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:
-0.52
SPY:
-0.09
ANCFX:
-0.53
SPY:
-0.02
ANCFX:
0.92
SPY:
1.00
ANCFX:
-0.46
SPY:
-0.09
ANCFX:
-1.72
SPY:
-0.45
ANCFX:
5.78%
SPY:
3.31%
ANCFX:
19.21%
SPY:
15.87%
ANCFX:
-52.56%
SPY:
-55.19%
ANCFX:
-21.64%
SPY:
-17.32%
Returns By Period
In the year-to-date period, ANCFX achieves a -12.11% return, which is significantly higher than SPY's -13.53% return. Over the past 10 years, ANCFX has underperformed SPY with an annualized return of 4.52%, while SPY has yielded a comparatively higher 11.25% annualized return.
ANCFX
-12.11%
-12.76%
-16.88%
-8.73%
10.04%
4.52%
SPY
-13.53%
-13.08%
-11.25%
-0.26%
17.01%
11.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 1.30%, less than SPY's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANCFX American Funds Fundamental Investors Class A | 1.30% | 1.14% | 1.17% | 1.60% | 1.24% | 1.48% | 1.51% | 1.89% | 1.47% | 1.59% | 2.98% | 9.83% |
SPY SPDR S&P 500 ETF | 1.42% | 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 -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) and SPDR S&P 500 ETF (SPY) have volatilities of 9.26% and 9.29%, 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.