AFMFX vs. VIHAX
Compare and contrast key facts about American Funds American Mutual Fund Class F-3 (AFMFX) and Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX).
AFMFX is managed by American Funds. It was launched on Feb 21, 1950. VIHAX is managed by Vanguard. It was launched on Mar 2, 2016.
Performance
AFMFX vs. VIHAX - Performance Comparison
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AFMFX vs. VIHAX - 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% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 3.08% | 38.01% | 6.96% | 16.81% | -6.88% | 15.01% | -0.73% | 20.03% | -12.38% | 13.71% |
Returns By Period
In the year-to-date period, AFMFX achieves a -3.07% return, which is significantly lower than VIHAX's 3.08% return.
AFMFX
- 1D
- -0.10%
- 1M
- -7.90%
- YTD
- -3.07%
- 6M
- -1.41%
- 1Y
- 10.11%
- 3Y*
- 12.32%
- 5Y*
- 9.41%
- 10Y*
- —
VIHAX
- 1D
- 0.23%
- 1M
- -8.45%
- YTD
- 3.08%
- 6M
- 10.44%
- 1Y
- 30.03%
- 3Y*
- 19.39%
- 5Y*
- 12.05%
- 10Y*
- 10.16%
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AFMFX vs. VIHAX - Expense Ratio Comparison
AFMFX has a 0.27% expense ratio, which is higher than VIHAX's 0.22% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
AFMFX vs. VIHAX — Risk / Return Rank
AFMFX
VIHAX
AFMFX vs. VIHAX - 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 Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX). 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 | VIHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 2.07 | -1.27 |
Sortino ratioReturn per unit of downside risk | 1.20 | 2.66 | -1.46 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.42 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 2.61 | -1.65 |
Martin ratioReturn relative to average drawdown | 4.19 | 10.91 | -6.72 |
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 | VIHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 2.07 | -1.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.89 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.64 | +0.05 |
Correlation
The correlation between AFMFX and VIHAX is 0.75, 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. VIHAX - Dividend Comparison
AFMFX's dividend yield for the trailing twelve months is around 8.15%, more than VIHAX's 3.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 3.71% | 3.69% | 4.85% | 4.58% | 4.70% | 4.30% | 3.22% | 5.63% | 4.28% | 3.16% | 2.37% |
Drawdowns
AFMFX vs. VIHAX - Drawdown Comparison
The maximum AFMFX drawdown since its inception was -29.79%, smaller than the maximum VIHAX drawdown of -38.80%. Use the drawdown chart below to compare losses from any high point for AFMFX and VIHAX.
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Drawdown Indicators
| AFMFX | VIHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.79% | -38.80% | +9.01% |
Max Drawdown (1Y)Largest decline over 1 year | -10.21% | -10.66% | +0.45% |
Max Drawdown (5Y)Largest decline over 5 years | -15.16% | -23.92% | +8.76% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.80% | — |
Current DrawdownCurrent decline from peak | -7.90% | -8.73% | +0.83% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -6.09% | +3.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 2.57% | -0.23% |
Volatility
AFMFX vs. VIHAX - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class F-3 (AFMFX) is 3.36%, while Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) has a volatility of 5.68%. This indicates that AFMFX experiences smaller price fluctuations and is considered to be less risky than VIHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AFMFX | VIHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 5.68% | -2.32% |
Volatility (6M)Calculated over the trailing 6-month period | 7.33% | 8.82% | -1.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.81% | 14.15% | -0.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.47% | 13.65% | -1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.56% | 15.91% | -1.35% |