Correlation
The correlation between ANCFX and SPY is 0.94, 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.
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.
Performance
ANCFX vs. SPY - Performance Comparison
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Key characteristics
ANCFX:
0.81
SPY:
0.70
ANCFX:
1.09
SPY:
1.02
ANCFX:
1.16
SPY:
1.15
ANCFX:
0.78
SPY:
0.68
ANCFX:
3.02
SPY:
2.57
ANCFX:
4.63%
SPY:
4.93%
ANCFX:
19.92%
SPY:
20.42%
ANCFX:
-53.14%
SPY:
-55.19%
ANCFX:
-0.93%
SPY:
-3.55%
Returns By Period
In the year-to-date period, ANCFX achieves a 4.94% return, which is significantly higher than SPY's 0.87% return. Over the past 10 years, ANCFX has underperformed SPY with an annualized return of 11.96%, while SPY has yielded a comparatively higher 12.73% annualized return.
ANCFX
4.94%
4.89%
2.72%
15.54%
15.52%
15.56%
11.96%
SPY
0.87%
3.99%
-1.56%
13.18%
14.25%
15.81%
12.73%
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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.
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Dividends
ANCFX vs. SPY - Dividend Comparison
ANCFX's dividend yield for the trailing twelve months is around 8.50%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANCFX American Funds Fundamental Investors Class A | 8.50% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 7.34% | 10.98% | 7.74% | 4.71% | 6.08% | 8.69% |
SPY SPDR S&P 500 ETF | 1.22% | 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 -53.14%, 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.
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Volatility
ANCFX vs. SPY - Volatility Comparison
The current volatility for American Funds Fundamental Investors Class A (ANCFX) is 4.29%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.86%. This indicates that ANCFX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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