POGSX vs. AFIFX
Compare and contrast key facts about Pin Oak Equity (POGSX) and American Funds Fundamental Investors Class F-1 (AFIFX).
POGSX is managed by Oak Associates. It was launched on Aug 3, 1992. AFIFX is an actively managed fund by American Funds. It was launched on Mar 15, 2001.
Performance
POGSX vs. AFIFX - Performance Comparison
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POGSX vs. AFIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POGSX Pin Oak Equity | 5.66% | 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 | -6.14% | 24.12% | 22.68% | 25.78% | -16.69% | 22.36% | 14.85% | 27.00% | -8.19% | 22.70% |
Returns By Period
In the year-to-date period, POGSX achieves a 5.66% return, which is significantly higher than AFIFX's -6.14% return. Both investments have delivered pretty close results over the past 10 years, with POGSX having a 13.07% annualized return and AFIFX not far behind at 12.86%.
POGSX
- 1D
- -0.02%
- 1M
- -5.28%
- YTD
- 5.66%
- 6M
- 12.41%
- 1Y
- 33.37%
- 3Y*
- 25.41%
- 5Y*
- 11.32%
- 10Y*
- 13.07%
AFIFX
- 1D
- -0.62%
- 1M
- -9.89%
- YTD
- -6.14%
- 6M
- -2.12%
- 1Y
- 20.38%
- 3Y*
- 19.28%
- 5Y*
- 11.51%
- 10Y*
- 12.86%
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POGSX vs. AFIFX - Expense Ratio Comparison
POGSX has a 0.91% expense ratio, which is higher than AFIFX's 0.64% expense ratio.
Return for Risk
POGSX vs. AFIFX — Risk / Return Rank
POGSX
AFIFX
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.
| POGSX | AFIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.74 | 1.15 | +0.59 |
Sortino ratioReturn per unit of downside risk | 2.75 | 1.74 | +1.00 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.25 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.85 | 1.60 | +1.25 |
Martin ratioReturn relative to average drawdown | 11.79 | 7.16 | +4.63 |
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
| POGSX | AFIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 1.15 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.69 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.73 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.54 | -0.25 |
Correlation
The correlation between POGSX and AFIFX 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
POGSX vs. AFIFX - Dividend Comparison
POGSX's dividend yield for the trailing twelve months is around 17.99%, more than AFIFX's 9.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGSX Pin Oak Equity | 17.99% | 8.85% | 17.87% | 8.21% | 0.15% | 10.93% | 4.60% | 3.22% | 2.94% | 1.79% | 2.03% | 3.83% |
AFIFX American Funds Fundamental Investors Class F-1 | 9.05% | 8.48% | 8.84% | 5.76% | 4.92% | 10.91% | 2.57% | 6.86% | 9.21% | 7.21% | 4.65% | 6.01% |
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.
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Drawdown Indicators
| POGSX | AFIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.46% | -53.25% | -36.21% |
Max Drawdown (1Y)Largest decline over 1 year | -10.96% | -11.36% | +0.40% |
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 DrawdownCurrent decline from peak | -8.03% | -10.67% | +2.64% |
Average DrawdownAverage peak-to-trough decline | -36.91% | -7.41% | -29.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 2.54% | +0.11% |
Volatility
POGSX vs. AFIFX - Volatility Comparison
The current volatility for Pin Oak Equity (POGSX) is 3.76%, while American Funds Fundamental Investors Class F-1 (AFIFX) has a volatility of 4.98%. 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.
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Volatility by Period
| POGSX | AFIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.76% | 4.98% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 12.91% | 10.64% | +2.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.62% | 17.95% | +1.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.85% | 16.67% | +1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.56% | 17.65% | +0.91% |