RAFGX vs. ANCFX
Compare and contrast key facts about American Funds AMCAP Fund Class R-6 (RAFGX) and American Funds Fundamental Investors Class A (ANCFX).
RAFGX is managed by American Funds. It was launched on May 1, 2009. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
RAFGX vs. ANCFX - Performance Comparison
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RAFGX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RAFGX American Funds AMCAP Fund Class R-6 | -8.46% | 18.05% | 21.50% | 31.47% | -28.42% | 24.11% | 21.80% | 26.76% | -4.08% | 22.45% |
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, RAFGX achieves a -8.46% return, which is significantly lower than ANCFX's -3.35% return. Over the past 10 years, RAFGX has underperformed ANCFX with an annualized return of 11.65%, while ANCFX has yielded a comparatively higher 13.25% annualized return.
RAFGX
- 1D
- 3.70%
- 1M
- -6.46%
- YTD
- -8.46%
- 6M
- -6.25%
- 1Y
- 14.92%
- 3Y*
- 16.16%
- 5Y*
- 7.55%
- 10Y*
- 11.65%
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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RAFGX vs. ANCFX - Expense Ratio Comparison
RAFGX has a 0.33% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
RAFGX vs. ANCFX — Risk / Return Rank
RAFGX
ANCFX
RAFGX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class R-6 (RAFGX) 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.
| RAFGX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.33 | -0.55 |
Sortino ratioReturn per unit of downside risk | 1.26 | 2.00 | -0.74 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.28 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | 2.13 | -1.04 |
Martin ratioReturn relative to average drawdown | 4.38 | 9.34 | -4.97 |
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
| RAFGX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.33 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.72 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.75 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.62 | +0.07 |
Correlation
The correlation between RAFGX and ANCFX is 0.96, 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
RAFGX vs. ANCFX - Dividend Comparison
RAFGX's dividend yield for the trailing twelve months is around 9.26%, more than ANCFX's 8.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RAFGX American Funds AMCAP Fund Class R-6 | 9.26% | 8.47% | 8.26% | 3.75% | 7.36% | 5.83% | 4.07% | 5.10% | 8.04% | 5.58% | 4.09% | 8.78% |
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
RAFGX vs. ANCFX - Drawdown Comparison
The maximum RAFGX drawdown since its inception was -35.07%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for RAFGX and ANCFX.
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Drawdown Indicators
| RAFGX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.07% | -53.29% | +18.22% |
Max Drawdown (1Y)Largest decline over 1 year | -14.12% | -11.35% | -2.77% |
Max Drawdown (5Y)Largest decline over 5 years | -35.07% | -25.07% | -10.00% |
Max Drawdown (10Y)Largest decline over 10 years | -35.07% | -33.93% | -1.14% |
Current DrawdownCurrent decline from peak | -10.94% | -8.02% | -2.92% |
Average DrawdownAverage peak-to-trough decline | -5.53% | -7.34% | +1.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 2.59% | +0.94% |
Volatility
RAFGX vs. ANCFX - Volatility Comparison
American Funds AMCAP Fund Class R-6 (RAFGX) has a higher volatility of 6.70% compared to American Funds Fundamental Investors Class A (ANCFX) at 6.04%. This indicates that RAFGX'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
| RAFGX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 6.04% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 11.65% | 11.03% | +0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.91% | 18.13% | +1.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.20% | 16.72% | +2.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 17.67% | +1.01% |