GXXIX vs. RFNGX
Compare and contrast key facts about abrdn U.S. Sustainable Leaders Fund (GXXIX) and American Funds Fundamental Investors Fund Class R6 (RFNGX).
GXXIX is managed by Aberdeen. It was launched on Jun 30, 2000. RFNGX is an actively managed fund by Capital Group. It was launched on May 1, 2009.
Performance
GXXIX vs. RFNGX - Performance Comparison
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GXXIX vs. RFNGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GXXIX abrdn U.S. Sustainable Leaders Fund | -7.53% | 3.82% | 10.11% | 15.19% | -26.55% | 81.37% | 29.56% | 36.96% | -6.73% | 20.42% |
RFNGX American Funds Fundamental Investors Fund Class R6 | -3.28% | 24.58% | 22.77% | 26.25% | -16.38% | 22.83% | 13.72% | 27.48% | -7.09% | 23.15% |
Returns By Period
In the year-to-date period, GXXIX achieves a -7.53% return, which is significantly lower than RFNGX's -3.28% return. Both investments have delivered pretty close results over the past 10 years, with GXXIX having a 13.33% annualized return and RFNGX not far ahead at 13.51%.
GXXIX
- 1D
- 2.82%
- 1M
- -5.54%
- YTD
- -7.53%
- 6M
- -7.78%
- 1Y
- 2.72%
- 3Y*
- 5.62%
- 5Y*
- 9.27%
- 10Y*
- 13.33%
RFNGX
- 1D
- 2.96%
- 1M
- -7.03%
- YTD
- -3.28%
- 6M
- 0.26%
- 1Y
- 23.62%
- 3Y*
- 20.77%
- 5Y*
- 12.19%
- 10Y*
- 13.51%
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GXXIX vs. RFNGX - Expense Ratio Comparison
GXXIX has a 0.97% expense ratio, which is higher than RFNGX's 0.28% expense ratio.
Return for Risk
GXXIX vs. RFNGX — Risk / Return Rank
GXXIX
RFNGX
GXXIX vs. RFNGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn U.S. Sustainable Leaders Fund (GXXIX) and American Funds Fundamental Investors Fund Class R6 (RFNGX). 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.
| GXXIX | RFNGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.19 | 1.35 | -1.16 |
Sortino ratioReturn per unit of downside risk | 0.40 | 2.02 | -1.62 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.28 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.31 | 2.16 | -1.86 |
Martin ratioReturn relative to average drawdown | 1.15 | 9.52 | -8.37 |
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
| GXXIX | RFNGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.19 | 1.35 | -1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.73 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.77 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.74 | -0.13 |
Correlation
The correlation between GXXIX and RFNGX is 0.92, 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
GXXIX vs. RFNGX - Dividend Comparison
GXXIX's dividend yield for the trailing twelve months is around 2.48%, less than RFNGX's 9.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GXXIX abrdn U.S. Sustainable Leaders Fund | 2.48% | 2.30% | 0.00% | 0.28% | 0.39% | 59.39% | 14.10% | 9.76% | 12.93% | 10.11% | 12.20% | 5.82% |
RFNGX American Funds Fundamental Investors Fund Class R6 | 9.15% | 8.82% | 8.91% | 6.10% | 5.33% | 11.29% | 1.77% | 7.21% | 10.67% | 7.56% | 5.01% | 6.01% |
Drawdowns
GXXIX vs. RFNGX - Drawdown Comparison
The maximum GXXIX drawdown since its inception was -33.65%, roughly equal to the maximum RFNGX drawdown of -33.90%. Use the drawdown chart below to compare losses from any high point for GXXIX and RFNGX.
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Drawdown Indicators
| GXXIX | RFNGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.65% | -33.90% | +0.25% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -11.35% | -0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -33.65% | -24.88% | -8.77% |
Max Drawdown (10Y)Largest decline over 10 years | -33.65% | -33.90% | +0.25% |
Current DrawdownCurrent decline from peak | -10.87% | -7.98% | -2.89% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -4.05% | -2.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 2.58% | +0.56% |
Volatility
GXXIX vs. RFNGX - Volatility Comparison
The current volatility for abrdn U.S. Sustainable Leaders Fund (GXXIX) is 5.20%, while American Funds Fundamental Investors Fund Class R6 (RFNGX) has a volatility of 6.03%. This indicates that GXXIX experiences smaller price fluctuations and is considered to be less risky than RFNGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GXXIX | RFNGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 6.03% | -0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 11.04% | -1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.73% | 18.14% | -1.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.78% | 16.73% | +11.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.72% | 17.68% | +6.04% |