.02% |
Max Drawdown (5Y)Largest decline over 5 years | -25.07% | -18.76% | -6.31% |
Max Drawdown (10Y)Largest decline over 10 years | -33.93% | -22.34% | -11.59% |
Current DrawdownCurrent decline from peak | -10.66% | -7.03% | -3.63% |
Average DrawdownAverage peak-to-trough decline | -7.34% | -3.86% | -3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 1.73% | +0.81% |
Volatility
ANCFX vs. ABALX - Volatility Comparison
American Funds Fundamental Investors Class A (ANCFX) has a higher volatility of 4.98% compared to American Funds American Balanced Fund Class A (ABALX) at 3.26%. This indicates that ANCFX's price experiences larger fluctuations and is considered to be riskier than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANCFX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 3.26% | +1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 10.64% | 6.74% | +3.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.94% | 11.11% | +6.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 10.42% | +6.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.65% | 10.61% | +7.04% |