FINFX vs. PRWCX
Compare and contrast key facts about American Funds Fundamental Investors® Class F-2 (FINFX) and T. Rowe Price Capital Appreciation Fund (PRWCX).
FINFX is managed by American Funds. It was launched on Aug 1, 1978. PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FINFX or PRWCX.
Key characteristics
| FINFX | PRWCX | |
|---|---|---|
| YTD Return | 23.97% | 13.98% |
| 1Y Return | 33.15% | 20.62% |
| 3Y Return (Ann) | 9.47% | 6.30% |
| 5Y Return (Ann) | 13.98% | 11.41% |
| 10Y Return (Ann) | 12.53% | 10.76% |
| Sharpe Ratio | 2.54 | 2.76 |
| Sortino Ratio | 3.40 | 3.83 |
| Omega Ratio | 1.46 | 1.52 |
| Calmar Ratio | 4.00 | 6.16 |
| Martin Ratio | 17.49 | 22.09 |
| Ulcer Index | 1.91% | 0.93% |
| Daily Std Dev | 13.13% | 7.45% |
| Max Drawdown | -46.07% | -41.77% |
| Current Drawdown | -1.71% | -0.74% |
Correlation
The correlation between FINFX and PRWCX is 0.93, 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.
Performance
FINFX vs. PRWCX - Performance Comparison
In the year-to-date period, FINFX achieves a 23.97% return, which is significantly higher than PRWCX's 13.98% return. Over the past 10 years, FINFX has outperformed PRWCX with an annualized return of 12.53%, while PRWCX has yielded a comparatively lower 10.76% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FINFX vs. PRWCX - Expense Ratio Comparison
FINFX has a 0.39% expense ratio, which is lower than PRWCX's 0.68% expense ratio.
Risk-Adjusted Performance
FINFX vs. PRWCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors® Class F-2 (FINFX) and T. Rowe Price Capital Appreciation Fund (PRWCX). 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.
Dividends
FINFX vs. PRWCX - Dividend Comparison
FINFX's dividend yield for the trailing twelve months is around 1.14%, less than PRWCX's 1.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | 1.14% | 1.38% | 1.83% | 1.45% | 1.68% | 1.71% | 2.12% | 1.64% | 1.79% | 3.22% | 10.13% | 3.70% |
PRWCX T. Rowe Price Capital Appreciation Fund | 1.85% | 2.11% | 1.57% | 0.95% | 1.17% | 1.54% | 2.53% | 1.31% | 1.57% | 1.52% | 1.42% | 1.13% |
Drawdowns
FINFX vs. PRWCX - Drawdown Comparison
The maximum FINFX drawdown since its inception was -46.07%, which is greater than PRWCX's maximum drawdown of -41.77%. Use the drawdown chart below to compare losses from any high point for FINFX and PRWCX. For additional features, visit the drawdowns tool.
Volatility
FINFX vs. PRWCX - Volatility Comparison
American Funds Fundamental Investors® Class F-2 (FINFX) has a higher volatility of 3.49% compared to T. Rowe Price Capital Appreciation Fund (PRWCX) at 2.36%. This indicates that FINFX's price experiences larger fluctuations and is considered to be riskier than PRWCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.