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ANCFX vs. AGTHX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between ANCFX and AGTHX 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.


-0.50.00.51.0
Correlation: 0.9

Performance

ANCFX vs. AGTHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Fundamental Investors Class A (ANCFX) and American Funds The Growth Fund of America Class A (AGTHX). The values are adjusted to include any dividend payments, if applicable.

4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%NovemberDecember2025FebruaryMarchApril
4,365.56%
11,110.96%
ANCFX
AGTHX

Key characteristics

Sharpe Ratio

ANCFX:

0.09

AGTHX:

0.49

Sortino Ratio

ANCFX:

0.26

AGTHX:

0.82

Omega Ratio

ANCFX:

1.04

AGTHX:

1.12

Calmar Ratio

ANCFX:

0.08

AGTHX:

0.51

Martin Ratio

ANCFX:

0.27

AGTHX:

1.92

Ulcer Index

ANCFX:

7.05%

AGTHX:

5.71%

Daily Std Dev

ANCFX:

21.76%

AGTHX:

22.63%

Max Drawdown

ANCFX:

-52.37%

AGTHX:

-65.31%

Current Drawdown

ANCFX:

-13.66%

AGTHX:

-11.41%

Returns By Period

In the year-to-date period, ANCFX achieves a -3.16% return, which is significantly higher than AGTHX's -5.51% return. Over the past 10 years, ANCFX has underperformed AGTHX with an annualized return of 5.35%, while AGTHX has yielded a comparatively higher 11.90% annualized return.


ANCFX

YTD

-3.16%

1M

-1.79%

6M

-9.00%

1Y

1.38%

5Y*

9.15%

10Y*

5.35%

AGTHX

YTD

-5.51%

1M

-1.81%

6M

-2.84%

1Y

10.51%

5Y*

13.75%

10Y*

11.90%

*Annualized

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ANCFX vs. AGTHX - Expense Ratio Comparison

ANCFX has a 0.59% expense ratio, which is lower than AGTHX's 0.61% expense ratio.


Expense ratio chart for AGTHX: current value is 0.61%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
AGTHX: 0.61%
Expense ratio chart for ANCFX: current value is 0.59%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
ANCFX: 0.59%

Risk-Adjusted Performance

ANCFX vs. AGTHX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ANCFX
The Risk-Adjusted Performance Rank of ANCFX is 2929
Overall Rank
The Sharpe Ratio Rank of ANCFX is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of ANCFX is 2929
Sortino Ratio Rank
The Omega Ratio Rank of ANCFX is 3030
Omega Ratio Rank
The Calmar Ratio Rank of ANCFX is 3030
Calmar Ratio Rank
The Martin Ratio Rank of ANCFX is 2828
Martin Ratio Rank

AGTHX
The Risk-Adjusted Performance Rank of AGTHX is 5959
Overall Rank
The Sharpe Ratio Rank of AGTHX is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of AGTHX is 5858
Sortino Ratio Rank
The Omega Ratio Rank of AGTHX is 5959
Omega Ratio Rank
The Calmar Ratio Rank of AGTHX is 6565
Calmar Ratio Rank
The Martin Ratio Rank of AGTHX is 5757
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ANCFX vs. AGTHX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class A (ANCFX) and American Funds The Growth Fund of America Class A (AGTHX). 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.


The chart of Sharpe ratio for ANCFX, currently valued at 0.09, compared to the broader market-1.000.001.002.003.00
ANCFX: 0.09
AGTHX: 0.49
The chart of Sortino ratio for ANCFX, currently valued at 0.26, compared to the broader market-2.000.002.004.006.008.00
ANCFX: 0.26
AGTHX: 0.82
The chart of Omega ratio for ANCFX, currently valued at 1.04, compared to the broader market0.501.001.502.002.503.00
ANCFX: 1.04
AGTHX: 1.12
The chart of Calmar ratio for ANCFX, currently valued at 0.08, compared to the broader market0.002.004.006.008.0010.00
ANCFX: 0.08
AGTHX: 0.51
The chart of Martin ratio for ANCFX, currently valued at 0.27, compared to the broader market0.0010.0020.0030.0040.0050.00
ANCFX: 0.27
AGTHX: 1.92

The current ANCFX Sharpe Ratio is 0.09, which is lower than the AGTHX Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of ANCFX and AGTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.09
0.49
ANCFX
AGTHX

Dividends

ANCFX vs. AGTHX - Dividend Comparison

ANCFX's dividend yield for the trailing twelve months is around 1.18%, less than AGTHX's 9.51% yield.


TTM20242023202220212020201920182017201620152014
ANCFX
American Funds Fundamental Investors Class A
1.18%1.14%1.17%1.60%1.24%1.48%1.51%1.89%1.47%1.59%3.01%10.00%
AGTHX
American Funds The Growth Fund of America Class A
9.51%8.99%6.81%0.75%8.18%4.30%7.15%11.99%7.03%6.61%8.87%9.90%

Drawdowns

ANCFX vs. AGTHX - Drawdown Comparison

The maximum ANCFX drawdown since its inception was -52.37%, smaller than the maximum AGTHX drawdown of -65.31%. Use the drawdown chart below to compare losses from any high point for ANCFX and AGTHX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-13.66%
-11.41%
ANCFX
AGTHX

Volatility

ANCFX vs. AGTHX - Volatility Comparison

The current volatility for American Funds Fundamental Investors Class A (ANCFX) is 13.51%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 15.49%. This indicates that ANCFX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
13.51%
15.49%
ANCFX
AGTHX