ANCFX vs. SSSYX
Compare and contrast key facts about American Funds Fundamental Investors Class A (ANCFX) and State Street Equity 500 Index Fund Class K (SSSYX).
ANCFX is managed by American Funds. It was launched on Jan 8, 1978. SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Performance
ANCFX vs. SSSYX - Performance Comparison
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ANCFX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANCFX American Funds Fundamental Investors Class A | -6.13% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 22.80% |
SSSYX State Street Equity 500 Index Fund Class K | -7.05% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
Returns By Period
In the year-to-date period, ANCFX achieves a -6.13% return, which is significantly higher than SSSYX's -7.05% return. Over the past 10 years, ANCFX has underperformed SSSYX with an annualized return of 12.92%, while SSSYX has yielded a comparatively higher 13.69% annualized return.
ANCFX
- 1D
- -0.62%
- 1M
- -9.88%
- YTD
- -6.13%
- 6M
- -2.09%
- 1Y
- 20.46%
- 3Y*
- 19.35%
- 5Y*
- 11.57%
- 10Y*
- 12.92%
SSSYX
- 1D
- -0.39%
- 1M
- -7.67%
- YTD
- -7.05%
- 6M
- -4.60%
- 1Y
- 14.40%
- 3Y*
- 17.15%
- 5Y*
- 11.37%
- 10Y*
- 13.69%
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ANCFX vs. SSSYX - Expense Ratio Comparison
ANCFX has a 0.59% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
ANCFX vs. SSSYX — Risk / Return Rank
ANCFX
SSSYX
ANCFX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class A (ANCFX) and State Street Equity 500 Index Fund Class K (SSSYX). 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.
| ANCFX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.84 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.30 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.20 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 1.06 | +0.55 |
Martin ratioReturn relative to average drawdown | 7.19 | 5.13 | +2.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ANCFX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.84 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.68 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.11 | +0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.11 | +0.51 |
Correlation
The correlation between ANCFX and SSSYX is 0.96, 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.
Dividends
ANCFX vs. SSSYX - Dividend Comparison
ANCFX's dividend yield for the trailing twelve months is around 9.11%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANCFX American Funds Fundamental Investors Class A | 9.11% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
SSSYX State Street Equity 500 Index Fund Class K | 1.55% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
ANCFX vs. SSSYX - Drawdown Comparison
The maximum ANCFX drawdown since its inception was -53.29%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for ANCFX and SSSYX.
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Drawdown Indicators
| ANCFX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.29% | -91.48% | +38.19% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -12.10% | +0.75% |
Max Drawdown (5Y)Largest decline over 5 years | -25.07% | -24.49% | -0.58% |
Max Drawdown (10Y)Largest decline over 10 years | -33.93% | -91.48% | +57.55% |
Current DrawdownCurrent decline from peak | -10.66% | -8.88% | -1.78% |
Average DrawdownAverage peak-to-trough decline | -7.34% | -4.20% | -3.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.49% | +0.05% |
Volatility
ANCFX vs. SSSYX - Volatility Comparison
American Funds Fundamental Investors Class A (ANCFX) has a higher volatility of 4.98% compared to State Street Equity 500 Index Fund Class K (SSSYX) at 4.24%. This indicates that ANCFX's price experiences larger fluctuations and is considered to be riskier than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANCFX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 4.24% | +0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 10.64% | 9.08% | +1.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.94% | 18.10% | -0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 16.85% | -0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.65% | 124.43% | -106.78% |