DHAMX vs. AFIFX

Last updated Jun 24, 2026

DHAMX (Centre American Select Equity Fund) and AFIFX (American Funds Fundamental Investors Class F-1) are both Large Cap Blend Equities funds. Over the past 10 years, DHAMX returned 14.86%/yr vs 15.11%/yr for AFIFX. Their correlation of 0.88 suggests significant overlap in exposure. DHAMX charges 1.46%/yr vs 0.64%/yr for AFIFX.

Performance

DHAMX vs. AFIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Centre American Select Equity Fund (DHAMX) and American Funds Fundamental Investors Class F-1 (AFIFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DHAMX achieves a 24.16% return, which is significantly higher than AFIFX's 14.21% return. Both investments have delivered pretty close results over the past 10 years, with DHAMX having a 14.86% annualized return and AFIFX not far ahead at 15.11%.

DHAMX

• 1D: 0.79%
• 1M: 2.98%
• YTD: 24.16%
• 6M: 22.60%
• 1Y: 47.33%
• 3Y*: 16.22%
• 5Y*: 12.92%
• 10Y*: 14.86%

AFIFX

• 1D: -0.55%
• 1M: 1.89%
• YTD: 14.21%
• 6M: 13.88%
• 1Y: 31.41%
• 3Y*: 25.18%
• 5Y*: 14.56%
• 10Y*: 15.11%

*Multi-year figures are annualized to reflect compound growth (CAGR)

DHAMX vs. AFIFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DHAMX Centre American Select Equity Fund	24.16%	19.37%	1.33%	14.91%	-3.34%	27.41%	30.79%	16.38%	-3.82%	25.26%
AFIFX American Funds Fundamental Investors Class F-1	14.21%	24.12%	22.68%	25.78%	-16.69%	22.36%	14.85%	27.00%	-8.19%	22.70%

Correlation

The correlation between DHAMX and AFIFX is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.74
Correlation (3Y) Calculated over the trailing 3-year period	0.80
Correlation (5Y) Calculated over the trailing 5-year period	0.82
Correlation (10Y) Calculated over the trailing 10-year period	0.86
Correlation (All Time) Calculated using the full available price history since Dec 22, 2011	0.88

The correlation between DHAMX and AFIFX shifts across timeframes, from 0.74 (1 year) to 0.88 (all time), reflecting how their relationship changes across market environments.

Return for Risk

DHAMX vs. AFIFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DHAMX

DHAMX Risk / Return Rank: 91
DHAMX Sharpe Ratio Rank: 94
DHAMX Sortino Ratio Rank: 89
DHAMX Omega Ratio Rank: 84
DHAMX Calmar Ratio Rank: 93
DHAMX Martin Ratio Rank: 93

AFIFX

AFIFX Risk / Return Rank: 68
AFIFX Sharpe Ratio Rank: 68
AFIFX Sortino Ratio Rank: 61
AFIFX Omega Ratio Rank: 62
AFIFX Calmar Ratio Rank: 69
AFIFX Martin Ratio Rank: 79

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DHAMX vs. AFIFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Centre American Select Equity Fund (DHAMX) and American Funds Fundamental Investors Class F-1 (AFIFX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	DHAMX	AFIFX	Difference
Sharpe ratio: Return per unit of total volatility	3.02	2.22	+0.80
Sortino ratio: Return per unit of downside risk	4.04	2.99	+1.04
Omega ratio: Gain probability vs. loss probability	1.52	1.40	+0.12
Calmar ratio: Return relative to maximum drawdown	4.93	3.04	+1.89
Martin ratio: Return relative to average drawdown	17.95	13.69	+4.27

DHAMX vs. AFIFX - Sharpe Ratio Comparison

The current DHAMX Sharpe Ratio is 3.02, which is higher than the AFIFX Sharpe Ratio of 2.22. The chart below compares the historical Sharpe Ratios of DHAMX and AFIFX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

DHAMX vs. AFIFX - Drawdown Comparison

The maximum DHAMX drawdown since its inception was -28.47%, smaller than the maximum AFIFX drawdown of -53.25%. Use the drawdown chart below to compare losses from any high point for DHAMX and AFIFX.

Drawdown Indicators

	DHAMX	AFIFX	Difference
Max Drawdown Largest peak-to-trough decline	-28.47%	-53.25%	+24.78%
Max Drawdown (1Y) Largest decline over 1 year	-9.84%	-10.67%	+0.83%
Max Drawdown (3Y) Largest decline over 3 years	-28.47%	-17.99%	-10.48%
Max Drawdown (5Y) Largest decline over 5 years	-28.47%	-25.11%	-3.36%
Max Drawdown (10Y) Largest decline over 10 years	-28.47%	-33.92%	+5.45%
Current Drawdown Current decline from peak	-0.24%	-0.78%	+0.54%
Average Drawdown Average peak-to-trough decline	-4.15%	-7.36%	+3.21%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.70%	2.37%	+0.33%

Volatility

DHAMX vs. AFIFX - Volatility Comparison

Centre American Select Equity Fund (DHAMX) and American Funds Fundamental Investors Class F-1 (AFIFX) have volatilities of 5.86% and 5.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DHAMX	AFIFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.86%	5.60%	+0.26%
Volatility (6M) Calculated over the trailing 6-month period	12.47%	11.71%	+0.76%
Volatility (1Y) Calculated over the trailing 1-year period	16.09%	14.64%	+1.45%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.73%	16.94%	+0.79%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.43%	17.79%	-0.36%

DHAMX vs. AFIFX - Expense Ratio Comparison

DHAMX has a 1.46% expense ratio, which is higher than AFIFX's 0.64% expense ratio.

Dividends

DHAMX vs. AFIFX - Dividend Comparison

DHAMX's dividend yield for the trailing twelve months is around 29.04%, more than AFIFX's 7.24% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AFIFX American Funds Fundamental Investors Class F-1	7.24%	8.48%	8.84%	5.76%	4.92%	10.91%	2.57%	6.86%	9.21%	7.21%	4.65%	6.01%
DHAMX Centre American Select Equity Fund	29.04%	36.05%	0.00%	2.58%	1.37%	16.31%	4.52%	9.94%	22.37%	13.14%	3.57%	11.03%

Frequently Asked Questions

Can I hold both DHAMX and AFIFX in my portfolio?

DHAMX and AFIFX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DHAMX or AFIFX?

DHAMX has higher volatility (5.86%) compared to AFIFX (5.60%). In terms of maximum drawdown, DHAMX dropped -28.47% vs AFIFX's -53.25%.

Which has better risk-adjusted returns?

DHAMX currently has the higher Sharpe Ratio (3.02 vs 2.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.