ANCFX vs. FXIFX
Compare and contrast key facts about American Funds Fundamental Investors Class A (ANCFX) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX).
ANCFX is managed by American Funds. It was launched on Jan 8, 1978. FXIFX is managed by Fidelity. It was launched on Oct 2, 2009.
Performance
ANCFX vs. FXIFX - Performance Comparison
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ANCFX vs. FXIFX - 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% |
FXIFX Fidelity Freedom Index 2030 Fund Investor Class | -2.61% | 15.89% | 9.50% | 15.10% | -16.55% | 10.84% | 14.34% | 22.07% | -5.64% | 18.05% |
Returns By Period
In the year-to-date period, ANCFX achieves a -6.13% return, which is significantly lower than FXIFX's -2.61% return. Over the past 10 years, ANCFX has outperformed FXIFX with an annualized return of 12.92%, while FXIFX has yielded a comparatively lower 8.19% 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%
FXIFX
- 1D
- 0.14%
- 1M
- -6.14%
- YTD
- -2.61%
- 6M
- -0.52%
- 1Y
- 11.87%
- 3Y*
- 10.36%
- 5Y*
- 5.23%
- 10Y*
- 8.19%
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ANCFX vs. FXIFX - Expense Ratio Comparison
ANCFX has a 0.59% expense ratio, which is higher than FXIFX's 0.12% expense ratio.
Return for Risk
ANCFX vs. FXIFX — Risk / Return Rank
ANCFX
FXIFX
ANCFX vs. FXIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class A (ANCFX) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX). 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 | FXIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.20 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.72 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.25 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 1.50 | +0.11 |
Martin ratioReturn relative to average drawdown | 7.19 | 6.72 | +0.47 |
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 | FXIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.20 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.51 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.73 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.70 | -0.08 |
Correlation
The correlation between ANCFX and FXIFX is 0.95, 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. FXIFX - Dividend Comparison
ANCFX's dividend yield for the trailing twelve months is around 9.11%, more than FXIFX's 3.43% 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% |
FXIFX Fidelity Freedom Index 2030 Fund Investor Class | 3.43% | 3.34% | 2.67% | 2.26% | 2.69% | 2.13% | 2.40% | 16.73% | 2.13% | 1.84% | 1.94% | 2.02% |
Drawdowns
ANCFX vs. FXIFX - Drawdown Comparison
The maximum ANCFX drawdown since its inception was -53.29%, which is greater than FXIFX's maximum drawdown of -23.90%. Use the drawdown chart below to compare losses from any high point for ANCFX and FXIFX.
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Drawdown Indicators
| ANCFX | FXIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.29% | -23.90% | -29.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -7.46% | -3.89% |
Max Drawdown (5Y)Largest decline over 5 years | -25.07% | -23.28% | -1.79% |
Max Drawdown (10Y)Largest decline over 10 years | -33.93% | -23.90% | -10.03% |
Current DrawdownCurrent decline from peak | -10.66% | -6.30% | -4.36% |
Average DrawdownAverage peak-to-trough decline | -7.34% | -3.63% | -3.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 1.67% | +0.87% |
Volatility
ANCFX vs. FXIFX - Volatility Comparison
American Funds Fundamental Investors Class A (ANCFX) has a higher volatility of 4.98% compared to Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) at 3.54%. This indicates that ANCFX's price experiences larger fluctuations and is considered to be riskier than FXIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANCFX | FXIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 3.54% | +1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 10.64% | 5.85% | +4.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.94% | 10.09% | +7.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 10.28% | +6.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.65% | 11.21% | +6.44% |