ANCFX vs. VOO
Compare and contrast key facts about American Funds Fundamental Investors Class A (ANCFX) and Vanguard S&P 500 ETF (VOO).
ANCFX is managed by American Funds. It was launched on Jan 8, 1978. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANCFX or VOO.
Correlation
The correlation between ANCFX and VOO 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.
Performance
ANCFX vs. VOO - Performance Comparison
Key characteristics
ANCFX:
1.20
VOO:
2.21
ANCFX:
1.49
VOO:
2.93
ANCFX:
1.26
VOO:
1.41
ANCFX:
1.81
VOO:
3.35
ANCFX:
5.92
VOO:
14.09
ANCFX:
3.39%
VOO:
2.01%
ANCFX:
16.69%
VOO:
12.78%
ANCFX:
-51.58%
VOO:
-33.99%
ANCFX:
-6.64%
VOO:
-0.46%
Returns By Period
In the year-to-date period, ANCFX achieves a 4.72% return, which is significantly higher than VOO's 2.90% return. Over the past 10 years, ANCFX has underperformed VOO with an annualized return of 6.74%, while VOO has yielded a comparatively higher 13.46% annualized return.
ANCFX
4.72%
4.04%
3.49%
18.52%
7.36%
6.74%
VOO
2.90%
2.05%
9.63%
26.44%
14.54%
13.46%
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ANCFX vs. VOO - Expense Ratio Comparison
ANCFX has a 0.59% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ANCFX vs. VOO — Risk-Adjusted Performance Rank
ANCFX
VOO
ANCFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class A (ANCFX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
ANCFX's dividend yield for the trailing twelve months is around 1.09%, less than VOO's 1.21% 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% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
ANCFX vs. VOO - Drawdown Comparison
The maximum ANCFX drawdown since its inception was -51.58%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ANCFX and VOO. For additional features, visit the drawdowns tool.
Volatility
ANCFX vs. VOO - Volatility Comparison
American Funds Fundamental Investors Class A (ANCFX) has a higher volatility of 11.21% compared to Vanguard S&P 500 ETF (VOO) at 5.12%. This indicates that ANCFX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.