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ANCFX vs. SCHD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between ANCFX and SCHD is 0.85, 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. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Fundamental Investors Class A (ANCFX) and Schwab US Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

200.00%250.00%300.00%350.00%400.00%December2025FebruaryMarchAprilMay
221.58%
369.09%
ANCFX
SCHD

Key characteristics

Sharpe Ratio

ANCFX:

0.20

SCHD:

0.15

Sortino Ratio

ANCFX:

0.41

SCHD:

0.32

Omega Ratio

ANCFX:

1.07

SCHD:

1.04

Calmar Ratio

ANCFX:

0.20

SCHD:

0.15

Martin Ratio

ANCFX:

0.60

SCHD:

0.50

Ulcer Index

ANCFX:

7.37%

SCHD:

4.85%

Daily Std Dev

ANCFX:

21.70%

SCHD:

16.02%

Max Drawdown

ANCFX:

-52.37%

SCHD:

-33.37%

Current Drawdown

ANCFX:

-11.27%

SCHD:

-11.57%

Returns By Period

In the year-to-date period, ANCFX achieves a -0.48% return, which is significantly higher than SCHD's -5.30% return. Over the past 10 years, ANCFX has underperformed SCHD with an annualized return of 5.56%, while SCHD has yielded a comparatively higher 10.27% annualized return.


ANCFX

YTD

-0.48%

1M

13.20%

6M

-8.26%

1Y

2.85%

5Y*

9.36%

10Y*

5.56%

SCHD

YTD

-5.30%

1M

2.81%

6M

-10.08%

1Y

2.08%

5Y*

12.56%

10Y*

10.27%

*Annualized

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ANCFX vs. SCHD - Expense Ratio Comparison

ANCFX has a 0.59% expense ratio, which is higher than SCHD's 0.06% expense ratio.


Risk-Adjusted Performance

ANCFX vs. SCHD — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ANCFX
The Risk-Adjusted Performance Rank of ANCFX is 3030
Overall Rank
The Sharpe Ratio Rank of ANCFX is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of ANCFX is 2929
Sortino Ratio Rank
The Omega Ratio Rank of ANCFX is 3131
Omega Ratio Rank
The Calmar Ratio Rank of ANCFX is 3333
Calmar Ratio Rank
The Martin Ratio Rank of ANCFX is 2929
Martin Ratio Rank

SCHD
The Risk-Adjusted Performance Rank of SCHD is 2929
Overall Rank
The Sharpe Ratio Rank of SCHD is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHD is 2727
Sortino Ratio Rank
The Omega Ratio Rank of SCHD is 2727
Omega Ratio Rank
The Calmar Ratio Rank of SCHD is 3131
Calmar Ratio Rank
The Martin Ratio Rank of SCHD is 2929
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ANCFX vs. SCHD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class A (ANCFX) and Schwab US Dividend Equity ETF (SCHD). 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.


The current ANCFX Sharpe Ratio is 0.20, which is higher than the SCHD Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of ANCFX and SCHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.13
0.13
ANCFX
SCHD

Dividends

ANCFX vs. SCHD - Dividend Comparison

ANCFX's dividend yield for the trailing twelve months is around 1.15%, less than SCHD's 4.05% yield.


TTM20242023202220212020201920182017201620152014
ANCFX
American Funds Fundamental Investors Class A
1.15%1.14%1.17%1.60%1.24%1.48%1.51%1.89%1.47%1.59%3.01%10.00%
SCHD
Schwab US Dividend Equity ETF
4.05%3.64%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%2.63%

Drawdowns

ANCFX vs. SCHD - Drawdown Comparison

The maximum ANCFX drawdown since its inception was -52.37%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ANCFX and SCHD. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-11.27%
-11.57%
ANCFX
SCHD

Volatility

ANCFX vs. SCHD - Volatility Comparison

American Funds Fundamental Investors Class A (ANCFX) has a higher volatility of 10.56% compared to Schwab US Dividend Equity ETF (SCHD) at 8.81%. This indicates that ANCFX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
10.56%
8.81%
ANCFX
SCHD