ANCFX vs. BKTSX
Compare and contrast key facts about American Funds Fundamental Investors Class A (ANCFX) and iShares Total U.S. Stock Market Index Fund Class K (BKTSX).
ANCFX is managed by American Funds. It was launched on Jan 8, 1978. BKTSX is a passively managed fund by iShares that tracks the performance of the Russell 3000 Index. It was launched on Aug 13, 2015.
Performance
ANCFX vs. BKTSX - Performance Comparison
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ANCFX vs. BKTSX - 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% |
BKTSX iShares Total U.S. Stock Market Index Fund Class K | -3.96% | 17.15% | 23.83% | 26.02% | -19.05% | 25.56% | 20.82% | 31.12% | -5.37% | 21.02% |
Returns By Period
In the year-to-date period, ANCFX achieves a -3.35% return, which is significantly higher than BKTSX's -3.96% return. Both investments have delivered pretty close results over the past 10 years, with ANCFX having a 13.25% annualized return and BKTSX not far ahead at 13.64%.
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%
BKTSX
- 1D
- 2.93%
- 1M
- -5.12%
- YTD
- -3.96%
- 6M
- -1.99%
- 1Y
- 17.59%
- 3Y*
- 17.88%
- 5Y*
- 10.62%
- 10Y*
- 13.64%
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ANCFX vs. BKTSX - Expense Ratio Comparison
ANCFX has a 0.59% expense ratio, which is higher than BKTSX's 0.02% expense ratio.
Return for Risk
ANCFX vs. BKTSX — Risk / Return Rank
ANCFX
BKTSX
ANCFX vs. BKTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class A (ANCFX) and iShares Total U.S. Stock Market Index Fund Class K (BKTSX). 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 | BKTSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.98 | +0.35 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.50 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.13 | 1.50 | +0.63 |
Martin ratioReturn relative to average drawdown | 9.34 | 7.22 | +2.13 |
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 | BKTSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.98 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.61 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.74 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.75 | -0.13 |
Correlation
The correlation between ANCFX and BKTSX 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. BKTSX - Dividend Comparison
ANCFX's dividend yield for the trailing twelve months is around 8.85%, more than BKTSX's 1.18% 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% |
BKTSX iShares Total U.S. Stock Market Index Fund Class K | 1.18% | 1.14% | 1.27% | 1.46% | 1.64% | 1.58% | 1.51% | 2.15% | 2.49% | 2.17% | 1.54% | 0.00% |
Drawdowns
ANCFX vs. BKTSX - Drawdown Comparison
The maximum ANCFX drawdown since its inception was -53.29%, which is greater than BKTSX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for ANCFX and BKTSX.
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Drawdown Indicators
| ANCFX | BKTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.29% | -34.97% | -18.32% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -12.36% | +1.01% |
Max Drawdown (5Y)Largest decline over 5 years | -25.07% | -24.98% | -0.09% |
Max Drawdown (10Y)Largest decline over 10 years | -33.93% | -34.97% | +1.04% |
Current DrawdownCurrent decline from peak | -8.02% | -6.20% | -1.82% |
Average DrawdownAverage peak-to-trough decline | -7.34% | -4.59% | -2.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.58% | +0.01% |
Volatility
ANCFX vs. BKTSX - Volatility Comparison
American Funds Fundamental Investors Class A (ANCFX) has a higher volatility of 6.04% compared to iShares Total U.S. Stock Market Index Fund Class K (BKTSX) at 5.45%. This indicates that ANCFX's price experiences larger fluctuations and is considered to be riskier than BKTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANCFX | BKTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 5.45% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 11.03% | 9.72% | +1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.13% | 18.56% | -0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.72% | 17.38% | -0.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.67% | 18.40% | -0.73% |