NDARX vs. ANCFX
Compare and contrast key facts about American Funds Retirement Income Portfolio - Enhanced (NDARX) and American Funds Fundamental Investors Class A (ANCFX).
NDARX is managed by American Funds. It was launched on Aug 27, 2015. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
NDARX vs. ANCFX - Performance Comparison
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NDARX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NDARX American Funds Retirement Income Portfolio - Enhanced | -0.59% | 17.21% | 11.68% | 12.03% | -10.98% | 15.09% | 7.10% | 17.88% | -4.99% | 13.62% |
ANCFX American Funds Fundamental Investors Class A | -3.35% | 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, NDARX achieves a -0.59% return, which is significantly higher than ANCFX's -3.35% return. Over the past 10 years, NDARX has underperformed ANCFX with an annualized return of 7.91%, while ANCFX has yielded a comparatively higher 13.25% annualized return.
NDARX
- 1D
- 1.62%
- 1M
- -4.80%
- YTD
- -0.59%
- 6M
- 1.78%
- 1Y
- 13.91%
- 3Y*
- 12.31%
- 5Y*
- 7.28%
- 10Y*
- 7.91%
ANCFX
- 1D
- 2.96%
- 1M
- -7.05%
- YTD
- -3.35%
- 6M
- 0.12%
- 1Y
- 23.25%
- 3Y*
- 20.52%
- 5Y*
- 11.90%
- 10Y*
- 13.25%
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NDARX vs. ANCFX - Expense Ratio Comparison
NDARX has a 0.34% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
NDARX vs. ANCFX — Risk / Return Rank
NDARX
ANCFX
NDARX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Retirement Income Portfolio - Enhanced (NDARX) 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.
| NDARX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 1.33 | +0.14 |
Sortino ratioReturn per unit of downside risk | 2.06 | 2.00 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.28 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 2.13 | -0.17 |
Martin ratioReturn relative to average drawdown | 8.65 | 9.34 | -0.70 |
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
| NDARX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 1.33 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.72 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.75 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.62 | +0.18 |
Correlation
The correlation between NDARX and ANCFX 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.
Dividends
NDARX vs. ANCFX - Dividend Comparison
NDARX's dividend yield for the trailing twelve months is around 5.27%, less than ANCFX's 8.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NDARX American Funds Retirement Income Portfolio - Enhanced | 5.27% | 5.78% | 3.07% | 3.37% | 5.60% | 4.29% | 2.91% | 4.03% | 4.29% | 2.68% | 2.86% | 0.00% |
ANCFX American Funds Fundamental Investors Class A | 8.85% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
NDARX vs. ANCFX - Drawdown Comparison
The maximum NDARX drawdown since its inception was -23.62%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for NDARX and ANCFX.
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Drawdown Indicators
| NDARX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.62% | -53.29% | +29.67% |
Max Drawdown (1Y)Largest decline over 1 year | -7.46% | -11.35% | +3.89% |
Max Drawdown (5Y)Largest decline over 5 years | -18.37% | -25.07% | +6.70% |
Max Drawdown (10Y)Largest decline over 10 years | -23.62% | -33.93% | +10.31% |
Current DrawdownCurrent decline from peak | -5.28% | -8.02% | +2.74% |
Average DrawdownAverage peak-to-trough decline | -3.13% | -7.34% | +4.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.68% | 2.59% | -0.91% |
Volatility
NDARX vs. ANCFX - Volatility Comparison
The current volatility for American Funds Retirement Income Portfolio - Enhanced (NDARX) is 3.75%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 6.04%. This indicates that NDARX 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
| NDARX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | 6.04% | -2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 5.99% | 11.03% | -5.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.80% | 18.13% | -8.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.45% | 16.72% | -7.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.19% | 17.67% | -7.48% |