CBAAX vs. ANCFX
Compare and contrast key facts about American Funds Moderate Growth and Income Portfolio (CBAAX) and American Funds Fundamental Investors Class A (ANCFX).
CBAAX is managed by American Funds. It was launched on May 17, 2012. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
CBAAX vs. ANCFX - Performance Comparison
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CBAAX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CBAAX American Funds Moderate Growth and Income Portfolio | -3.12% | 16.62% | 11.27% | 13.82% | -13.58% | 13.79% | 13.20% | 19.42% | -4.63% | 16.65% |
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% | 22.80% |
Returns By Period
In the year-to-date period, CBAAX achieves a -3.12% return, which is significantly higher than ANCFX's -6.13% return. Over the past 10 years, CBAAX has underperformed ANCFX with an annualized return of 8.25%, while ANCFX has yielded a comparatively higher 12.92% annualized return.
CBAAX
- 1D
- -0.10%
- 1M
- -7.18%
- YTD
- -3.12%
- 6M
- -0.42%
- 1Y
- 12.55%
- 3Y*
- 11.41%
- 5Y*
- 6.38%
- 10Y*
- 8.25%
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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CBAAX vs. ANCFX - Expense Ratio Comparison
CBAAX has a 0.35% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
CBAAX vs. ANCFX — Risk / Return Rank
CBAAX
ANCFX
CBAAX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Moderate Growth and Income Portfolio (CBAAX) 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.
| CBAAX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.16 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.75 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.25 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.61 | -0.07 |
Martin ratioReturn relative to average drawdown | 6.65 | 7.19 | -0.54 |
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
| CBAAX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.16 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.70 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.73 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.61 | +0.23 |
Correlation
The correlation between CBAAX and ANCFX 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
CBAAX vs. ANCFX - Dividend Comparison
CBAAX's dividend yield for the trailing twelve months is around 5.99%, less than ANCFX's 9.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBAAX American Funds Moderate Growth and Income Portfolio | 5.99% | 5.81% | 3.56% | 2.26% | 5.97% | 4.95% | 2.54% | 3.80% | 4.65% | 3.43% | 3.59% | 3.59% |
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
CBAAX vs. ANCFX - Drawdown Comparison
The maximum CBAAX drawdown since its inception was -23.16%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for CBAAX and ANCFX.
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Drawdown Indicators
| CBAAX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.16% | -53.29% | +30.13% |
Max Drawdown (1Y)Largest decline over 1 year | -7.62% | -11.35% | +3.73% |
Max Drawdown (5Y)Largest decline over 5 years | -20.72% | -25.07% | +4.35% |
Max Drawdown (10Y)Largest decline over 10 years | -23.16% | -33.93% | +10.77% |
Current DrawdownCurrent decline from peak | -7.31% | -10.66% | +3.35% |
Average DrawdownAverage peak-to-trough decline | -2.96% | -7.34% | +4.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.77% | 2.54% | -0.77% |
Volatility
CBAAX vs. ANCFX - Volatility Comparison
The current volatility for American Funds Moderate Growth and Income Portfolio (CBAAX) is 3.42%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 4.98%. This indicates that CBAAX 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
| CBAAX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 4.98% | -1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 6.38% | 10.64% | -4.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.53% | 17.94% | -7.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.31% | 16.67% | -6.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.76% | 17.65% | -6.89% |