ANCFX vs. AMRMX
Compare and contrast key facts about American Funds Fundamental Investors Class A (ANCFX) and American Funds American Mutual Fund Class A (AMRMX).
ANCFX is managed by American Funds. It was launched on Jan 8, 1978. AMRMX is managed by American Funds. It was launched on Feb 21, 1950.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANCFX or AMRMX.
Key characteristics
| ANCFX | AMRMX | |
|---|---|---|
| YTD Return | 24.70% | 18.57% |
| 1Y Return | 34.08% | 26.31% |
| 3Y Return (Ann) | 9.57% | 8.58% |
| 5Y Return (Ann) | 13.92% | 10.76% |
| 10Y Return (Ann) | 12.37% | 9.81% |
| Sharpe Ratio | 2.78 | 3.14 |
| Sortino Ratio | 3.71 | 4.39 |
| Omega Ratio | 1.51 | 1.59 |
| Calmar Ratio | 4.41 | 6.29 |
| Martin Ratio | 19.28 | 22.21 |
| Ulcer Index | 1.91% | 1.27% |
| Daily Std Dev | 13.23% | 9.00% |
| Max Drawdown | -52.56% | -47.60% |
| Current Drawdown | -0.96% | -0.88% |
Correlation
The correlation between ANCFX and AMRMX is 0.89, 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.
Performance
ANCFX vs. AMRMX - Performance Comparison
In the year-to-date period, ANCFX achieves a 24.70% return, which is significantly higher than AMRMX's 18.57% return. Over the past 10 years, ANCFX has outperformed AMRMX with an annualized return of 12.37%, while AMRMX has yielded a comparatively lower 9.81% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ANCFX vs. AMRMX - Expense Ratio Comparison
ANCFX has a 0.59% expense ratio, which is higher than AMRMX's 0.58% expense ratio.
Risk-Adjusted Performance
ANCFX vs. AMRMX - 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 American Mutual Fund Class A (AMRMX). 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.
Dividends
ANCFX vs. AMRMX - Dividend Comparison
ANCFX's dividend yield for the trailing twelve months is around 0.95%, less than AMRMX's 1.83% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANCFX American Funds Fundamental Investors Class A | 0.95% | 1.17% | 1.60% | 1.24% | 1.48% | 1.51% | 1.89% | 1.47% | 1.59% | 2.98% | 9.83% | 3.46% |
AMRMX American Funds American Mutual Fund Class A | 1.83% | 2.12% | 2.00% | 1.64% | 1.92% | 2.02% | 2.25% | 2.00% | 2.09% | 2.24% | 2.00% | 4.49% |
Drawdowns
ANCFX vs. AMRMX - Drawdown Comparison
The maximum ANCFX drawdown since its inception was -52.56%, which is greater than AMRMX's maximum drawdown of -47.60%. Use the drawdown chart below to compare losses from any high point for ANCFX and AMRMX. For additional features, visit the drawdowns tool.
Volatility
ANCFX vs. AMRMX - Volatility Comparison
American Funds Fundamental Investors Class A (ANCFX) has a higher volatility of 3.42% compared to American Funds American Mutual Fund Class A (AMRMX) at 2.72%. This indicates that ANCFX's price experiences larger fluctuations and is considered to be riskier than AMRMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.