AFMFX vs. PRK
Compare and contrast key facts about American Funds American Mutual Fund Class F-3 (AFMFX) and Park National Corporation (PRK).
AFMFX is managed by American Funds. It was launched on Feb 21, 1950.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AFMFX or PRK.
Key characteristics
| AFMFX | PRK | |
|---|---|---|
| YTD Return | 3.38% | -0.04% |
| 1Y Return | 10.22% | 25.48% |
| 3Y Return (Ann) | 6.91% | 5.41% |
| 5Y Return (Ann) | 9.66% | 10.29% |
| Sharpe Ratio | 1.15 | 0.79 |
| Daily Std Dev | 9.02% | 33.16% |
| Max Drawdown | -29.79% | -65.54% |
| Current Drawdown | -3.53% | -8.89% |
Correlation
The correlation between AFMFX and PRK is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AFMFX vs. PRK - Performance Comparison
In the year-to-date period, AFMFX achieves a 3.38% return, which is significantly higher than PRK's -0.04% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
AFMFX vs. PRK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Mutual Fund Class F-3 (AFMFX) and Park National Corporation (PRK). 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.
Dividends
AFMFX vs. PRK - Dividend Comparison
AFMFX's dividend yield for the trailing twelve months is around 3.96%, more than PRK's 3.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMFX American Funds American Mutual Fund Class F-3 | 3.96% | 4.06% | 5.20% | 4.96% | 2.22% | 5.05% | 6.92% | 6.37% | 0.00% | 0.00% | 0.00% | 0.00% |
PRK Park National Corporation | 3.20% | 3.16% | 3.30% | 3.28% | 4.05% | 4.12% | 4.79% | 3.62% | 3.14% | 4.16% | 4.25% | 4.42% |
Drawdowns
AFMFX vs. PRK - Drawdown Comparison
The maximum AFMFX drawdown since its inception was -29.79%, smaller than the maximum PRK drawdown of -65.54%. Use the drawdown chart below to compare losses from any high point for AFMFX and PRK. For additional features, visit the drawdowns tool.
Volatility
AFMFX vs. PRK - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class F-3 (AFMFX) is 2.93%, while Park National Corporation (PRK) has a volatility of 9.47%. This indicates that AFMFX experiences smaller price fluctuations and is considered to be less risky than PRK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.