SFCWX vs. ANCFX
Compare and contrast key facts about American Funds SMALLCAP World Fund Class F-3 (SFCWX) and American Funds Fundamental Investors Class A (ANCFX).
SFCWX is managed by American Funds. It was launched on Apr 30, 1990. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
SFCWX vs. ANCFX - Performance Comparison
Loading graphics...
SFCWX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFCWX American Funds SMALLCAP World Fund Class F-3 | -0.95% | 14.49% | 2.72% | 19.34% | -29.65% | 10.54% | 37.95% | 31.29% | -9.45% | 11.61% |
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% | 11.16% |
Returns By Period
In the year-to-date period, SFCWX achieves a -0.95% return, which is significantly higher than ANCFX's -3.35% return.
SFCWX
- 1D
- 3.47%
- 1M
- -7.80%
- YTD
- -0.95%
- 6M
- 1.31%
- 1Y
- 20.90%
- 3Y*
- 9.28%
- 5Y*
- 0.55%
- 10Y*
- —
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SFCWX vs. ANCFX - Expense Ratio Comparison
SFCWX has a 0.66% expense ratio, which is higher than ANCFX's 0.59% expense ratio.
Return for Risk
SFCWX vs. ANCFX — Risk / Return Rank
SFCWX
ANCFX
SFCWX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds SMALLCAP World Fund Class F-3 (SFCWX) 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.
| SFCWX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.33 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.76 | 2.00 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.28 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 2.13 | -0.43 |
Martin ratioReturn relative to average drawdown | 6.53 | 9.34 | -2.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SFCWX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.33 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.72 | -0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.62 | -0.18 |
Correlation
The correlation between SFCWX and ANCFX is 0.89, 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
SFCWX vs. ANCFX - Dividend Comparison
SFCWX's dividend yield for the trailing twelve months is around 5.15%, less than ANCFX's 8.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFCWX American Funds SMALLCAP World Fund Class F-3 | 5.15% | 5.10% | 0.98% | 0.98% | 0.34% | 9.05% | 1.58% | 4.19% | 7.01% | 4.47% | 0.00% | 0.00% |
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
SFCWX vs. ANCFX - Drawdown Comparison
The maximum SFCWX drawdown since its inception was -39.54%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for SFCWX and ANCFX.
Loading graphics...
Drawdown Indicators
| SFCWX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.54% | -53.29% | +13.75% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -11.35% | -0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -39.54% | -25.07% | -14.47% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.93% | — |
Current DrawdownCurrent decline from peak | -8.75% | -8.02% | -0.73% |
Average DrawdownAverage peak-to-trough decline | -12.65% | -7.34% | -5.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 2.59% | +0.48% |
Volatility
SFCWX vs. ANCFX - Volatility Comparison
American Funds SMALLCAP World Fund Class F-3 (SFCWX) has a higher volatility of 7.61% compared to American Funds Fundamental Investors Class A (ANCFX) at 6.04%. This indicates that SFCWX'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.
Loading graphics...
Volatility by Period
| SFCWX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.61% | 6.04% | +1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 11.81% | 11.03% | +0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.93% | 18.13% | -0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.04% | 16.72% | +1.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.49% | 17.67% | +0.82% |