ANCFX vs. FXAIX
Compare and contrast key facts about American Funds Fundamental Investors Class A (ANCFX) and Fidelity 500 Index Fund (FXAIX).
ANCFX is managed by American Funds. It was launched on Jan 8, 1978. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
ANCFX vs. FXAIX - Performance Comparison
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ANCFX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANCFX American Funds Fundamental Investors Class A | -6.13% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 22.80% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, ANCFX achieves a -6.13% return, which is significantly higher than FXAIX's -7.05% return. Over the past 10 years, ANCFX has underperformed FXAIX with an annualized return of 12.92%, while FXAIX has yielded a comparatively higher 13.75% annualized return.
ANCFX
- 1D
- -0.62%
- 1M
- -9.88%
- YTD
- -6.13%
- 6M
- -2.09%
- 1Y
- 20.46%
- 3Y*
- 19.35%
- 5Y*
- 11.57%
- 10Y*
- 12.92%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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ANCFX vs. FXAIX - Expense Ratio Comparison
ANCFX has a 0.59% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
ANCFX vs. FXAIX — Risk / Return Rank
ANCFX
FXAIX
ANCFX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class A (ANCFX) and Fidelity 500 Index Fund (FXAIX). 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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.84 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.30 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.20 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 1.05 | +0.55 |
Martin ratioReturn relative to average drawdown | 7.19 | 5.13 | +2.07 |
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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.84 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.68 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.77 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.75 | -0.14 |
Correlation
The correlation between ANCFX and FXAIX is 0.97, 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. FXAIX - Dividend Comparison
ANCFX's dividend yield for the trailing twelve months is around 9.11%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANCFX American Funds Fundamental Investors Class A | 9.11% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
ANCFX vs. FXAIX - Drawdown Comparison
The maximum ANCFX drawdown since its inception was -53.29%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for ANCFX and FXAIX.
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Drawdown Indicators
| ANCFX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.29% | -33.79% | -19.50% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -12.13% | +0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -25.07% | -24.50% | -0.57% |
Max Drawdown (10Y)Largest decline over 10 years | -33.93% | -33.79% | -0.14% |
Current DrawdownCurrent decline from peak | -10.66% | -8.89% | -1.77% |
Average DrawdownAverage peak-to-trough decline | -7.34% | -3.83% | -3.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.50% | +0.04% |
Volatility
ANCFX vs. FXAIX - Volatility Comparison
American Funds Fundamental Investors Class A (ANCFX) has a higher volatility of 4.98% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that ANCFX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANCFX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 4.24% | +0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 10.64% | 9.08% | +1.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.94% | 18.13% | -0.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 16.88% | -0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.65% | 18.03% | -0.38% |