AFMFX vs. AMCPX
Compare and contrast key facts about American Funds American Mutual Fund Class F-3 (AFMFX) and American Funds AMCAP Fund Class A (AMCPX).
AFMFX is managed by American Funds. It was launched on Feb 21, 1950. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
AFMFX vs. AMCPX - Performance Comparison
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AFMFX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AFMFX American Funds American Mutual Fund Class F-3 | -3.07% | 16.43% | 15.30% | 9.77% | -4.19% | 23.64% | 5.04% | 21.90% | -1.98% | 11.75% |
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 14.31% |
Returns By Period
In the year-to-date period, AFMFX achieves a -3.07% return, which is significantly higher than AMCPX's -11.82% return.
AFMFX
- 1D
- -0.10%
- 1M
- -7.90%
- YTD
- -3.07%
- 6M
- -1.41%
- 1Y
- 10.11%
- 3Y*
- 12.32%
- 5Y*
- 9.41%
- 10Y*
- —
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
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AFMFX vs. AMCPX - Expense Ratio Comparison
AFMFX has a 0.27% expense ratio, which is lower than AMCPX's 0.65% expense ratio.
Return for Risk
AFMFX vs. AMCPX — Risk / Return Rank
AFMFX
AMCPX
AFMFX vs. AMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Mutual Fund Class F-3 (AFMFX) and American Funds AMCAP Fund Class A (AMCPX). 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.
| AFMFX | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.56 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.20 | 0.94 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.13 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 0.59 | +0.37 |
Martin ratioReturn relative to average drawdown | 4.19 | 2.42 | +1.77 |
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
| AFMFX | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.56 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.33 | +0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.57 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.57 | +0.12 |
Correlation
The correlation between AFMFX and AMCPX is 0.83, 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
AFMFX vs. AMCPX - Dividend Comparison
AFMFX's dividend yield for the trailing twelve months is around 8.15%, less than AMCPX's 9.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMFX American Funds American Mutual Fund Class F-3 | 8.15% | 7.86% | 6.60% | 4.06% | 5.20% | 3.58% | 2.22% | 4.89% | 6.75% | 6.25% | 0.00% | 0.00% |
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
AFMFX vs. AMCPX - Drawdown Comparison
The maximum AFMFX drawdown since its inception was -29.79%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for AFMFX and AMCPX.
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Drawdown Indicators
| AFMFX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.79% | -62.37% | +32.58% |
Max Drawdown (1Y)Largest decline over 1 year | -10.21% | -14.18% | +3.97% |
Max Drawdown (5Y)Largest decline over 5 years | -15.16% | -36.90% | +21.74% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.90% | — |
Current DrawdownCurrent decline from peak | -7.90% | -14.18% | +6.28% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -9.60% | +6.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 3.47% | -1.13% |
Volatility
AFMFX vs. AMCPX - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class F-3 (AFMFX) is 3.36%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 5.26%. This indicates that AFMFX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AFMFX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 5.26% | -1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 7.33% | 11.06% | -3.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.81% | 19.60% | -5.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.47% | 19.12% | -6.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.56% | 18.63% | -4.07% |