ANFFX vs. AMCPX
Compare and contrast key facts about American Funds The New Economy Fund Class F-1 (ANFFX) and American Funds AMCAP Fund Class A (AMCPX).
ANFFX is an actively managed fund by American Funds. It was launched on Mar 15, 2001. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
ANFFX vs. AMCPX - Performance Comparison
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ANFFX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANFFX American Funds The New Economy Fund Class F-1 | -8.51% | 30.96% | 23.52% | 29.10% | -29.69% | 11.98% | 33.43% | 26.38% | -4.41% | 34.27% |
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
Returns By Period
In the year-to-date period, ANFFX achieves a -8.51% return, which is significantly higher than AMCPX's -11.82% return. Over the past 10 years, ANFFX has outperformed AMCPX with an annualized return of 13.09%, while AMCPX has yielded a comparatively lower 10.59% annualized return.
ANFFX
- 1D
- -1.43%
- 1M
- -11.33%
- YTD
- -8.51%
- 6M
- -0.99%
- 1Y
- 27.33%
- 3Y*
- 20.21%
- 5Y*
- 8.37%
- 10Y*
- 13.09%
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
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ANFFX vs. AMCPX - Expense Ratio Comparison
ANFFX has a 0.78% expense ratio, which is higher than AMCPX's 0.65% expense ratio.
Return for Risk
ANFFX vs. AMCPX — Risk / Return Rank
ANFFX
AMCPX
ANFFX vs. AMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The New Economy Fund Class F-1 (ANFFX) and American Funds AMCAP Fund Class A (AMCPX). 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.
| ANFFX | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 0.56 | +0.74 |
Sortino ratioReturn per unit of downside risk | 1.88 | 0.94 | +0.94 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.13 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 0.59 | +1.18 |
Martin ratioReturn relative to average drawdown | 7.66 | 2.42 | +5.25 |
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
| ANFFX | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 0.56 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.33 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.57 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.57 | -0.10 |
Correlation
The correlation between ANFFX and AMCPX is 0.95, 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
ANFFX vs. AMCPX - Dividend Comparison
ANFFX's dividend yield for the trailing twelve months is around 10.82%, more than AMCPX's 9.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANFFX American Funds The New Economy Fund Class F-1 | 10.82% | 9.90% | 9.56% | 3.89% | 0.00% | 7.53% | 2.45% | 7.26% | 9.84% | 8.19% | 2.13% | 6.07% |
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
ANFFX vs. AMCPX - Drawdown Comparison
The maximum ANFFX drawdown since its inception was -55.37%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for ANFFX and AMCPX.
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Drawdown Indicators
| ANFFX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.37% | -62.37% | +7.00% |
Max Drawdown (1Y)Largest decline over 1 year | -13.36% | -14.18% | +0.82% |
Max Drawdown (5Y)Largest decline over 5 years | -37.10% | -36.90% | -0.20% |
Max Drawdown (10Y)Largest decline over 10 years | -37.10% | -36.90% | -0.20% |
Current DrawdownCurrent decline from peak | -13.36% | -14.18% | +0.82% |
Average DrawdownAverage peak-to-trough decline | -11.43% | -9.60% | -1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 3.47% | -0.38% |
Volatility
ANFFX vs. AMCPX - Volatility Comparison
American Funds The New Economy Fund Class F-1 (ANFFX) has a higher volatility of 6.50% compared to American Funds AMCAP Fund Class A (AMCPX) at 5.26%. This indicates that ANFFX's price experiences larger fluctuations and is considered to be riskier than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANFFX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 5.26% | +1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 13.19% | 11.06% | +2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.67% | 19.60% | +1.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.16% | 19.12% | +0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.97% | 18.63% | +0.34% |