ANCFX vs. FSPGX
Compare and contrast key facts about American Funds Fundamental Investors Class A (ANCFX) and Fidelity Large Cap Growth Index Fund (FSPGX).
ANCFX is managed by American Funds. It was launched on Jan 8, 1978. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANCFX or FSPGX.
|5Y Return (Ann)||8.48%||14.09%|
|10Y Return (Ann)||10.96%||16.36%|
|Daily Std Dev||19.87%||24.94%|
The correlation between ANCFX and FSPGX is 0.92, 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.
ANCFX vs. FSPGX - Performance Comparison
In the year-to-date period, ANCFX achieves a 10.20% return, which is significantly lower than FSPGX's 23.82% return. Over the past 10 years, ANCFX has underperformed FSPGX with an annualized return of 10.96%, while FSPGX has yielded a comparatively higher 16.36% 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. FSPGX - Dividend Comparison
ANCFX's dividend yield for the trailing twelve months is around 4.79%, more than FSPGX's 0.69% yield.
|American Funds Fundamental Investors Class A||4.79%||4.99%||11.56%||3.06%||8.88%||14.28%||11.10%||7.26%||10.26%||17.07%||6.64%||3.08%|
|Fidelity Large Cap Growth Index Fund||0.69%||0.86%||2.24%||1.82%||1.09%||1.56%||1.31%||0.32%||0.00%||0.00%||0.00%||0.00%|
ANCFX vs. FSPGX - Expense Ratio Comparison
ANCFX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class A (ANCFX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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.
|Sharpe ratio||Sortino ratio||Omega ratio||Calmar ratio||Ulcer Index|
|American Funds Fundamental Investors Class A||0.28|
|Fidelity Large Cap Growth Index Fund||0.53|
ANCFX vs. FSPGX - Drawdown Comparison
The maximum ANCFX drawdown for the period was -17.98%, higher than the maximum FSPGX drawdown of -31.48%. The drawdown chart below compares losses from any high point along the way for ANCFX and FSPGX
ANCFX vs. FSPGX - Volatility Comparison
The current volatility for American Funds Fundamental Investors Class A (ANCFX) is 3.90%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 4.42%. This indicates that ANCFX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.