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.
Key characteristics
ANCFX | VOO | |
---|---|---|
YTD Return | 9.11% | 7.68% |
1Y Return | 27.35% | 24.58% |
3Y Return (Ann) | 8.15% | 8.61% |
5Y Return (Ann) | 12.29% | 13.73% |
10Y Return (Ann) | 11.72% | 12.60% |
Sharpe Ratio | 2.35 | 2.21 |
Daily Std Dev | 12.10% | 11.60% |
Max Drawdown | -52.56% | -33.99% |
Current Drawdown | -2.21% | -2.60% |
Correlation
The correlation between ANCFX and VOO is 0.97, 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
In the year-to-date period, ANCFX achieves a 9.11% return, which is significantly higher than VOO's 7.68% return. Over the past 10 years, ANCFX has underperformed VOO with an annualized return of 11.72%, while VOO has yielded a comparatively higher 12.60% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 5.33%, more than VOO's 1.37% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
American Funds Fundamental Investors Class A | 5.33% | 5.80% | 4.98% | 10.97% | 2.61% | 7.34% | 10.96% | 7.68% | 4.66% | 6.28% | 9.83% | 3.46% |
Vanguard S&P 500 ETF | 1.37% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
ANCFX vs. VOO - Drawdown Comparison
The maximum ANCFX drawdown since its inception was -52.56%, 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 4.01% compared to Vanguard S&P 500 ETF (VOO) at 3.63%. 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.