BFCAX vs. ANCFX
Compare and contrast key facts about American Funds Corporate Bond Fund (BFCAX) and American Funds Fundamental Investors Class A (ANCFX).
BFCAX is managed by American Funds. It was launched on Dec 14, 2012. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
BFCAX vs. ANCFX - Performance Comparison
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BFCAX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFCAX American Funds Corporate Bond Fund | -1.02% | 6.67% | 1.71% | 6.85% | -16.51% | -2.15% | 13.05% | 13.21% | -2.50% | 5.61% |
ANCFX American Funds Fundamental Investors Class A | -6.13% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 21.95% |
Returns By Period
In the year-to-date period, BFCAX achieves a -1.02% return, which is significantly higher than ANCFX's -6.13% return.
BFCAX
- 1D
- 0.53%
- 1M
- -2.59%
- YTD
- -1.02%
- 6M
- -0.52%
- 1Y
- 3.25%
- 3Y*
- 3.38%
- 5Y*
- -0.25%
- 10Y*
- —
ANCFX
- 1D
- -0.62%
- 1M
- -9.88%
- YTD
- -6.13%
- 6M
- -2.09%
- 1Y
- 20.46%
- 3Y*
- 19.35%
- 5Y*
- 11.57%
- 10Y*
- 12.92%
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BFCAX vs. ANCFX - Expense Ratio Comparison
BFCAX has a 0.70% expense ratio, which is higher than ANCFX's 0.59% expense ratio.
Return for Risk
BFCAX vs. ANCFX — Risk / Return Rank
BFCAX
ANCFX
BFCAX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Corporate Bond Fund (BFCAX) and American Funds Fundamental Investors Class A (ANCFX). 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.
| BFCAX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.16 | -0.36 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.75 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.25 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.61 | -0.19 |
Martin ratioReturn relative to average drawdown | 4.34 | 7.19 | -2.86 |
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
| BFCAX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.16 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.70 | -0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.61 | -0.22 |
Correlation
The correlation between BFCAX and ANCFX is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BFCAX vs. ANCFX - Dividend Comparison
BFCAX's dividend yield for the trailing twelve months is around 3.88%, less than ANCFX's 9.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFCAX American Funds Corporate Bond Fund | 3.88% | 4.20% | 4.06% | 2.82% | 1.95% | 1.50% | 4.43% | 3.44% | 2.63% | 2.68% | 0.00% | 0.00% |
ANCFX American Funds Fundamental Investors Class A | 9.11% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
BFCAX vs. ANCFX - Drawdown Comparison
The maximum BFCAX drawdown since its inception was -23.01%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for BFCAX and ANCFX.
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Drawdown Indicators
| BFCAX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.01% | -53.29% | +30.28% |
Max Drawdown (1Y)Largest decline over 1 year | -3.11% | -11.35% | +8.24% |
Max Drawdown (5Y)Largest decline over 5 years | -22.55% | -25.07% | +2.52% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.93% | — |
Current DrawdownCurrent decline from peak | -6.25% | -10.66% | +4.41% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -7.34% | +0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 2.54% | -1.52% |
Volatility
BFCAX vs. ANCFX - Volatility Comparison
The current volatility for American Funds Corporate Bond Fund (BFCAX) is 1.89%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 4.98%. This indicates that BFCAX experiences smaller price fluctuations and is considered to be less risky than ANCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFCAX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.89% | 4.98% | -3.09% |
Volatility (6M)Calculated over the trailing 6-month period | 2.94% | 10.64% | -7.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.85% | 17.94% | -13.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.69% | 16.67% | -9.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.01% | 17.65% | -11.64% |