AFMFX vs. VUG
Compare and contrast key facts about American Funds American Mutual Fund Class F-3 (AFMFX) and Vanguard Growth ETF (VUG).
AFMFX is managed by American Funds. It was launched on Feb 21, 1950. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Growth Index. It was launched on Nov 13, 2000.
Performance
AFMFX vs. VUG - Performance Comparison
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AFMFX vs. VUG - 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% |
VUG Vanguard Growth ETF | -10.37% | 19.40% | 32.69% | 46.83% | -33.16% | 27.35% | 40.25% | 37.03% | -3.32% | 16.75% |
Returns By Period
In the year-to-date period, AFMFX achieves a -3.07% return, which is significantly higher than VUG's -10.37% return.
AFMFX
- 1D
- -0.10%
- 1M
- -7.90%
- YTD
- -3.07%
- 6M
- -1.41%
- 1Y
- 10.11%
- 3Y*
- 12.32%
- 5Y*
- 9.41%
- 10Y*
- —
VUG
- 1D
- 4.00%
- 1M
- -5.12%
- YTD
- -10.37%
- 6M
- -8.73%
- 1Y
- 18.30%
- 3Y*
- 21.15%
- 5Y*
- 11.43%
- 10Y*
- 16.03%
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AFMFX vs. VUG - Expense Ratio Comparison
AFMFX has a 0.27% expense ratio, which is higher than VUG'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%.
Return for Risk
AFMFX vs. VUG — Risk / Return Rank
AFMFX
VUG
AFMFX vs. VUG - 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 Growth ETF (VUG). 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 | VUG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.81 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.31 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.11 | -0.15 |
Martin ratioReturn relative to average drawdown | 4.19 | 3.96 | +0.23 |
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 | VUG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.81 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.52 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.57 | +0.12 |
Correlation
The correlation between AFMFX and VUG is 0.74, 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. VUG - Dividend Comparison
AFMFX's dividend yield for the trailing twelve months is around 8.15%, more than VUG's 0.46% 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% |
VUG Vanguard Growth ETF | 0.46% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Drawdowns
AFMFX vs. VUG - Drawdown Comparison
The maximum AFMFX drawdown since its inception was -29.79%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for AFMFX and VUG.
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Drawdown Indicators
| AFMFX | VUG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.79% | -50.68% | +20.89% |
Max Drawdown (1Y)Largest decline over 1 year | -10.21% | -16.53% | +6.32% |
Max Drawdown (5Y)Largest decline over 5 years | -15.16% | -35.61% | +20.45% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.61% | — |
Current DrawdownCurrent decline from peak | -7.90% | -13.20% | +5.30% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -7.13% | +4.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 4.66% | -2.32% |
Volatility
AFMFX vs. VUG - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class F-3 (AFMFX) is 3.36%, while Vanguard Growth ETF (VUG) has a volatility of 7.00%. This indicates that AFMFX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AFMFX | VUG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 7.00% | -3.64% |
Volatility (6M)Calculated over the trailing 6-month period | 7.33% | 12.65% | -5.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.81% | 22.68% | -8.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.47% | 22.23% | -9.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.56% | 21.38% | -6.82% |