YFSIX vs. ANCFX
Compare and contrast key facts about AMG Yacktman Global Fund (YFSIX) and American Funds Fundamental Investors Class A (ANCFX).
YFSIX is managed by AMG. It was launched on Jan 30, 2017. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
YFSIX vs. ANCFX - Performance Comparison
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YFSIX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
YFSIX AMG Yacktman Global Fund | 8.16% | 14.91% | -0.34% | 16.64% | -9.15% | 13.13% | 18.46% | 24.40% | 2.18% | 20.95% |
ANCFX American Funds Fundamental Investors Class A | -6.13% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 19.19% |
Returns By Period
In the year-to-date period, YFSIX achieves a 8.16% return, which is significantly higher than ANCFX's -6.13% return.
YFSIX
- 1D
- -1.07%
- 1M
- -10.67%
- YTD
- 8.16%
- 6M
- 0.34%
- 1Y
- 22.29%
- 3Y*
- 11.70%
- 5Y*
- 6.73%
- 10Y*
- —
ANCFX
- 1D
- -0.62%
- 1M
- -9.88%
- YTD
- -6.13%
- 6M
- -2.09%
- 1Y
- 20.46%
- 3Y*
- 19.35%
- 5Y*
- 11.57%
- 10Y*
- 12.92%
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YFSIX vs. ANCFX - Expense Ratio Comparison
YFSIX has a 0.95% expense ratio, which is higher than ANCFX's 0.59% expense ratio.
Return for Risk
YFSIX vs. ANCFX — Risk / Return Rank
YFSIX
ANCFX
YFSIX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Global Fund (YFSIX) 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.
| YFSIX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 1.16 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.75 | -0.59 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.25 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.61 | -0.24 |
Martin ratioReturn relative to average drawdown | 4.42 | 7.19 | -2.77 |
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
| YFSIX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 1.16 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.70 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.61 | +0.10 |
Correlation
The correlation between YFSIX and ANCFX is 0.73, 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
YFSIX vs. ANCFX - Dividend Comparison
YFSIX has not paid dividends to shareholders, while ANCFX's dividend yield for the trailing twelve months is around 9.11%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YFSIX AMG Yacktman Global Fund | 0.00% | 0.00% | 8.68% | 8.02% | 4.32% | 8.18% | 4.76% | 6.59% | 0.71% | 2.63% | 0.00% | 0.00% |
ANCFX American Funds Fundamental Investors Class A | 9.11% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
YFSIX vs. ANCFX - Drawdown Comparison
The maximum YFSIX drawdown since its inception was -35.10%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for YFSIX and ANCFX.
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Drawdown Indicators
| YFSIX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.10% | -53.29% | +18.19% |
Max Drawdown (1Y)Largest decline over 1 year | -14.20% | -11.35% | -2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -25.14% | -25.07% | -0.07% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.93% | — |
Current DrawdownCurrent decline from peak | -11.03% | -10.66% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -4.93% | -7.34% | +2.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.38% | 2.54% | +1.84% |
Volatility
YFSIX vs. ANCFX - Volatility Comparison
AMG Yacktman Global Fund (YFSIX) has a higher volatility of 9.23% compared to American Funds Fundamental Investors Class A (ANCFX) at 4.98%. This indicates that YFSIX'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
| YFSIX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.23% | 4.98% | +4.25% |
Volatility (6M)Calculated over the trailing 6-month period | 19.89% | 10.64% | +9.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.29% | 17.94% | +3.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.11% | 16.67% | -1.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.20% | 17.65% | -1.45% |