POGSX vs. AFIFX

Last updated Jun 23, 2026

POGSX (Pin Oak Equity) and AFIFX (American Funds Fundamental Investors Class F-1) are both Large Cap Blend Equities funds. Over the past 10 years, POGSX returned 14.08%/yr vs 14.89%/yr for AFIFX. Their correlation of 0.85 suggests significant overlap in exposure. POGSX charges 0.91%/yr vs 0.64%/yr for AFIFX.

Performance

POGSX vs. AFIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pin Oak Equity (POGSX) and American Funds Fundamental Investors Class F-1 (AFIFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, POGSX achieves a 17.12% return, which is significantly higher than AFIFX's 14.84% return. Over the past 10 years, POGSX has underperformed AFIFX with an annualized return of 14.08%, while AFIFX has yielded a comparatively higher 14.89% annualized return.

POGSX

• 1D: 0.44%
• 1M: 0.85%
• YTD: 17.12%
• 6M: 16.23%
• 1Y: 37.52%
• 3Y*: 26.39%
• 5Y*: 12.40%
• 10Y*: 14.08%

AFIFX

• 1D: 1.52%
• 1M: 2.46%
• YTD: 14.84%
• 6M: 15.13%
• 1Y: 33.05%
• 3Y*: 24.79%
• 5Y*: 15.02%
• 10Y*: 14.89%

*Multi-year figures are annualized to reflect compound growth (CAGR)

POGSX vs. AFIFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
POGSX Pin Oak Equity	17.12%	27.41%	18.99%	27.16%	-25.10%	21.42%	10.60%	27.72%	-6.15%	15.14%
AFIFX American Funds Fundamental Investors Class F-1	14.84%	24.12%	22.68%	25.78%	-16.69%	22.36%	14.85%	27.00%	-8.19%	22.70%

Correlation

The correlation between POGSX and AFIFX is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.77
Correlation (3Y) Calculated over the trailing 3-year period	0.85
Correlation (5Y) Calculated over the trailing 5-year period	0.89
Correlation (10Y) Calculated over the trailing 10-year period	0.90
Correlation (All Time) Calculated using the full available price history since Jan 2, 2002	0.86

The correlation between POGSX and AFIFX shifts across timeframes, from 0.77 (1 year) to 0.90 (10 years), reflecting how their relationship changes across market environments.

Return for Risk

POGSX vs. AFIFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

POGSX

POGSX Risk / Return Rank: 86
POGSX Sharpe Ratio Rank: 78
POGSX Sortino Ratio Rank: 89
POGSX Omega Ratio Rank: 82
POGSX Calmar Ratio Rank: 91
POGSX Martin Ratio Rank: 90

AFIFX

AFIFX Risk / Return Rank: 70
AFIFX Sharpe Ratio Rank: 71
AFIFX Sortino Ratio Rank: 63
AFIFX Omega Ratio Rank: 64
AFIFX Calmar Ratio Rank: 70
AFIFX Martin Ratio Rank: 80

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

POGSX vs. AFIFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pin Oak Equity (POGSX) and American Funds Fundamental Investors Class F-1 (AFIFX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	POGSX	AFIFX	Difference
Sharpe ratio: Return per unit of total volatility	2.37	2.26	+0.12
Sortino ratio: Return per unit of downside risk	3.97	3.03	+0.94
Omega ratio: Gain probability vs. loss probability	1.50	1.40	+0.09
Calmar ratio: Return relative to maximum drawdown	4.53	3.09	+1.44
Martin ratio: Return relative to average drawdown	16.30	13.89	+2.41

POGSX vs. AFIFX - Sharpe Ratio Comparison

The current POGSX Sharpe Ratio is 2.37, which is comparable to the AFIFX Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of POGSX and AFIFX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

POGSX vs. AFIFX - Drawdown Comparison

The maximum POGSX drawdown since its inception was -89.46%, which is greater than AFIFX's maximum drawdown of -53.25%. Use the drawdown chart below to compare losses from any high point for POGSX and AFIFX.

Drawdown Indicators

	POGSX	AFIFX	Difference
Max Drawdown Largest peak-to-trough decline	-89.46%	-53.25%	-36.21%
Max Drawdown (1Y) Largest decline over 1 year	-8.03%	-10.67%	+2.64%
Max Drawdown (3Y) Largest decline over 3 years	-15.76%	-17.99%	+2.23%
Max Drawdown (5Y) Largest decline over 5 years	-29.81%	-25.11%	-4.70%
Max Drawdown (10Y) Largest decline over 10 years	-33.05%	-33.92%	+0.87%
Current Drawdown Current decline from peak	-0.77%	-0.23%	-0.54%
Average Drawdown Average peak-to-trough decline	-36.67%	-7.36%	-29.31%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.23%	2.37%	-0.14%

Volatility

POGSX vs. AFIFX - Volatility Comparison

The current volatility for Pin Oak Equity (POGSX) is 3.94%, while American Funds Fundamental Investors Class F-1 (AFIFX) has a volatility of 5.64%. This indicates that POGSX experiences smaller price fluctuations and is considered to be less risky than AFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	POGSX	AFIFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.94%	5.64%	-1.70%
Volatility (6M) Calculated over the trailing 6-month period	12.90%	11.78%	+1.12%
Volatility (1Y) Calculated over the trailing 1-year period	15.34%	14.60%	+0.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.79%	16.94%	+0.85%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.55%	17.79%	+0.76%

POGSX vs. AFIFX - Expense Ratio Comparison

POGSX has a 0.91% expense ratio, which is higher than AFIFX's 0.64% expense ratio.

Dividends

POGSX vs. AFIFX - Dividend Comparison

POGSX's dividend yield for the trailing twelve months is around 16.22%, more than AFIFX's 7.20% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AFIFX American Funds Fundamental Investors Class F-1	7.20%	8.48%	8.84%	5.76%	4.92%	10.91%	2.57%	6.86%	9.21%	7.21%	4.65%	6.01%
POGSX Pin Oak Equity	16.22%	8.85%	17.87%	8.21%	0.15%	10.93%	4.60%	3.22%	2.94%	1.79%	2.03%	3.83%

Frequently Asked Questions

Can I hold both POGSX and AFIFX in my portfolio?

POGSX and AFIFX have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, POGSX or AFIFX?

AFIFX has higher volatility (5.64%) compared to POGSX (3.94%). In terms of maximum drawdown, POGSX dropped -89.46% vs AFIFX's -53.25%.

Which has better risk-adjusted returns?

POGSX currently has the higher Sharpe Ratio (2.37 vs 2.26), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.