CTHAX vs. ANCFX
Compare and contrast key facts about American Funds College 2030 Fund (CTHAX) and American Funds Fundamental Investors Class A (ANCFX).
CTHAX is managed by American Funds. It was launched on Sep 13, 2012. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
CTHAX vs. ANCFX - Performance Comparison
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CTHAX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CTHAX American Funds College 2030 Fund | -1.09% | 11.55% | 7.66% | 9.26% | -11.69% | 9.28% | 10.86% | 16.63% | -3.63% | 15.27% |
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, CTHAX achieves a -1.09% return, which is significantly higher than ANCFX's -6.13% return. Over the past 10 years, CTHAX has underperformed ANCFX with an annualized return of 6.57%, while ANCFX has yielded a comparatively higher 12.92% annualized return.
CTHAX
- 1D
- 0.29%
- 1M
- -3.75%
- YTD
- -1.09%
- 6M
- 0.61%
- 1Y
- 7.77%
- 3Y*
- 8.00%
- 5Y*
- 4.22%
- 10Y*
- 6.57%
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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CTHAX vs. ANCFX - Expense Ratio Comparison
CTHAX has a 0.41% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
CTHAX vs. ANCFX — Risk / Return Rank
CTHAX
ANCFX
CTHAX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds College 2030 Fund (CTHAX) 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.
| CTHAX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 1.16 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.93 | 1.75 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.25 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 1.61 | +0.32 |
Martin ratioReturn relative to average drawdown | 7.67 | 7.19 | +0.48 |
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
| CTHAX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 1.16 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.70 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.73 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.61 | +0.21 |
Correlation
The correlation between CTHAX and ANCFX is 0.88, 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
CTHAX vs. ANCFX - Dividend Comparison
CTHAX's dividend yield for the trailing twelve months is around 5.61%, less than ANCFX's 9.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTHAX American Funds College 2030 Fund | 5.61% | 5.55% | 3.94% | 2.98% | 4.05% | 12.40% | 5.63% | 4.55% | 6.43% | 3.74% | 4.26% | 4.01% |
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
CTHAX vs. ANCFX - Drawdown Comparison
The maximum CTHAX drawdown since its inception was -17.17%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for CTHAX and ANCFX.
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Drawdown Indicators
| CTHAX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.17% | -53.29% | +36.12% |
Max Drawdown (1Y)Largest decline over 1 year | -4.11% | -11.35% | +7.24% |
Max Drawdown (5Y)Largest decline over 5 years | -17.11% | -25.07% | +7.96% |
Max Drawdown (10Y)Largest decline over 10 years | -17.17% | -33.93% | +16.76% |
Current DrawdownCurrent decline from peak | -3.75% | -10.66% | +6.91% |
Average DrawdownAverage peak-to-trough decline | -2.83% | -7.34% | +4.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 2.54% | -1.51% |
Volatility
CTHAX vs. ANCFX - Volatility Comparison
The current volatility for American Funds College 2030 Fund (CTHAX) is 1.94%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 4.98%. This indicates that CTHAX 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
| CTHAX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.94% | 4.98% | -3.04% |
Volatility (6M)Calculated over the trailing 6-month period | 3.14% | 10.64% | -7.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.66% | 17.94% | -12.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.75% | 16.67% | -9.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.87% | 17.65% | -9.78% |