NFFFX vs. ANCFX
Compare and contrast key facts about American Funds New World Fund (NFFFX) and American Funds Fundamental Investors Class A (ANCFX).
NFFFX is managed by American Funds. It was launched on Jun 17, 1999. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
NFFFX vs. ANCFX - Performance Comparison
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NFFFX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NFFFX American Funds New World Fund | -4.01% | 28.52% | 6.78% | 16.11% | -21.86% | 4.98% | 25.17% | 27.89% | -12.08% | 32.92% |
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, NFFFX achieves a -4.01% return, which is significantly higher than ANCFX's -6.13% return. Over the past 10 years, NFFFX has underperformed ANCFX with an annualized return of 9.36%, while ANCFX has yielded a comparatively higher 12.92% annualized return.
NFFFX
- 1D
- -0.62%
- 1M
- -11.95%
- YTD
- -4.01%
- 6M
- 0.11%
- 1Y
- 21.35%
- 3Y*
- 12.78%
- 5Y*
- 4.48%
- 10Y*
- 9.36%
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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NFFFX vs. ANCFX - Expense Ratio Comparison
NFFFX has a 0.68% expense ratio, which is higher than ANCFX's 0.59% expense ratio.
Return for Risk
NFFFX vs. ANCFX — Risk / Return Rank
NFFFX
ANCFX
NFFFX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New World Fund (NFFFX) 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.
| NFFFX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 1.16 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.75 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.25 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.61 | -0.17 |
Martin ratioReturn relative to average drawdown | 6.10 | 7.19 | -1.09 |
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
| NFFFX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.16 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.70 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.73 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.61 | -0.28 |
Correlation
The correlation between NFFFX and ANCFX is 0.86, 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
NFFFX vs. ANCFX - Dividend Comparison
NFFFX's dividend yield for the trailing twelve months is around 6.26%, less than ANCFX's 9.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NFFFX American Funds New World Fund | 6.26% | 6.01% | 4.01% | 2.78% | 1.21% | 7.23% | 0.35% | 3.95% | 2.62% | 2.17% | 1.28% | 0.94% |
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
NFFFX vs. ANCFX - Drawdown Comparison
The maximum NFFFX drawdown since its inception was -50.17%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for NFFFX and ANCFX.
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Drawdown Indicators
| NFFFX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.17% | -53.29% | +3.12% |
Max Drawdown (1Y)Largest decline over 1 year | -13.01% | -11.35% | -1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -33.48% | -25.07% | -8.41% |
Max Drawdown (10Y)Largest decline over 10 years | -33.48% | -33.93% | +0.45% |
Current DrawdownCurrent decline from peak | -13.01% | -10.66% | -2.35% |
Average DrawdownAverage peak-to-trough decline | -9.89% | -7.34% | -2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 2.54% | +0.52% |
Volatility
NFFFX vs. ANCFX - Volatility Comparison
American Funds New World Fund (NFFFX) has a higher volatility of 6.38% compared to American Funds Fundamental Investors Class A (ANCFX) at 4.98%. This indicates that NFFFX's price experiences larger fluctuations and is considered to be riskier 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
| NFFFX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.38% | 4.98% | +1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 10.73% | 10.64% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.45% | 17.94% | -2.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.12% | 16.67% | -1.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.96% | 17.65% | -1.69% |