ANCFX vs. RGAGX
ANCFX (American Funds Fundamental Investors Class A) and RGAGX (American Funds The Growth Fund of America Class R-6) are both mutual funds - ANCFX is a Large Cap Blend Equities fund managed by American Funds, while RGAGX is a Large Cap Growth Equities fund managed by American Funds. Over the past 10 years, ANCFX returned 14.90%/yr vs 16.39%/yr for RGAGX. With a 0.96 correlation, they move nearly in lockstep. ANCFX charges 0.59%/yr vs 0.30%/yr for RGAGX.
Performance
ANCFX vs. RGAGX - Performance Comparison
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Returns By Period
In the year-to-date period, ANCFX achieves a 15.14% return, which is significantly higher than RGAGX's 10.24% return. Over the past 10 years, ANCFX has underperformed RGAGX with an annualized return of 14.90%, while RGAGX has yielded a comparatively higher 16.39% annualized return.
ANCFX
- 1D
- 0.00%
- 1M
- 5.89%
- YTD
- 15.14%
- 6M
- 16.14%
- 1Y
- 34.54%
- 3Y*
- 26.09%
- 5Y*
- 14.91%
- 10Y*
- 14.90%
RGAGX
- 1D
- -0.33%
- 1M
- 6.84%
- YTD
- 10.24%
- 6M
- 9.86%
- 1Y
- 26.58%
- 3Y*
- 25.54%
- 5Y*
- 12.86%
- 10Y*
- 16.39%
ANCFX vs. RGAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANCFX American Funds Fundamental Investors Class A | 15.14% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 22.80% |
RGAGX American Funds The Growth Fund of America Class R-6 | 10.24% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Correlation
The correlation between ANCFX and RGAGX is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since May 4, 2009 | 0.96 |
The correlation between ANCFX and RGAGX has been stable across timeframes, ranging from 0.95 to 0.96 - a consistent structural relationship.
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Return for Risk
ANCFX vs. RGAGX — Risk / Return Rank
ANCFX
RGAGX
ANCFX vs. RGAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class A (ANCFX) and American Funds The Growth Fund of America Class R-6 (RGAGX). 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 | RGAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.78 | ||
| Sortino ratioReturn per unit of downside risk | +1.00 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.32 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 3.33 | 1.99 | +1.34 |
| Martin ratioReturn relative to average drawdown | 15.41 | 7.76 | +7.65 |
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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.58 | 1.80 | +0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.64 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.84 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.86 | -0.22 |
Drawdowns
ANCFX vs. RGAGX - Drawdown Comparison
The maximum ANCFX drawdown since its inception was -53.29%, which is greater than RGAGX's maximum drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for ANCFX and RGAGX.
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Drawdown Indicators
| ANCFX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.29% | -36.19% | -17.10% |
Max Drawdown (1Y)Largest decline over 1 year | -10.66% | -13.71% | +3.05% |
Max Drawdown (3Y)Largest decline over 3 years | -17.97% | -21.54% | +3.57% |
Max Drawdown (5Y)Largest decline over 5 years | -25.07% | -36.19% | +11.12% |
Max Drawdown (10Y)Largest decline over 10 years | -33.93% | -36.19% | +2.26% |
Current DrawdownCurrent decline from peak | 0.00% | -0.33% | +0.33% |
Average DrawdownAverage peak-to-trough decline | -7.32% | -5.49% | -1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 3.50% | -1.20% |
Volatility
ANCFX vs. RGAGX - Volatility Comparison
American Funds Fundamental Investors Class A (ANCFX) and American Funds The Growth Fund of America Class R-6 (RGAGX) have volatilities of 3.68% and 3.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANCFX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | 3.69% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 11.65% | -0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.75% | 15.15% | -1.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.80% | 20.25% | -3.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.73% | 19.69% | -1.96% |
ANCFX vs. RGAGX - Expense Ratio Comparison
ANCFX has a 0.59% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Dividends
ANCFX vs. RGAGX - Dividend Comparison
ANCFX's dividend yield for the trailing twelve months is around 7.43%, less than RGAGX's 9.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANCFX American Funds Fundamental Investors Class A | 7.43% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
RGAGX American Funds The Growth Fund of America Class R-6 | 9.97% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Frequently Asked Questions
With a correlation of 0.95, ANCFX and RGAGX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
RGAGX has higher volatility (3.69%) compared to ANCFX (3.68%). In terms of maximum drawdown, ANCFX dropped -53.29% vs RGAGX's -36.19%.
ANCFX currently has the higher Sharpe Ratio (2.58 vs 1.80), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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