MIEYX vs. ANCFX
Compare and contrast key facts about MM S&P 500 Index Fund (MIEYX) and American Funds Fundamental Investors Class A (ANCFX).
MIEYX is a passively managed fund by MassMutual that tracks the performance of the S&P 500 Index. It was launched on Feb 27, 1998. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
MIEYX vs. ANCFX - Performance Comparison
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MIEYX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIEYX MM S&P 500 Index Fund | -7.16% | 17.27% | 24.36% | 25.76% | -18.63% | 28.02% | 17.87% | 30.98% | -5.26% | 18.90% |
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, MIEYX achieves a -7.16% return, which is significantly lower than ANCFX's -6.13% return. Both investments have delivered pretty close results over the past 10 years, with MIEYX having a 12.71% annualized return and ANCFX not far ahead at 12.92%.
MIEYX
- 1D
- -0.38%
- 1M
- -7.69%
- YTD
- -7.16%
- 6M
- -4.84%
- 1Y
- 13.91%
- 3Y*
- 16.63%
- 5Y*
- 10.82%
- 10Y*
- 12.71%
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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MIEYX vs. ANCFX - Expense Ratio Comparison
MIEYX has a 0.46% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
MIEYX vs. ANCFX — Risk / Return Rank
MIEYX
ANCFX
MIEYX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MM S&P 500 Index Fund (MIEYX) 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.
| MIEYX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.16 | -0.35 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.75 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.25 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 1.61 | -0.60 |
Martin ratioReturn relative to average drawdown | 4.87 | 7.19 | -2.33 |
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
| MIEYX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.16 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.70 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.73 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.61 | -0.25 |
Correlation
The correlation between MIEYX and ANCFX is 0.95, 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
MIEYX vs. ANCFX - Dividend Comparison
MIEYX's dividend yield for the trailing twelve months is around 18.99%, more than ANCFX's 9.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIEYX MM S&P 500 Index Fund | 18.99% | 17.63% | 32.89% | 7.13% | 33.24% | 13.29% | 16.29% | 6.38% | 19.14% | 21.81% | 4.19% | 2.29% |
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
MIEYX vs. ANCFX - Drawdown Comparison
The maximum MIEYX drawdown since its inception was -55.63%, roughly equal to the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for MIEYX and ANCFX.
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Drawdown Indicators
| MIEYX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.63% | -53.29% | -2.34% |
Max Drawdown (1Y)Largest decline over 1 year | -12.18% | -11.35% | -0.83% |
Max Drawdown (5Y)Largest decline over 5 years | -36.63% | -25.07% | -11.56% |
Max Drawdown (10Y)Largest decline over 10 years | -36.63% | -33.93% | -2.70% |
Current DrawdownCurrent decline from peak | -18.72% | -10.66% | -8.06% |
Average DrawdownAverage peak-to-trough decline | -12.60% | -7.34% | -5.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 2.54% | -0.03% |
Volatility
MIEYX vs. ANCFX - Volatility Comparison
The current volatility for MM S&P 500 Index Fund (MIEYX) is 4.26%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 4.98%. This indicates that MIEYX 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
| MIEYX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.26% | 4.98% | -0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 9.09% | 10.64% | -1.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 17.94% | +0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.48% | 16.67% | +8.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.54% | 17.65% | +4.89% |