ANCFX vs. MOAT
Compare and contrast key facts about American Funds Fundamental Investors Class A (ANCFX) and VanEck Vectors Morningstar Wide Moat ETF (MOAT).
ANCFX is managed by American Funds. It was launched on Jan 8, 1978. MOAT is a passively managed fund by VanEck that tracks the performance of the Morningstar Wide Moat Focus Index. It was launched on Apr 24, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANCFX or MOAT.
Key characteristics
| ANCFX | MOAT | |
|---|---|---|
| YTD Return | 7.84% | -0.49% |
| 1Y Return | 26.46% | 15.57% |
| 3Y Return (Ann) | 7.60% | 6.46% |
| 5Y Return (Ann) | 12.05% | 13.35% |
| 10Y Return (Ann) | 11.68% | 12.49% |
| Sharpe Ratio | 2.21 | 1.16 |
| Daily Std Dev | 12.09% | 13.74% |
| Max Drawdown | -52.56% | -33.31% |
| Current Drawdown | -3.34% | -6.06% |
Correlation
The correlation between ANCFX and MOAT is 0.88, 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. MOAT - Performance Comparison
In the year-to-date period, ANCFX achieves a 7.84% return, which is significantly higher than MOAT's -0.49% return. Over the past 10 years, ANCFX has underperformed MOAT with an annualized return of 11.68%, while MOAT has yielded a comparatively higher 12.49% 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. MOAT - Expense Ratio Comparison
Risk-Adjusted Performance
ANCFX vs. MOAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class A (ANCFX) and VanEck Vectors Morningstar Wide Moat ETF (MOAT). 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. MOAT - Dividend Comparison
ANCFX's dividend yield for the trailing twelve months is around 5.39%, more than MOAT's 0.86% 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% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 0.86% | 0.86% | 1.25% | 1.08% | 1.46% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% | 0.79% |
Drawdowns
ANCFX vs. MOAT - Drawdown Comparison
The maximum ANCFX drawdown since its inception was -52.56%, which is greater than MOAT's maximum drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for ANCFX and MOAT. For additional features, visit the drawdowns tool.
Volatility
ANCFX vs. MOAT - Volatility Comparison
The current volatility for American Funds Fundamental Investors Class A (ANCFX) is 3.70%, while VanEck Vectors Morningstar Wide Moat ETF (MOAT) has a volatility of 4.02%. This indicates that ANCFX experiences smaller price fluctuations and is considered to be less risky than MOAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.