RFNBX vs. YFSIX
Compare and contrast key facts about American Funds Fundamental Investors Fund Class R2 (RFNBX) and AMG Yacktman Global Fund (YFSIX).
RFNBX is an actively managed fund by Capital Group. It was launched on May 21, 2002. YFSIX is managed by AMG. It was launched on Jan 30, 2017.
Performance
RFNBX vs. YFSIX - Performance Comparison
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RFNBX vs. YFSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RFNBX American Funds Fundamental Investors Fund Class R2 | -3.54% | 23.22% | 21.80% | 24.89% | -17.32% | 21.49% | 12.51% | 26.09% | -8.89% | 18.30% |
YFSIX AMG Yacktman Global Fund | 9.95% | 14.91% | -0.34% | 16.64% | -9.15% | 13.13% | 18.46% | 24.40% | 2.18% | 20.95% |
Returns By Period
In the year-to-date period, RFNBX achieves a -3.54% return, which is significantly lower than YFSIX's 9.95% return.
RFNBX
- 1D
- 2.94%
- 1M
- -7.11%
- YTD
- -3.54%
- 6M
- -0.28%
- 1Y
- 22.29%
- 3Y*
- 19.58%
- 5Y*
- 11.03%
- 10Y*
- 12.21%
YFSIX
- 1D
- 1.66%
- 1M
- -8.77%
- YTD
- 9.95%
- 6M
- 1.95%
- 1Y
- 23.54%
- 3Y*
- 12.32%
- 5Y*
- 6.89%
- 10Y*
- —
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RFNBX vs. YFSIX - Expense Ratio Comparison
RFNBX has a 1.36% expense ratio, which is higher than YFSIX's 0.95% expense ratio.
Return for Risk
RFNBX vs. YFSIX — Risk / Return Rank
RFNBX
YFSIX
RFNBX vs. YFSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Fund Class R2 (RFNBX) and AMG Yacktman Global Fund (YFSIX). 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.
| RFNBX | YFSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.16 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.92 | 1.33 | +0.60 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.30 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.04 | 1.52 | +0.52 |
Martin ratioReturn relative to average drawdown | 8.87 | 4.86 | +4.01 |
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
| RFNBX | YFSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.16 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.46 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.72 | -0.16 |
Correlation
The correlation between RFNBX and YFSIX is 0.73, 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
RFNBX vs. YFSIX - Dividend Comparison
RFNBX's dividend yield for the trailing twelve months is around 8.18%, while YFSIX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFNBX American Funds Fundamental Investors Fund Class R2 | 8.18% | 7.90% | 8.19% | 5.13% | 4.16% | 10.27% | 0.83% | 6.20% | 8.38% | 6.54% | 3.99% | 5.32% |
YFSIX AMG Yacktman Global Fund | 0.00% | 0.00% | 8.68% | 8.02% | 4.32% | 8.18% | 4.76% | 6.59% | 0.71% | 2.63% | 0.00% | 0.00% |
Drawdowns
RFNBX vs. YFSIX - Drawdown Comparison
The maximum RFNBX drawdown since its inception was -53.81%, which is greater than YFSIX's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for RFNBX and YFSIX.
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Drawdown Indicators
| RFNBX | YFSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.81% | -35.10% | -18.71% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | -14.20% | +2.83% |
Max Drawdown (5Y)Largest decline over 5 years | -25.53% | -25.14% | -0.39% |
Max Drawdown (10Y)Largest decline over 10 years | -33.96% | — | — |
Current DrawdownCurrent decline from peak | -8.15% | -9.56% | +1.41% |
Average DrawdownAverage peak-to-trough decline | -7.29% | -4.94% | -2.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 4.43% | -1.82% |
Volatility
RFNBX vs. YFSIX - Volatility Comparison
The current volatility for American Funds Fundamental Investors Fund Class R2 (RFNBX) is 6.02%, while AMG Yacktman Global Fund (YFSIX) has a volatility of 9.49%. This indicates that RFNBX experiences smaller price fluctuations and is considered to be less risky than YFSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RFNBX | YFSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.02% | 9.49% | -3.47% |
Volatility (6M)Calculated over the trailing 6-month period | 11.03% | 19.95% | -8.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.15% | 21.30% | -3.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.73% | 15.13% | +1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.68% | 16.21% | +1.47% |