POGSX vs. ANCFX
Compare and contrast key facts about Pin Oak Equity (POGSX) and American Funds Fundamental Investors Class A (ANCFX).
POGSX is managed by Oak Associates. It was launched on Aug 3, 1992. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
POGSX vs. ANCFX - Performance Comparison
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POGSX vs. ANCFX - 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% |
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, POGSX achieves a 5.66% return, which is significantly higher than ANCFX's -6.13% return. Both investments have delivered pretty close results over the past 10 years, with POGSX having a 13.07% annualized return and ANCFX not far behind at 12.92%.
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%
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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POGSX vs. ANCFX - Expense Ratio Comparison
POGSX has a 0.91% expense ratio, which is higher than ANCFX's 0.59% expense ratio.
Return for Risk
POGSX vs. ANCFX — Risk / Return Rank
POGSX
ANCFX
POGSX vs. ANCFX - 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 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.
| POGSX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.74 | 1.16 | +0.59 |
Sortino ratioReturn per unit of downside risk | 2.75 | 1.75 | +1.00 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.25 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.85 | 1.61 | +1.24 |
Martin ratioReturn relative to average drawdown | 11.79 | 7.19 | +4.60 |
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 | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 1.16 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.70 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.73 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.61 | -0.32 |
Correlation
The correlation between POGSX and ANCFX is 0.78, 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. ANCFX - Dividend Comparison
POGSX's dividend yield for the trailing twelve months is around 17.99%, more than ANCFX's 9.11% 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% |
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
POGSX vs. ANCFX - Drawdown Comparison
The maximum POGSX drawdown since its inception was -89.46%, which is greater than ANCFX's maximum drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for POGSX and ANCFX.
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Drawdown Indicators
| POGSX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.46% | -53.29% | -36.17% |
Max Drawdown (1Y)Largest decline over 1 year | -10.96% | -11.35% | +0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -25.07% | -4.74% |
Max Drawdown (10Y)Largest decline over 10 years | -33.05% | -33.93% | +0.88% |
Current DrawdownCurrent decline from peak | -8.03% | -10.66% | +2.63% |
Average DrawdownAverage peak-to-trough decline | -36.91% | -7.34% | -29.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 2.54% | +0.11% |
Volatility
POGSX vs. ANCFX - Volatility Comparison
The current volatility for Pin Oak Equity (POGSX) is 3.76%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 4.98%. This indicates that POGSX 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
| POGSX | ANCFX | 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% | 17.94% | +1.68% |
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% |