SSSYX vs. AFIFX
Compare and contrast key facts about State Street Equity 500 Index Fund Class K (SSSYX) and American Funds Fundamental Investors Class F-1 (AFIFX).
SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014. AFIFX is an actively managed fund by American Funds. It was launched on Mar 15, 2001.
Performance
SSSYX vs. AFIFX - Performance Comparison
Loading graphics...
SSSYX vs. AFIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSSYX State Street Equity 500 Index Fund Class K | -4.34% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
AFIFX American Funds Fundamental Investors Class F-1 | -3.37% | 24.12% | 22.68% | 25.78% | -16.69% | 22.36% | 14.85% | 27.00% | -8.19% | 22.70% |
Returns By Period
In the year-to-date period, SSSYX achieves a -4.34% return, which is significantly lower than AFIFX's -3.37% return. Over the past 10 years, SSSYX has outperformed AFIFX with an annualized return of 14.02%, while AFIFX has yielded a comparatively lower 13.18% annualized return.
SSSYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.15%
- 1Y
- 17.29%
- 3Y*
- 18.28%
- 5Y*
- 11.75%
- 10Y*
- 14.02%
AFIFX
- 1D
- 2.95%
- 1M
- -7.05%
- YTD
- -3.37%
- 6M
- 0.08%
- 1Y
- 23.16%
- 3Y*
- 20.44%
- 5Y*
- 11.84%
- 10Y*
- 13.18%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SSSYX vs. AFIFX - Expense Ratio Comparison
SSSYX has a 0.02% expense ratio, which is lower than AFIFX's 0.64% expense ratio.
Return for Risk
SSSYX vs. AFIFX — Risk / Return Rank
SSSYX
AFIFX
SSSYX vs. AFIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Equity 500 Index Fund Class K (SSSYX) and American Funds Fundamental Investors Class F-1 (AFIFX). 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.
| SSSYX | AFIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.33 | -0.35 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.99 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.28 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 2.12 | -0.60 |
Martin ratioReturn relative to average drawdown | 7.30 | 9.30 | -2.00 |
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
| SSSYX | AFIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.33 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.71 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.75 | -0.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.55 | -0.44 |
Correlation
The correlation between SSSYX and AFIFX is 0.96, 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
SSSYX vs. AFIFX - Dividend Comparison
SSSYX's dividend yield for the trailing twelve months is around 1.51%, less than AFIFX's 8.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSSYX State Street Equity 500 Index Fund Class K | 1.51% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
AFIFX American Funds Fundamental Investors Class F-1 | 8.79% | 8.48% | 8.84% | 5.76% | 4.92% | 10.91% | 2.57% | 6.86% | 9.21% | 7.21% | 4.65% | 6.01% |
Drawdowns
SSSYX vs. AFIFX - Drawdown Comparison
The maximum SSSYX drawdown since its inception was -91.48%, which is greater than AFIFX's maximum drawdown of -53.25%. Use the drawdown chart below to compare losses from any high point for SSSYX and AFIFX.
Loading graphics...
Drawdown Indicators
| SSSYX | AFIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.48% | -53.25% | -38.23% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -11.36% | -0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -24.49% | -25.11% | +0.62% |
Max Drawdown (10Y)Largest decline over 10 years | -91.48% | -33.92% | -57.56% |
Current DrawdownCurrent decline from peak | -6.22% | -8.03% | +1.81% |
Average DrawdownAverage peak-to-trough decline | -4.20% | -7.41% | +3.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 2.59% | -0.07% |
Volatility
SSSYX vs. AFIFX - Volatility Comparison
The current volatility for State Street Equity 500 Index Fund Class K (SSSYX) is 5.34%, while American Funds Fundamental Investors Class F-1 (AFIFX) has a volatility of 6.03%. This indicates that SSSYX experiences smaller price fluctuations and is considered to be less risky than AFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SSSYX | AFIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 6.03% | -0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 11.03% | -1.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.29% | 18.14% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.89% | 16.72% | +0.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 124.43% | 17.67% | +106.76% |