CPPAX vs. ANCFX
Compare and contrast key facts about American Funds Preservation Portfolio (CPPAX) and American Funds Fundamental Investors Class A (ANCFX).
CPPAX is managed by American Funds. It was launched on May 18, 2012. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
CPPAX vs. ANCFX - Performance Comparison
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CPPAX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPPAX American Funds Preservation Portfolio | -0.39% | 5.51% | 3.66% | 4.09% | -6.14% | -0.62% | 5.84% | 3.92% | 0.89% | 0.96% |
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, CPPAX achieves a -0.39% return, which is significantly higher than ANCFX's -6.13% return. Over the past 10 years, CPPAX has underperformed ANCFX with an annualized return of 1.68%, while ANCFX has yielded a comparatively higher 12.92% annualized return.
CPPAX
- 1D
- 0.32%
- 1M
- -1.25%
- YTD
- -0.39%
- 6M
- 0.66%
- 1Y
- 3.34%
- 3Y*
- 3.63%
- 5Y*
- 1.31%
- 10Y*
- 1.68%
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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CPPAX vs. ANCFX - Expense Ratio Comparison
CPPAX has a 0.61% expense ratio, which is higher than ANCFX's 0.59% expense ratio.
Return for Risk
CPPAX vs. ANCFX — Risk / Return Rank
CPPAX
ANCFX
CPPAX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Preservation Portfolio (CPPAX) 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.
| CPPAX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 1.16 | +0.36 |
Sortino ratioReturn per unit of downside risk | 2.27 | 1.75 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.25 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.26 | 1.61 | +0.66 |
Martin ratioReturn relative to average drawdown | 10.17 | 7.19 | +2.98 |
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
| CPPAX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 1.16 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.70 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.73 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.61 | +0.04 |
Correlation
The correlation between CPPAX and ANCFX is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
CPPAX vs. ANCFX - Dividend Comparison
CPPAX's dividend yield for the trailing twelve months is around 3.53%, less than ANCFX's 9.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPPAX American Funds Preservation Portfolio | 3.53% | 3.56% | 4.03% | 3.24% | 2.02% | 0.95% | 2.32% | 1.91% | 1.59% | 1.06% | 1.26% | 1.11% |
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
CPPAX vs. ANCFX - Drawdown Comparison
The maximum CPPAX drawdown since its inception was -8.59%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for CPPAX and ANCFX.
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Drawdown Indicators
| CPPAX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.59% | -53.29% | +44.70% |
Max Drawdown (1Y)Largest decline over 1 year | -1.67% | -11.35% | +9.68% |
Max Drawdown (5Y)Largest decline over 5 years | -8.57% | -25.07% | +16.50% |
Max Drawdown (10Y)Largest decline over 10 years | -8.59% | -33.93% | +25.34% |
Current DrawdownCurrent decline from peak | -1.25% | -10.66% | +9.41% |
Average DrawdownAverage peak-to-trough decline | -1.31% | -7.34% | +6.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.37% | 2.54% | -2.17% |
Volatility
CPPAX vs. ANCFX - Volatility Comparison
The current volatility for American Funds Preservation Portfolio (CPPAX) is 0.94%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 4.98%. This indicates that CPPAX 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
| CPPAX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.94% | 4.98% | -4.04% |
Volatility (6M)Calculated over the trailing 6-month period | 1.36% | 10.64% | -9.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.31% | 17.94% | -15.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.04% | 16.67% | -13.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.48% | 17.65% | -15.17% |