ANCFX vs. AIVSX
Compare and contrast key facts about American Funds Fundamental Investors Class A (ANCFX) and American Funds Investment Company of America Class A (AIVSX).
ANCFX is managed by American Funds. It was launched on Jan 8, 1978. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
ANCFX vs. AIVSX - Performance Comparison
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ANCFX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANCFX American Funds Fundamental Investors Class A | -3.35% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 22.80% |
AIVSX American Funds Investment Company of America Class A | -4.87% | 20.47% | 24.90% | 28.56% | -15.50% | 25.10% | 14.47% | 24.10% | -8.21% | 19.54% |
Returns By Period
In the year-to-date period, ANCFX achieves a -3.35% return, which is significantly higher than AIVSX's -4.87% return. Both investments have delivered pretty close results over the past 10 years, with ANCFX having a 13.25% annualized return and AIVSX not far behind at 12.88%.
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%
AIVSX
- 1D
- 3.05%
- 1M
- -5.90%
- YTD
- -4.87%
- 6M
- -3.21%
- 1Y
- 17.66%
- 3Y*
- 20.05%
- 5Y*
- 12.46%
- 10Y*
- 12.88%
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ANCFX vs. AIVSX - Expense Ratio Comparison
ANCFX has a 0.59% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Return for Risk
ANCFX vs. AIVSX — Risk / Return Rank
ANCFX
AIVSX
ANCFX vs. AIVSX - 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 Investment Company of America Class A (AIVSX). 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 | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 1.04 | +0.29 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.59 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.13 | 1.72 | +0.41 |
Martin ratioReturn relative to average drawdown | 9.34 | 7.16 | +2.19 |
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 | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 1.04 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.78 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.78 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.67 | -0.06 |
Correlation
The correlation between ANCFX and AIVSX is 0.96, 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. AIVSX - Dividend Comparison
ANCFX's dividend yield for the trailing twelve months is around 8.85%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
AIVSX American Funds Investment Company of America Class A | 11.17% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
Drawdowns
ANCFX vs. AIVSX - Drawdown Comparison
The maximum ANCFX drawdown since its inception was -53.29%, roughly equal to the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for ANCFX and AIVSX.
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Drawdown Indicators
| ANCFX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.29% | -50.90% | -2.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -10.76% | -0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -25.07% | -24.31% | -0.76% |
Max Drawdown (10Y)Largest decline over 10 years | -33.93% | -31.09% | -2.84% |
Current DrawdownCurrent decline from peak | -8.02% | -7.34% | -0.68% |
Average DrawdownAverage peak-to-trough decline | -7.34% | -5.93% | -1.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.59% | 0.00% |
Volatility
ANCFX vs. AIVSX - Volatility Comparison
American Funds Fundamental Investors Class A (ANCFX) has a higher volatility of 6.04% compared to American Funds Investment Company of America Class A (AIVSX) at 5.75%. This indicates that ANCFX's price experiences larger fluctuations and is considered to be riskier than AIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANCFX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 5.75% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 11.03% | 9.93% | +1.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.13% | 17.56% | +0.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.72% | 15.96% | +0.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.67% | 16.55% | +1.12% |