ANFFX vs. PSTAX
Compare and contrast key facts about American Funds The New Economy Fund Class F-1 (ANFFX) and Virtus KAR Capital Growth Fund (PSTAX).
ANFFX is an actively managed fund by American Funds. It was launched on Mar 15, 2001. PSTAX is managed by Virtus. It was launched on Oct 16, 1995.
Performance
ANFFX vs. PSTAX - Performance Comparison
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ANFFX vs. PSTAX - 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% |
PSTAX Virtus KAR Capital Growth Fund | -16.13% | 6.85% | 25.19% | 34.35% | -35.74% | 11.70% | 46.13% | 42.83% | -8.07% | 35.13% |
Returns By Period
In the year-to-date period, ANFFX achieves a -8.51% return, which is significantly higher than PSTAX's -16.13% return. Over the past 10 years, ANFFX has outperformed PSTAX with an annualized return of 13.09%, while PSTAX has yielded a comparatively lower 10.94% 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%
PSTAX
- 1D
- -0.60%
- 1M
- -11.00%
- YTD
- -16.13%
- 6M
- -17.04%
- 1Y
- -4.28%
- 3Y*
- 10.81%
- 5Y*
- 1.96%
- 10Y*
- 10.94%
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ANFFX vs. PSTAX - Expense Ratio Comparison
ANFFX has a 0.78% expense ratio, which is lower than PSTAX's 1.20% expense ratio.
Return for Risk
ANFFX vs. PSTAX — Risk / Return Rank
ANFFX
PSTAX
ANFFX vs. PSTAX - 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 Virtus KAR Capital Growth Fund (PSTAX). 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 | PSTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | -0.20 | +1.50 |
Sortino ratioReturn per unit of downside risk | 1.88 | -0.15 | +2.03 |
Omega ratioGain probability vs. loss probability | 1.26 | 0.98 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | -0.33 | +2.11 |
Martin ratioReturn relative to average drawdown | 7.66 | -1.21 | +8.88 |
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 | PSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | -0.20 | +1.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.08 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.47 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.31 | +0.16 |
Correlation
The correlation between ANFFX and PSTAX is 0.91, 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. PSTAX - Dividend Comparison
ANFFX's dividend yield for the trailing twelve months is around 10.82%, more than PSTAX's 9.04% 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% |
PSTAX Virtus KAR Capital Growth Fund | 9.04% | 7.58% | 14.19% | 6.07% | 23.19% | 7.73% | 3.15% | 2.71% | 11.57% | 6.28% | 8.98% | 4.59% |
Drawdowns
ANFFX vs. PSTAX - Drawdown Comparison
The maximum ANFFX drawdown since its inception was -55.37%, smaller than the maximum PSTAX drawdown of -76.37%. Use the drawdown chart below to compare losses from any high point for ANFFX and PSTAX.
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Drawdown Indicators
| ANFFX | PSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.37% | -76.37% | +21.00% |
Max Drawdown (1Y)Largest decline over 1 year | -13.36% | -19.58% | +6.22% |
Max Drawdown (5Y)Largest decline over 5 years | -37.10% | -44.54% | +7.44% |
Max Drawdown (10Y)Largest decline over 10 years | -37.10% | -44.54% | +7.44% |
Current DrawdownCurrent decline from peak | -13.36% | -24.83% | +11.47% |
Average DrawdownAverage peak-to-trough decline | -11.43% | -32.02% | +20.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 5.39% | -2.30% |
Volatility
ANFFX vs. PSTAX - Volatility Comparison
American Funds The New Economy Fund Class F-1 (ANFFX) has a higher volatility of 6.50% compared to Virtus KAR Capital Growth Fund (PSTAX) at 6.17%. This indicates that ANFFX's price experiences larger fluctuations and is considered to be riskier than PSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANFFX | PSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 6.17% | +0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 13.19% | 11.99% | +1.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.67% | 21.28% | -0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.16% | 25.09% | -5.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.97% | 23.53% | -4.56% |