FINFX vs. ANCFX
Compare and contrast key facts about American Funds Fundamental Investors® Class F-2 (FINFX) and American Funds Fundamental Investors Class A (ANCFX).
FINFX is managed by American Funds. It was launched on Aug 1, 1978. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
FINFX vs. ANCFX - Performance Comparison
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FINFX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | -6.09% | 24.44% | 22.98% | 26.14% | -16.47% | 22.68% | 15.16% | 27.34% | -7.96% | 23.00% |
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
The year-to-date returns for both stocks are quite close, with FINFX having a -6.09% return and ANCFX slightly lower at -6.13%. Both investments have delivered pretty close results over the past 10 years, with FINFX having a 13.15% annualized return and ANCFX not far behind at 12.92%.
FINFX
- 1D
- -0.64%
- 1M
- -9.88%
- YTD
- -6.09%
- 6M
- -2.00%
- 1Y
- 20.68%
- 3Y*
- 19.59%
- 5Y*
- 11.80%
- 10Y*
- 13.15%
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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FINFX vs. ANCFX - Expense Ratio Comparison
FINFX has a 0.39% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
FINFX vs. ANCFX — Risk / Return Rank
FINFX
ANCFX
FINFX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors® Class F-2 (FINFX) 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.
| FINFX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.16 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.75 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.25 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 1.61 | +0.02 |
Martin ratioReturn relative to average drawdown | 7.29 | 7.19 | +0.10 |
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
| FINFX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.16 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.70 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.73 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.61 | -0.06 |
Correlation
The correlation between FINFX and ANCFX is 1.00, 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
FINFX vs. ANCFX - Dividend Comparison
FINFX's dividend yield for the trailing twelve months is around 9.32%, more than ANCFX's 9.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | 9.32% | 8.73% | 9.11% | 6.01% | 5.21% | 11.19% | 2.81% | 7.11% | 9.54% | 7.46% | 4.91% | 6.29% |
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
FINFX vs. ANCFX - Drawdown Comparison
The maximum FINFX drawdown since its inception was -46.54%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for FINFX and ANCFX.
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Drawdown Indicators
| FINFX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.54% | -53.29% | +6.75% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -11.35% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -24.95% | -25.07% | +0.12% |
Max Drawdown (10Y)Largest decline over 10 years | -33.91% | -33.93% | +0.02% |
Current DrawdownCurrent decline from peak | -10.64% | -10.66% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -6.04% | -7.34% | +1.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.54% | -0.01% |
Volatility
FINFX vs. ANCFX - Volatility Comparison
American Funds Fundamental Investors® Class F-2 (FINFX) and American Funds Fundamental Investors Class A (ANCFX) have volatilities of 4.98% and 4.98%, 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.
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Volatility by Period
| FINFX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 4.98% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 10.65% | 10.64% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.95% | 17.94% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 16.67% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.65% | 17.65% | 0.00% |