RNGCX vs. YFSNX
RNGCX (American Funds The New Economy Fund Class R-3) and YFSNX (AMG Yacktman Global Fund Class N) are both Global Equities funds. Both are actively managed. Over the past 5 years, RNGCX returned 11.24%/yr vs 8.83%/yr for YFSNX. Their 0.67 correlation means they have sometimes moved together and sometimes differently. RNGCX charges 1.05%/yr vs 1.11%/yr for YFSNX.
Performance
RNGCX vs. YFSNX - Performance Comparison
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Returns By Period
In the year-to-date period, RNGCX achieves a 13.88% return, which is significantly lower than YFSNX's 24.78% return.
RNGCX
- 1D
- 3.58%
- 1M
- -4.68%
- 6M
- 9.92%
- YTD
- 13.88%
- 1Y
- 35.37%
- 3Y*
- 24.58%
- 5Y*
- 11.24%
- 10Y*
- 14.63%
- ALL TIME*
- 11.95%
YFSNX
- 1D
- 3.07%
- 1M
- 4.24%
- 6M
- 13.98%
- YTD
- 24.78%
- 1Y
- 22.21%
- 3Y*
- 14.84%
- 5Y*
- 8.83%
- 10Y*
- —
- ALL TIME*
- 12.65%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RNGCX vs. YFSNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RNGCX American Funds The New Economy Fund Class R-3 | 13.88% | 30.60% | 23.19% | 28.77% | -29.88% | 11.70% | 33.05% | 26.06% | -4.68% | 27.09% |
YFSNX AMG Yacktman Global Fund Class N | 24.78% | 14.79% | -0.47% | 16.48% | -9.39% | 13.00% | 18.32% | 24.48% | 2.18% | 20.95% |
Correlation
The correlation between RNGCX and YFSNX is 0.58, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.58 |
Correlation (3Y) Balances recent behavior with more history. | 0.57 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.65 |
Correlation (All Time) Calculated using the full available price history since Feb 2, 2017 | 0.67 |
The correlation between RNGCX and YFSNX has been stable across timeframes, ranging from 0.57 to 0.67 - a consistent structural relationship.
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Return for Risk
RNGCX vs. YFSNX — Risk / Return Rank
RNGCX
YFSNX
RNGCX vs. YFSNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The New Economy Fund Class R-3 (RNGCX) and AMG Yacktman Global Fund Class N (YFSNX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RNGCX | YFSNX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.72 | ||
| Sortino ratioReturn per unit of downside risk | +1.05 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.22 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.44 | 1.42 | +1.02 |
| Martin ratioReturn relative to average drawdown | 9.06 | 4.11 | +4.95 |
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Drawdowns
RNGCX vs. YFSNX - Drawdown Comparison
The maximum RNGCX drawdown since its inception was -55.54%, which is greater than YFSNX's maximum drawdown of -35.14%. Use the drawdown chart below to compare losses from any high point for RNGCX and YFSNX.
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Drawdown Indicators
| RNGCX | YFSNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.54% | -35.14% | -20.40% |
Max Drawdown (1Y)Largest decline over 1 year | -13.41% | -14.09% | +0.68% |
Max Drawdown (3Y)Largest decline over 3 years | -20.86% | -14.29% | -6.57% |
Max Drawdown (5Y)Largest decline over 5 years | -37.25% | -25.26% | -11.99% |
Max Drawdown (10Y)Largest decline over 10 years | -37.25% | — | — |
Current DrawdownCurrent decline from peak | -8.02% | -2.61% | -5.41% |
Average DrawdownAverage peak-to-trough decline | -8.88% | -4.94% | -3.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 4.84% | -1.23% |
Volatility
RNGCX vs. YFSNX - Volatility Comparison
American Funds The New Economy Fund Class R-3 (RNGCX) has a higher volatility of 7.56% compared to AMG Yacktman Global Fund Class N (YFSNX) at 5.71%. This indicates that RNGCX's price experiences larger fluctuations and is considered to be riskier than YFSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RNGCX | YFSNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.56% | 5.71% | +1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 17.17% | 15.88% | +1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.42% | 22.56% | -2.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.99% | 15.76% | +4.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.31% | 16.35% | +2.96% |
RNGCX vs. YFSNX - Expense Ratio Comparison
RNGCX has a 1.05% expense ratio, which is lower than YFSNX's 1.11% expense ratio.
Dividends
RNGCX vs. YFSNX - Dividend Comparison
RNGCX's dividend yield for the trailing twelve months is around 9.22%, while YFSNX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RNGCX American Funds The New Economy Fund Class R-3 | 9.22% | 10.50% | 10.06% | 3.87% | 0.00% | 7.83% | 2.53% | 7.21% | 9.78% | 8.29% | 0.00% | 5.89% |
YFSNX AMG Yacktman Global Fund Class N | 0.00% | 0.00% | 8.40% | 7.86% | 4.33% | 8.06% | 4.71% | 6.59% | 0.71% | 2.63% | 0.00% | 0.00% |
Frequently Asked Questions
RNGCX and YFSNX have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RNGCX has higher volatility (7.56%) compared to YFSNX (5.71%). In terms of maximum drawdown, RNGCX dropped -55.54% vs YFSNX's -35.14%.
RNGCX currently has the higher Sharpe Ratio (1.60 vs 0.89), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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