RFNGX vs. CCCMX
Compare and contrast key facts about American Funds Fundamental Investors Fund Class R6 (RFNGX) and Capital Group California Core Municipal Fund (CCCMX).
RFNGX is an actively managed fund by Capital Group. It was launched on May 1, 2009. CCCMX is managed by Capital Group. It was launched on Apr 12, 2010.
Performance
RFNGX vs. CCCMX - Performance Comparison
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RFNGX vs. CCCMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RFNGX American Funds Fundamental Investors Fund Class R6 | -6.06% | 24.58% | 22.77% | 26.25% | -16.38% | 22.83% | 13.72% | 27.48% | -7.09% | 23.15% |
CCCMX Capital Group California Core Municipal Fund | -0.84% | 4.69% | 1.42% | 3.46% | -4.27% | 0.02% | 3.81% | 4.61% | 1.70% | 2.39% |
Returns By Period
In the year-to-date period, RFNGX achieves a -6.06% return, which is significantly lower than CCCMX's -0.84% return. Over the past 10 years, RFNGX has outperformed CCCMX with an annualized return of 13.18%, while CCCMX has yielded a comparatively lower 1.36% annualized return.
RFNGX
- 1D
- -0.62%
- 1M
- -9.87%
- YTD
- -6.06%
- 6M
- -1.96%
- 1Y
- 20.82%
- 3Y*
- 19.60%
- 5Y*
- 11.85%
- 10Y*
- 13.18%
CCCMX
- 1D
- -0.19%
- 1M
- -2.56%
- YTD
- -0.84%
- 6M
- 0.08%
- 1Y
- 3.47%
- 3Y*
- 2.37%
- 5Y*
- 0.92%
- 10Y*
- 1.36%
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RFNGX vs. CCCMX - Expense Ratio Comparison
RFNGX has a 0.28% expense ratio, which is higher than CCCMX's 0.27% expense ratio.
Return for Risk
RFNGX vs. CCCMX — Risk / Return Rank
RFNGX
CCCMX
RFNGX vs. CCCMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Fund Class R6 (RFNGX) and Capital Group California Core Municipal Fund (CCCMX). 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.
| RFNGX | CCCMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 1.34 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.72 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.39 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.29 | +0.35 |
Martin ratioReturn relative to average drawdown | 7.35 | 5.05 | +2.31 |
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
| RFNGX | CCCMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.34 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.40 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.56 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.59 | +0.14 |
Correlation
The correlation between RFNGX and CCCMX is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
RFNGX vs. CCCMX - Dividend Comparison
RFNGX's dividend yield for the trailing twelve months is around 9.43%, more than CCCMX's 2.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFNGX American Funds Fundamental Investors Fund Class R6 | 9.43% | 8.82% | 8.91% | 6.10% | 5.33% | 11.29% | 1.77% | 7.21% | 10.67% | 7.56% | 5.01% | 6.01% |
CCCMX Capital Group California Core Municipal Fund | 2.35% | 2.51% | 2.39% | 1.71% | 1.11% | 1.61% | 2.35% | 1.95% | 1.97% | 1.41% | 0.00% | 0.00% |
Drawdowns
RFNGX vs. CCCMX - Drawdown Comparison
The maximum RFNGX drawdown since its inception was -33.90%, which is greater than CCCMX's maximum drawdown of -7.58%. Use the drawdown chart below to compare losses from any high point for RFNGX and CCCMX.
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Drawdown Indicators
| RFNGX | CCCMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.90% | -7.58% | -26.32% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -3.02% | -8.33% |
Max Drawdown (5Y)Largest decline over 5 years | -24.88% | -7.25% | -17.63% |
Max Drawdown (10Y)Largest decline over 10 years | -33.90% | -7.58% | -26.32% |
Current DrawdownCurrent decline from peak | -10.62% | -2.56% | -8.06% |
Average DrawdownAverage peak-to-trough decline | -4.05% | -1.65% | -2.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 0.77% | +1.76% |
Volatility
RFNGX vs. CCCMX - Volatility Comparison
American Funds Fundamental Investors Fund Class R6 (RFNGX) has a higher volatility of 4.97% compared to Capital Group California Core Municipal Fund (CCCMX) at 0.84%. This indicates that RFNGX's price experiences larger fluctuations and is considered to be riskier than CCCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RFNGX | CCCMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.97% | 0.84% | +4.13% |
Volatility (6M)Calculated over the trailing 6-month period | 10.65% | 1.25% | +9.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.94% | 2.93% | +15.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.68% | 2.29% | +14.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.66% | 2.41% | +15.25% |