ANCFX vs. OPTFX
Compare and contrast key facts about American Funds Fundamental Investors Class A (ANCFX) and Invesco Capital Appreciation Fund (OPTFX).
ANCFX is managed by American Funds. It was launched on Jan 8, 1978. OPTFX is managed by Invesco. It was launched on Jan 22, 1981.
Performance
ANCFX vs. OPTFX - Performance Comparison
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ANCFX vs. OPTFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANCFX American Funds Fundamental Investors Class A | -3.35% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 22.80% |
OPTFX Invesco Capital Appreciation Fund | -7.73% | 12.84% | 34.05% | 35.51% | -31.10% | 21.42% | 36.33% | 36.22% | -5.96% | 26.50% |
Returns By Period
In the year-to-date period, ANCFX achieves a -3.35% return, which is significantly higher than OPTFX's -7.73% return. Both investments have delivered pretty close results over the past 10 years, with ANCFX having a 13.25% annualized return and OPTFX not far ahead at 13.79%.
ANCFX
- 1D
- 2.96%
- 1M
- -7.05%
- YTD
- -3.35%
- 6M
- 0.12%
- 1Y
- 23.25%
- 3Y*
- 20.52%
- 5Y*
- 11.90%
- 10Y*
- 13.25%
OPTFX
- 1D
- 4.27%
- 1M
- -6.20%
- YTD
- -7.73%
- 6M
- -9.32%
- 1Y
- 17.35%
- 3Y*
- 19.77%
- 5Y*
- 8.84%
- 10Y*
- 13.79%
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ANCFX vs. OPTFX - Expense Ratio Comparison
ANCFX has a 0.59% expense ratio, which is lower than OPTFX's 0.95% expense ratio.
Return for Risk
ANCFX vs. OPTFX — Risk / Return Rank
ANCFX
OPTFX
ANCFX vs. OPTFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class A (ANCFX) and Invesco Capital Appreciation Fund (OPTFX). 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 | OPTFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.85 | +0.48 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.38 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.18 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.13 | 0.25 | +1.88 |
Martin ratioReturn relative to average drawdown | 9.34 | 0.77 | +8.58 |
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 | OPTFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.85 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.41 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.65 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.50 | +0.12 |
Correlation
The correlation between ANCFX and OPTFX is 0.86, 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. OPTFX - Dividend Comparison
ANCFX's dividend yield for the trailing twelve months is around 8.85%, less than OPTFX's 11.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANCFX American Funds Fundamental Investors Class A | 8.85% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
OPTFX Invesco Capital Appreciation Fund | 11.84% | 10.93% | 2.92% | 0.00% | 0.88% | 28.43% | 3.20% | 23.53% | 9.18% | 9.34% | 4.29% | 13.78% |
Drawdowns
ANCFX vs. OPTFX - Drawdown Comparison
The maximum ANCFX drawdown since its inception was -53.29%, smaller than the maximum OPTFX drawdown of -57.95%. Use the drawdown chart below to compare losses from any high point for ANCFX and OPTFX.
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Drawdown Indicators
| ANCFX | OPTFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.29% | -57.95% | +4.66% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -16.85% | +5.50% |
Max Drawdown (5Y)Largest decline over 5 years | -25.07% | -35.89% | +10.82% |
Max Drawdown (10Y)Largest decline over 10 years | -33.93% | -35.89% | +1.96% |
Current DrawdownCurrent decline from peak | -8.02% | -13.30% | +5.28% |
Average DrawdownAverage peak-to-trough decline | -7.34% | -14.03% | +6.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 6.78% | -4.19% |
Volatility
ANCFX vs. OPTFX - Volatility Comparison
The current volatility for American Funds Fundamental Investors Class A (ANCFX) is 6.04%, while Invesco Capital Appreciation Fund (OPTFX) has a volatility of 7.46%. This indicates that ANCFX experiences smaller price fluctuations and is considered to be less risky than OPTFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANCFX | OPTFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 7.46% | -1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 11.03% | 14.97% | -3.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.13% | 24.58% | -6.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.72% | 22.29% | -5.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.67% | 21.38% | -3.71% |