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:
1.20
SPY:
2.20
ANCFX:
1.49
SPY:
2.92
ANCFX:
1.26
SPY:
1.41
ANCFX:
1.81
SPY:
3.35
ANCFX:
5.92
SPY:
14.01
ANCFX:
3.39%
SPY:
2.01%
ANCFX:
16.69%
SPY:
12.76%
ANCFX:
-51.58%
SPY:
-55.19%
ANCFX:
-6.64%
SPY:
-0.45%
Returns By Period
In the year-to-date period, ANCFX achieves a 4.72% return, which is significantly higher than SPY's 2.90% return. Over the past 10 years, ANCFX has underperformed SPY with an annualized return of 6.74%, while SPY has yielded a comparatively higher 13.39% annualized return.
ANCFX
4.72%
4.04%
3.49%
18.52%
7.36%
6.74%
SPY
2.90%
2.01%
9.60%
26.34%
14.48%
13.39%
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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 Rank
ANCFX
SPY
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 1.09%, less than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANCFX American Funds Fundamental Investors Class A | 1.09% | 1.14% | 1.17% | 1.60% | 1.24% | 1.48% | 1.51% | 1.89% | 1.47% | 1.59% | 3.57% | 10.36% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
ANCFX vs. SPY - Drawdown Comparison
The maximum ANCFX drawdown since its inception was -51.58%, smaller than 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 11.21% compared to SPDR S&P 500 ETF (SPY) at 5.17%. 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.