CCFAX vs. ANCFX
Compare and contrast key facts about American Funds College 2036 Fund (CCFAX) and American Funds Fundamental Investors Class A (ANCFX).
CCFAX is managed by American Funds. It was launched on Feb 8, 2018. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
CCFAX vs. ANCFX - Performance Comparison
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CCFAX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CCFAX American Funds College 2036 Fund | -1.75% | 16.36% | 13.70% | 19.10% | -18.41% | 12.44% | 16.77% | 22.43% | -9.10% |
ANCFX American Funds Fundamental Investors Class A | -3.35% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.95% |
Returns By Period
In the year-to-date period, CCFAX achieves a -1.75% return, which is significantly higher than ANCFX's -3.35% return.
CCFAX
- 1D
- 1.74%
- 1M
- -4.47%
- YTD
- -1.75%
- 6M
- 0.25%
- 1Y
- 14.23%
- 3Y*
- 13.53%
- 5Y*
- 6.50%
- 10Y*
- —
ANCFX
- 1D
- 2.96%
- 1M
- -7.05%
- YTD
- -3.35%
- 6M
- 0.12%
- 1Y
- 23.25%
- 3Y*
- 20.52%
- 5Y*
- 11.90%
- 10Y*
- 13.25%
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CCFAX vs. ANCFX - Expense Ratio Comparison
CCFAX has a 0.43% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
CCFAX vs. ANCFX — Risk / Return Rank
CCFAX
ANCFX
CCFAX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds College 2036 Fund (CCFAX) 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.
| CCFAX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.33 | +0.05 |
Sortino ratioReturn per unit of downside risk | 2.03 | 2.00 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.28 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 2.13 | -0.23 |
Martin ratioReturn relative to average drawdown | 8.46 | 9.34 | -0.88 |
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
| CCFAX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.33 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.72 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.62 | -0.03 |
Correlation
The correlation between CCFAX and ANCFX is 0.97, 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
CCFAX vs. ANCFX - Dividend Comparison
CCFAX's dividend yield for the trailing twelve months is around 7.23%, less than ANCFX's 8.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCFAX American Funds College 2036 Fund | 7.23% | 7.10% | 5.41% | 1.75% | 4.66% | 7.82% | 4.37% | 2.61% | 1.20% | 0.00% | 0.00% | 0.00% |
ANCFX American Funds Fundamental Investors Class A | 8.85% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
CCFAX vs. ANCFX - Drawdown Comparison
The maximum CCFAX drawdown since its inception was -25.80%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for CCFAX and ANCFX.
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Drawdown Indicators
| CCFAX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.80% | -53.29% | +27.49% |
Max Drawdown (1Y)Largest decline over 1 year | -7.73% | -11.35% | +3.62% |
Max Drawdown (5Y)Largest decline over 5 years | -25.34% | -25.07% | -0.27% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.93% | — |
Current DrawdownCurrent decline from peak | -5.01% | -8.02% | +3.01% |
Average DrawdownAverage peak-to-trough decline | -5.27% | -7.34% | +2.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 2.59% | -0.85% |
Volatility
CCFAX vs. ANCFX - Volatility Comparison
The current volatility for American Funds College 2036 Fund (CCFAX) is 3.77%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 6.04%. This indicates that CCFAX 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
| CCFAX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.77% | 6.04% | -2.27% |
Volatility (6M)Calculated over the trailing 6-month period | 6.24% | 11.03% | -4.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.68% | 18.13% | -7.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.52% | 16.72% | -5.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.41% | 17.67% | -4.26% |