ANFFX vs. VFTNX
Compare and contrast key facts about American Funds The New Economy Fund Class F-1 (ANFFX) and Vanguard FTSE Social Index Fund Institutional Shares (VFTNX).
ANFFX is an actively managed fund by American Funds. It was launched on Mar 15, 2001. VFTNX is a passively managed fund by Vanguard that tracks the performance of the FTSE4Good US Select Index. It was launched on Jan 14, 2003.
Performance
ANFFX vs. VFTNX - Performance Comparison
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ANFFX vs. VFTNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANFFX American Funds The New Economy Fund Class F-1 | -5.56% | 30.96% | 23.52% | 29.10% | -29.69% | 11.98% | 33.43% | 26.38% | -4.41% | 34.27% |
VFTNX Vanguard FTSE Social Index Fund Institutional Shares | -7.51% | 17.32% | 26.01% | 31.77% | -24.20% | 27.76% | 22.62% | 33.96% | -3.41% | 24.19% |
Returns By Period
In the year-to-date period, ANFFX achieves a -5.56% return, which is significantly higher than VFTNX's -7.51% return. Over the past 10 years, ANFFX has underperformed VFTNX with an annualized return of 13.45%, while VFTNX has yielded a comparatively higher 14.26% annualized return.
ANFFX
- 1D
- 3.22%
- 1M
- -8.17%
- YTD
- -5.56%
- 6M
- 1.11%
- 1Y
- 30.60%
- 3Y*
- 21.49%
- 5Y*
- 8.66%
- 10Y*
- 13.45%
VFTNX
- 1D
- 3.30%
- 1M
- -5.53%
- YTD
- -7.51%
- 6M
- -5.69%
- 1Y
- 15.11%
- 3Y*
- 17.94%
- 5Y*
- 10.46%
- 10Y*
- 14.26%
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ANFFX vs. VFTNX - Expense Ratio Comparison
ANFFX has a 0.78% expense ratio, which is higher than VFTNX's 0.12% expense ratio.
Return for Risk
ANFFX vs. VFTNX — Risk / Return Rank
ANFFX
VFTNX
ANFFX vs. VFTNX - 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 Vanguard FTSE Social Index Fund Institutional Shares (VFTNX). 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 | VFTNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 0.81 | +0.71 |
Sortino ratioReturn per unit of downside risk | 2.16 | 1.28 | +0.87 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.19 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.30 | 1.33 | +0.98 |
Martin ratioReturn relative to average drawdown | 9.72 | 5.18 | +4.54 |
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 | VFTNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 0.81 | +0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.57 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.75 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.35 | +0.13 |
Correlation
The correlation between ANFFX and VFTNX is 0.90, 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. VFTNX - Dividend Comparison
ANFFX's dividend yield for the trailing twelve months is around 10.48%, more than VFTNX's 1.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANFFX American Funds The New Economy Fund Class F-1 | 10.48% | 9.90% | 9.56% | 3.89% | 0.00% | 7.53% | 2.45% | 7.26% | 9.84% | 8.19% | 2.13% | 6.07% |
VFTNX Vanguard FTSE Social Index Fund Institutional Shares | 1.02% | 0.90% | 1.01% | 1.12% | 1.37% | 0.95% | 1.23% | 1.46% | 1.81% | 1.49% | 1.82% | 1.60% |
Drawdowns
ANFFX vs. VFTNX - Drawdown Comparison
The maximum ANFFX drawdown since its inception was -55.37%, smaller than the maximum VFTNX drawdown of -64.04%. Use the drawdown chart below to compare losses from any high point for ANFFX and VFTNX.
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Drawdown Indicators
| ANFFX | VFTNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.37% | -64.04% | +8.67% |
Max Drawdown (1Y)Largest decline over 1 year | -13.36% | -12.17% | -1.19% |
Max Drawdown (5Y)Largest decline over 5 years | -37.10% | -29.11% | -7.99% |
Max Drawdown (10Y)Largest decline over 10 years | -37.10% | -34.22% | -2.88% |
Current DrawdownCurrent decline from peak | -10.56% | -8.92% | -1.64% |
Average DrawdownAverage peak-to-trough decline | -11.43% | -15.80% | +4.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 3.12% | +0.04% |
Volatility
ANFFX vs. VFTNX - Volatility Comparison
American Funds The New Economy Fund Class F-1 (ANFFX) has a higher volatility of 7.51% compared to Vanguard FTSE Social Index Fund Institutional Shares (VFTNX) at 5.93%. This indicates that ANFFX's price experiences larger fluctuations and is considered to be riskier than VFTNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANFFX | VFTNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.51% | 5.93% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 13.55% | 10.55% | +3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.86% | 19.56% | +1.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.21% | 18.35% | +0.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.99% | 19.03% | -0.04% |