ANCFX vs. VTSAX
Compare and contrast key facts about American Funds Fundamental Investors Class A (ANCFX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
ANCFX is managed by American Funds. It was launched on Jan 8, 1978. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANCFX or VTSAX.
Key characteristics
| ANCFX | VTSAX | |
|---|---|---|
| YTD Return | 25.34% | 25.71% |
| 1Y Return | 38.85% | 38.60% |
| 3Y Return (Ann) | 9.79% | 8.40% |
| 5Y Return (Ann) | 14.28% | 15.26% |
| 10Y Return (Ann) | 12.48% | 12.85% |
| Sharpe Ratio | 2.93 | 3.03 |
| Sortino Ratio | 3.90 | 4.05 |
| Omega Ratio | 1.54 | 1.56 |
| Calmar Ratio | 4.67 | 4.12 |
| Martin Ratio | 20.41 | 19.79 |
| Ulcer Index | 1.91% | 1.95% |
| Daily Std Dev | 13.28% | 12.73% |
| Max Drawdown | -52.56% | -55.34% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between ANCFX and VTSAX 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. VTSAX - Performance Comparison
The year-to-date returns for both investments are quite close, with ANCFX having a 25.34% return and VTSAX slightly higher at 25.71%. Both investments have delivered pretty close results over the past 10 years, with ANCFX having a 12.48% annualized return and VTSAX not far ahead at 12.85%. 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. VTSAX - Expense Ratio Comparison
ANCFX has a 0.59% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
ANCFX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class A (ANCFX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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. VTSAX - Dividend Comparison
ANCFX's dividend yield for the trailing twelve months is around 0.95%, less than VTSAX's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANCFX American Funds Fundamental Investors Class A | 0.95% | 1.17% | 1.60% | 1.24% | 1.48% | 1.51% | 1.89% | 1.47% | 1.59% | 2.98% | 9.83% | 3.46% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
ANCFX vs. VTSAX - Drawdown Comparison
The maximum ANCFX drawdown since its inception was -52.56%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for ANCFX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
ANCFX vs. VTSAX - Volatility Comparison
The current volatility for American Funds Fundamental Investors Class A (ANCFX) is 3.71%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 4.08%. This indicates that ANCFX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.