ANCFX vs. SPY
Compare and contrast key facts about American Funds Fundamental Investors Class A (ANCFX) and SPDR S&P 500 ETF (SPY).
ANCFX is managed by American Funds. It was launched on Jan 8, 1978. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANCFX or SPY.
Correlation
The correlation between ANCFX and SPY is 0.92, 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. SPY - Performance Comparison
Key characteristics
ANCFX:
1.04
SPY:
2.21
ANCFX:
1.30
SPY:
2.93
ANCFX:
1.23
SPY:
1.41
ANCFX:
1.51
SPY:
3.26
ANCFX:
7.60
SPY:
14.43
ANCFX:
2.28%
SPY:
1.90%
ANCFX:
16.73%
SPY:
12.41%
ANCFX:
-52.56%
SPY:
-55.19%
ANCFX:
-10.67%
SPY:
-2.74%
Returns By Period
In the year-to-date period, ANCFX achieves a 15.09% return, which is significantly lower than SPY's 25.54% return. Over the past 10 years, ANCFX has underperformed SPY with an annualized return of 11.16%, while SPY has yielded a comparatively higher 12.97% annualized return.
ANCFX
15.09%
-6.79%
-0.05%
15.93%
11.27%
11.16%
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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ANCFX vs. SPY - Expense Ratio Comparison
ANCFX has a 0.59% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
ANCFX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class A (ANCFX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
ANCFX's dividend yield for the trailing twelve months is around 0.63%, less than SPY's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANCFX American Funds Fundamental Investors Class A | 0.63% | 1.17% | 1.60% | 1.24% | 1.48% | 1.51% | 1.89% | 1.47% | 1.59% | 2.98% | 9.83% | 3.46% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
ANCFX vs. SPY - Drawdown Comparison
The maximum ANCFX drawdown since its inception was -52.56%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ANCFX and SPY. For additional features, visit the drawdowns tool.
Volatility
ANCFX vs. SPY - Volatility Comparison
American Funds Fundamental Investors Class A (ANCFX) has a higher volatility of 11.34% compared to SPDR S&P 500 ETF (SPY) at 3.72%. This indicates that ANCFX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.