AFMFX vs. VOO
Compare and contrast key facts about American Funds American Mutual Fund Class F-3 (AFMFX) and Vanguard S&P 500 ETF (VOO).
AFMFX is managed by American Funds. It was launched on Feb 21, 1950. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AFMFX or VOO.
Key characteristics
| AFMFX | VOO | |
|---|---|---|
| YTD Return | 3.02% | 5.63% |
| 1Y Return | 11.11% | 23.68% |
| 3Y Return (Ann) | 6.78% | 7.89% |
| 5Y Return (Ann) | 9.44% | 13.12% |
| Sharpe Ratio | 1.09 | 1.91 |
| Daily Std Dev | 9.03% | 11.70% |
| Max Drawdown | -29.79% | -33.99% |
| Current Drawdown | -3.86% | -4.45% |
Correlation
The correlation between AFMFX and VOO is 0.91, 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.
Performance
AFMFX vs. VOO - Performance Comparison
In the year-to-date period, AFMFX achieves a 3.02% return, which is significantly lower than VOO's 5.63% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AFMFX vs. VOO - Expense Ratio Comparison
AFMFX has a 0.27% expense ratio, which is higher than VOO's 0.03% 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%.
Risk-Adjusted Performance
AFMFX vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
AFMFX's dividend yield for the trailing twelve months is around 3.98%, more than VOO's 1.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMFX American Funds American Mutual Fund Class F-3 | 3.98% | 4.06% | 5.20% | 4.96% | 2.22% | 5.05% | 6.92% | 6.37% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AFMFX vs. VOO - Drawdown Comparison
The maximum AFMFX drawdown since its inception was -29.79%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AFMFX and VOO. For additional features, visit the drawdowns tool.
Volatility
AFMFX vs. VOO - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class F-3 (AFMFX) is 2.89%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.89%. This indicates that AFMFX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.