SMCWX vs. ANCFX
Compare and contrast key facts about American Funds SMALLCAP World Fund Class A (SMCWX) and American Funds Fundamental Investors Class A (ANCFX).
SMCWX 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
SMCWX vs. ANCFX - Performance Comparison
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SMCWX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
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, SMCWX achieves a -1.05% return, which is significantly higher than ANCFX's -3.35% return. Over the past 10 years, SMCWX has underperformed ANCFX with an annualized return of 9.04%, while ANCFX has yielded a comparatively higher 13.25% annualized return.
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
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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SMCWX vs. ANCFX - Expense Ratio Comparison
SMCWX has a 1.02% expense ratio, which is higher than ANCFX's 0.59% expense ratio.
Return for Risk
SMCWX vs. ANCFX — Risk / Return Rank
SMCWX
ANCFX
SMCWX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds SMALLCAP World Fund Class A (SMCWX) 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.
| SMCWX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.33 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.72 | 2.00 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.28 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 2.13 | -0.47 |
Martin ratioReturn relative to average drawdown | 6.37 | 9.34 | -2.97 |
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
| SMCWX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.33 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.72 | -0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.75 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.62 | -0.05 |
Correlation
The correlation between SMCWX and ANCFX is 0.84, 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
SMCWX vs. ANCFX - Dividend Comparison
SMCWX's dividend yield for the trailing twelve months is around 4.90%, less than ANCFX's 8.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
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
SMCWX vs. ANCFX - Drawdown Comparison
The maximum SMCWX drawdown since its inception was -62.46%, which is greater than ANCFX's maximum drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for SMCWX and ANCFX.
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Drawdown Indicators
| SMCWX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.46% | -53.29% | -9.17% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -11.35% | -0.48% |
Max Drawdown (5Y)Largest decline over 5 years | -39.79% | -25.07% | -14.72% |
Max Drawdown (10Y)Largest decline over 10 years | -39.79% | -33.93% | -5.86% |
Current DrawdownCurrent decline from peak | -10.12% | -8.02% | -2.10% |
Average DrawdownAverage peak-to-trough decline | -14.98% | -7.34% | -7.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 2.59% | +0.49% |
Volatility
SMCWX vs. ANCFX - Volatility Comparison
American Funds SMALLCAP World Fund Class A (SMCWX) has a higher volatility of 7.62% compared to American Funds Fundamental Investors Class A (ANCFX) at 6.04%. This indicates that SMCWX'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
| SMCWX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.62% | 6.04% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 11.82% | 11.03% | +0.79% |
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 | 18.05% | 16.72% | +1.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.76% | 17.67% | +0.09% |