RERFX vs. ANCFX
Compare and contrast key facts about American Funds Real Estate Index Fund Class R-6 (RERFX) and American Funds Fundamental Investors Class A (ANCFX).
RERFX is managed by American Funds. It was launched on Mar 31, 2023. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
RERFX vs. ANCFX - Performance Comparison
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RERFX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RERFX American Funds Real Estate Index Fund Class R-6 | -5.46% | 29.26% | 2.96% | 16.02% | -22.81% | 2.81% | 25.20% | 27.36% | -17.37% | 31.10% |
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, RERFX achieves a -5.46% return, which is significantly higher than ANCFX's -6.13% return. Over the past 10 years, RERFX has underperformed ANCFX with an annualized return of 7.63%, while ANCFX has yielded a comparatively higher 12.92% annualized return.
RERFX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.46%
- 6M
- -1.00%
- 1Y
- 19.11%
- 3Y*
- 9.95%
- 5Y*
- 3.08%
- 10Y*
- 7.63%
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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RERFX vs. ANCFX - Expense Ratio Comparison
RERFX has a 0.29% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
RERFX vs. ANCFX — Risk / Return Rank
RERFX
ANCFX
RERFX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Real Estate Index Fund Class R-6 (RERFX) 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.
| RERFX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.16 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.75 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.25 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 1.61 | -0.35 |
Martin ratioReturn relative to average drawdown | 4.85 | 7.19 | -2.34 |
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
| RERFX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.16 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.70 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.73 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.61 | -0.21 |
Correlation
The correlation between RERFX and ANCFX is 0.84, 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
RERFX vs. ANCFX - Dividend Comparison
RERFX's dividend yield for the trailing twelve months is around 14.74%, more than ANCFX's 9.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERFX American Funds Real Estate Index Fund Class R-6 | 14.74% | 13.93% | 4.90% | 3.90% | 1.98% | 10.14% | 0.38% | 3.10% | 3.11% | 4.94% | 1.58% | 3.38% |
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
RERFX vs. ANCFX - Drawdown Comparison
The maximum RERFX drawdown since its inception was -53.80%, roughly equal to the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for RERFX and ANCFX.
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Drawdown Indicators
| RERFX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.80% | -53.29% | -0.51% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -11.35% | -1.18% |
Max Drawdown (5Y)Largest decline over 5 years | -37.32% | -25.07% | -12.25% |
Max Drawdown (10Y)Largest decline over 10 years | -37.32% | -33.93% | -3.39% |
Current DrawdownCurrent decline from peak | -12.53% | -10.66% | -1.87% |
Average DrawdownAverage peak-to-trough decline | -11.08% | -7.34% | -3.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 2.54% | +0.71% |
Volatility
RERFX vs. ANCFX - Volatility Comparison
American Funds Real Estate Index Fund Class R-6 (RERFX) has a higher volatility of 6.60% compared to American Funds Fundamental Investors Class A (ANCFX) at 4.98%. This indicates that RERFX'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
| RERFX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 4.98% | +1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 10.64% | +0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 17.94% | -1.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.44% | 16.67% | -0.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 17.65% | -0.86% |