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.
Key characteristics
| ANCFX | FSPGX | |
|---|---|---|
| YTD Return | 7.86% | 8.07% |
| 1Y Return | 26.73% | 35.03% |
| 3Y Return (Ann) | 7.61% | 8.71% |
| 5Y Return (Ann) | 12.08% | 17.23% |
| Sharpe Ratio | 2.17 | 2.32 |
| Daily Std Dev | 12.11% | 14.91% |
| Max Drawdown | -52.56% | -32.66% |
| Current Drawdown | -3.33% | -3.57% |
Correlation
The correlation between ANCFX and FSPGX is 0.91, 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. FSPGX - Performance Comparison
The year-to-date returns for both investments are quite close, with ANCFX having a 7.86% return and FSPGX slightly higher at 8.07%. 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 - Expense Ratio Comparison
Risk-Adjusted Performance
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.
Dividends
ANCFX vs. FSPGX - Dividend Comparison
ANCFX's dividend yield for the trailing twelve months is around 5.39%, more than FSPGX's 0.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANCFX American Funds Fundamental Investors Class A | 5.39% | 5.80% | 4.98% | 10.97% | 2.61% | 7.34% | 10.96% | 7.68% | 4.66% | 6.28% | 9.83% | 3.46% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.68% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.47% | 1.22% | 0.29% | 0.00% | 0.00% | 0.00% |
Drawdowns
ANCFX vs. FSPGX - Drawdown Comparison
The maximum ANCFX drawdown since its inception was -52.56%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for ANCFX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
ANCFX vs. FSPGX - Volatility Comparison
The current volatility for American Funds Fundamental Investors Class A (ANCFX) is 3.75%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 4.11%. 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.