ANCFX vs. MXVIX
Compare and contrast key facts about American Funds Fundamental Investors Class A (ANCFX) and Great-West S&P 500 Index Fund (MXVIX).
ANCFX is managed by American Funds. It was launched on Jan 8, 1978. MXVIX is managed by Great-West. It was launched on Sep 8, 2003.
Performance
ANCFX vs. MXVIX - Performance Comparison
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ANCFX vs. MXVIX - 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% |
MXVIX Great-West S&P 500 Index Fund | -7.14% | 17.30% | 24.31% | 25.57% | -18.56% | 29.04% | 16.96% | 30.84% | -5.32% | 21.05% |
Returns By Period
In the year-to-date period, ANCFX achieves a -6.13% return, which is significantly higher than MXVIX's -7.14% return. Both investments have delivered pretty close results over the past 10 years, with ANCFX having a 12.92% annualized return and MXVIX not far behind at 12.80%.
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%
MXVIX
- 1D
- -0.39%
- 1M
- -7.71%
- YTD
- -7.14%
- 6M
- -4.80%
- 1Y
- 13.89%
- 3Y*
- 16.57%
- 5Y*
- 10.85%
- 10Y*
- 12.80%
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ANCFX vs. MXVIX - Expense Ratio Comparison
ANCFX has a 0.59% expense ratio, which is higher than MXVIX's 0.51% expense ratio.
Return for Risk
ANCFX vs. MXVIX — Risk / Return Rank
ANCFX
MXVIX
ANCFX vs. MXVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class A (ANCFX) and Great-West S&P 500 Index Fund (MXVIX). 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 | MXVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.70 | +0.45 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.17 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.17 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 0.99 | +0.61 |
Martin ratioReturn relative to average drawdown | 7.19 | 4.71 | +2.49 |
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 | MXVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.70 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.64 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.71 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.44 | +0.17 |
Correlation
The correlation between ANCFX and MXVIX is 0.93, 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. MXVIX - Dividend Comparison
ANCFX's dividend yield for the trailing twelve months is around 9.11%, more than MXVIX's 0.41% 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% |
MXVIX Great-West S&P 500 Index Fund | 0.41% | 0.38% | 0.95% | 5.22% | 1.25% | 4.97% | 8.27% | 5.11% | 10.56% | 2.06% | 0.00% | 0.00% |
Drawdowns
ANCFX vs. MXVIX - Drawdown Comparison
The maximum ANCFX drawdown since its inception was -53.29%, smaller than the maximum MXVIX drawdown of -58.12%. Use the drawdown chart below to compare losses from any high point for ANCFX and MXVIX.
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Drawdown Indicators
| ANCFX | MXVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.29% | -58.12% | +4.83% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -12.13% | +0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -25.07% | -24.74% | -0.33% |
Max Drawdown (10Y)Largest decline over 10 years | -33.93% | -33.82% | -0.11% |
Current DrawdownCurrent decline from peak | -10.66% | -8.94% | -1.72% |
Average DrawdownAverage peak-to-trough decline | -7.34% | -8.74% | +1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.90% | -0.36% |
Volatility
ANCFX vs. MXVIX - Volatility Comparison
American Funds Fundamental Investors Class A (ANCFX) has a higher volatility of 4.98% compared to Great-West S&P 500 Index Fund (MXVIX) at 4.23%. This indicates that ANCFX's price experiences larger fluctuations and is considered to be riskier than MXVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANCFX | MXVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 4.23% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 10.64% | 9.07% | +1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.94% | 19.21% | -1.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 17.17% | -0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.65% | 18.18% | -0.53% |