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.
Correlation
The correlation between AFMFX and VOO is 0.90, 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
Key characteristics
AFMFX:
0.27
VOO:
0.30
AFMFX:
0.45
VOO:
0.55
AFMFX:
1.07
VOO:
1.08
AFMFX:
0.26
VOO:
0.30
AFMFX:
0.95
VOO:
1.37
AFMFX:
4.15%
VOO:
4.10%
AFMFX:
14.70%
VOO:
18.73%
AFMFX:
-29.79%
VOO:
-33.99%
AFMFX:
-11.34%
VOO:
-13.97%
Returns By Period
In the year-to-date period, AFMFX achieves a -3.17% return, which is significantly higher than VOO's -10.00% return.
AFMFX
-3.17%
-5.58%
-10.51%
4.12%
9.02%
N/A
VOO
-10.00%
-7.00%
-9.11%
5.82%
14.67%
11.73%
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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 Rank
AFMFX
VOO
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 2.15%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMFX American Funds American Mutual Fund Class F-3 | 2.15% | 2.06% | 2.43% | 2.33% | 1.93% | 2.22% | 2.31% | 2.56% | 2.28% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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 10.27%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.38%. 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.