RNWGX vs. ANCFX
Compare and contrast key facts about American Funds New World Fund® Class R-6 (RNWGX) and American Funds Fundamental Investors Class A (ANCFX).
RNWGX is managed by American Funds. It was launched on Aug 1, 2008. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
RNWGX vs. ANCFX - Performance Comparison
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RNWGX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RNWGX American Funds New World Fund® Class R-6 | -1.47% | 28.67% | 6.88% | 16.26% | -21.77% | 5.09% | 25.30% | 28.03% | -12.00% | 33.07% |
ANCFX American Funds Fundamental Investors Class A | -3.35% | 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, RNWGX achieves a -1.47% return, which is significantly higher than ANCFX's -3.35% return. Over the past 10 years, RNWGX has underperformed ANCFX with an annualized return of 9.76%, while ANCFX has yielded a comparatively higher 13.25% annualized return.
RNWGX
- 1D
- 2.62%
- 1M
- -8.56%
- YTD
- -1.47%
- 6M
- 2.11%
- 1Y
- 24.01%
- 3Y*
- 13.88%
- 5Y*
- 4.79%
- 10Y*
- 9.76%
ANCFX
- 1D
- 2.96%
- 1M
- -7.05%
- YTD
- -3.35%
- 6M
- 0.12%
- 1Y
- 23.25%
- 3Y*
- 20.52%
- 5Y*
- 11.90%
- 10Y*
- 13.25%
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RNWGX vs. ANCFX - Expense Ratio Comparison
RNWGX has a 0.57% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
RNWGX vs. ANCFX — Risk / Return Rank
RNWGX
ANCFX
RNWGX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New World Fund® Class R-6 (RNWGX) 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.
| RNWGX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.33 | +0.26 |
Sortino ratioReturn per unit of downside risk | 2.19 | 2.00 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.28 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 2.13 | -0.29 |
Martin ratioReturn relative to average drawdown | 7.62 | 9.34 | -1.72 |
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
| RNWGX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.33 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.72 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.75 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.62 | -0.15 |
Correlation
The correlation between RNWGX and ANCFX is 0.85, 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
RNWGX vs. ANCFX - Dividend Comparison
RNWGX's dividend yield for the trailing twelve months is around 6.18%, less than ANCFX's 8.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RNWGX American Funds New World Fund® Class R-6 | 6.18% | 6.09% | 4.11% | 2.88% | 1.33% | 7.32% | 0.44% | 4.05% | 2.71% | 2.26% | 1.37% | 1.04% |
ANCFX American Funds Fundamental Investors Class A | 8.85% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
RNWGX vs. ANCFX - Drawdown Comparison
The maximum RNWGX drawdown since its inception was -33.40%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for RNWGX and ANCFX.
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Drawdown Indicators
| RNWGX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.40% | -53.29% | +19.89% |
Max Drawdown (1Y)Largest decline over 1 year | -13.00% | -11.35% | -1.65% |
Max Drawdown (5Y)Largest decline over 5 years | -33.40% | -25.07% | -8.33% |
Max Drawdown (10Y)Largest decline over 10 years | -33.40% | -33.93% | +0.53% |
Current DrawdownCurrent decline from peak | -10.73% | -8.02% | -2.71% |
Average DrawdownAverage peak-to-trough decline | -8.12% | -7.34% | -0.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 2.59% | +0.54% |
Volatility
RNWGX vs. ANCFX - Volatility Comparison
American Funds New World Fund® Class R-6 (RNWGX) has a higher volatility of 7.09% compared to American Funds Fundamental Investors Class A (ANCFX) at 6.04%. This indicates that RNWGX'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
| RNWGX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 6.04% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 11.03% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.63% | 18.13% | -2.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.17% | 16.72% | -1.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.98% | 17.67% | -1.69% |