AMCPX vs. AHITX
Compare and contrast key facts about American Funds AMCAP Fund Class A (AMCPX) and American Funds American High-Income Trust (AHITX).
AMCPX is managed by American Funds. It was launched on Jan 5, 1967. AHITX is managed by American Funds. It was launched on Feb 19, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMCPX or AHITX.
Correlation
The correlation between AMCPX and AHITX is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AMCPX vs. AHITX - Performance Comparison
Key characteristics
AMCPX:
-0.03
AHITX:
2.13
AMCPX:
0.11
AHITX:
3.02
AMCPX:
1.02
AHITX:
1.47
AMCPX:
-0.02
AHITX:
2.21
AMCPX:
-0.07
AHITX:
9.81
AMCPX:
7.33%
AHITX:
0.89%
AMCPX:
21.45%
AHITX:
4.10%
AMCPX:
-52.11%
AHITX:
-34.94%
AMCPX:
-15.36%
AHITX:
-1.61%
Returns By Period
In the year-to-date period, AMCPX achieves a -5.90% return, which is significantly lower than AHITX's 0.36% return. Over the past 10 years, AMCPX has underperformed AHITX with an annualized return of 3.84%, while AHITX has yielded a comparatively higher 4.74% annualized return.
AMCPX
-5.90%
-2.24%
-9.37%
0.10%
5.79%
3.84%
AHITX
0.36%
-0.91%
1.36%
9.09%
7.91%
4.74%
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AMCPX vs. AHITX - Expense Ratio Comparison
AMCPX has a 0.65% expense ratio, which is lower than AHITX's 0.69% expense ratio.
Risk-Adjusted Performance
AMCPX vs. AHITX — Risk-Adjusted Performance Rank
AMCPX
AHITX
AMCPX vs. AHITX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class A (AMCPX) and American Funds American High-Income Trust (AHITX). 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
AMCPX vs. AHITX - Dividend Comparison
AMCPX's dividend yield for the trailing twelve months is around 0.41%, less than AHITX's 6.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | 0.41% | 0.39% | 0.57% | 0.00% | 0.00% | 0.19% | 0.53% | 0.64% | 0.41% | 0.44% | 3.70% | 3.29% |
AHITX American Funds American High-Income Trust | 6.32% | 6.25% | 6.43% | 5.52% | 4.28% | 5.81% | 6.19% | 6.31% | 5.47% | 5.60% | 6.95% | 6.37% |
Drawdowns
AMCPX vs. AHITX - Drawdown Comparison
The maximum AMCPX drawdown since its inception was -52.11%, which is greater than AHITX's maximum drawdown of -34.94%. Use the drawdown chart below to compare losses from any high point for AMCPX and AHITX. For additional features, visit the drawdowns tool.
Volatility
AMCPX vs. AHITX - Volatility Comparison
American Funds AMCAP Fund Class A (AMCPX) has a higher volatility of 14.34% compared to American Funds American High-Income Trust (AHITX) at 2.53%. This indicates that AMCPX's price experiences larger fluctuations and is considered to be riskier than AHITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.