RFNGX vs. PGGAX
Compare and contrast key facts about American Funds Fundamental Investors Fund Class R6 (RFNGX) and American Funds Global Growth Portfolio Class A (PGGAX).
RFNGX is an actively managed fund by Capital Group. It was launched on May 1, 2009. PGGAX is an actively managed fund by American Funds. It was launched on May 18, 2012.
Performance
RFNGX vs. PGGAX - Performance Comparison
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RFNGX vs. PGGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RFNGX American Funds Fundamental Investors Fund Class R6 | -3.28% | 24.58% | 22.77% | 26.25% | -16.38% | 22.83% | 13.72% | 27.48% | -7.09% | 23.15% |
PGGAX American Funds Global Growth Portfolio Class A | -3.99% | 23.05% | 14.85% | 24.09% | -25.77% | 12.98% | 27.38% | 27.93% | -8.97% | 28.63% |
Returns By Period
In the year-to-date period, RFNGX achieves a -3.28% return, which is significantly higher than PGGAX's -3.99% return. Over the past 10 years, RFNGX has outperformed PGGAX with an annualized return of 13.51%, while PGGAX has yielded a comparatively lower 10.97% annualized return.
RFNGX
- 1D
- 2.96%
- 1M
- -7.03%
- YTD
- -3.28%
- 6M
- 0.26%
- 1Y
- 23.62%
- 3Y*
- 20.77%
- 5Y*
- 12.19%
- 10Y*
- 13.51%
PGGAX
- 1D
- 3.14%
- 1M
- -7.33%
- YTD
- -3.99%
- 6M
- -0.98%
- 1Y
- 20.98%
- 3Y*
- 15.64%
- 5Y*
- 6.36%
- 10Y*
- 10.97%
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RFNGX vs. PGGAX - Expense Ratio Comparison
RFNGX has a 0.28% expense ratio, which is lower than PGGAX's 0.78% expense ratio.
Return for Risk
RFNGX vs. PGGAX — Risk / Return Rank
RFNGX
PGGAX
RFNGX vs. PGGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Fund Class R6 (RFNGX) and American Funds Global Growth Portfolio Class A (PGGAX). 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 | PGGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.26 | +0.09 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.85 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.26 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.16 | 1.83 | +0.33 |
Martin ratioReturn relative to average drawdown | 9.52 | 7.59 | +1.93 |
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 | PGGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.26 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.38 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.64 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.68 | +0.06 |
Correlation
The correlation between RFNGX and PGGAX is 0.95, 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
RFNGX vs. PGGAX - Dividend Comparison
RFNGX's dividend yield for the trailing twelve months is around 9.15%, more than PGGAX's 5.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFNGX American Funds Fundamental Investors Fund Class R6 | 9.15% | 8.82% | 8.91% | 6.10% | 5.33% | 11.29% | 1.77% | 7.21% | 10.67% | 7.56% | 5.01% | 6.01% |
PGGAX American Funds Global Growth Portfolio Class A | 5.84% | 5.61% | 4.31% | 0.95% | 7.97% | 3.34% | 0.78% | 4.90% | 5.69% | 6.22% | 3.70% | 3.98% |
Drawdowns
RFNGX vs. PGGAX - Drawdown Comparison
The maximum RFNGX drawdown since its inception was -33.90%, roughly equal to the maximum PGGAX drawdown of -34.41%. Use the drawdown chart below to compare losses from any high point for RFNGX and PGGAX.
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Drawdown Indicators
| RFNGX | PGGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.90% | -34.41% | +0.51% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -11.49% | +0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -24.88% | -34.41% | +9.53% |
Max Drawdown (10Y)Largest decline over 10 years | -33.90% | -34.41% | +0.51% |
Current DrawdownCurrent decline from peak | -7.98% | -8.51% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -4.05% | -5.97% | +1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 2.77% | -0.19% |
Volatility
RFNGX vs. PGGAX - Volatility Comparison
The current volatility for American Funds Fundamental Investors Fund Class R6 (RFNGX) is 6.03%, while American Funds Global Growth Portfolio Class A (PGGAX) has a volatility of 6.67%. This indicates that RFNGX experiences smaller price fluctuations and is considered to be less risky than PGGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RFNGX | PGGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 6.67% | -0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 11.04% | 11.05% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 17.32% | +0.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.73% | 16.94% | -0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.68% | 17.19% | +0.49% |