AMCPX vs. FXAIX
Compare and contrast key facts about American Funds AMCAP Fund Class A (AMCPX) and Fidelity 500 Index Fund (FXAIX).
AMCPX is managed by American Funds. It was launched on Jan 5, 1967. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
AMCPX vs. FXAIX - Performance Comparison
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AMCPX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, AMCPX achieves a -11.82% return, which is significantly lower than FXAIX's -7.05% return. Over the past 10 years, AMCPX has underperformed FXAIX with an annualized return of 10.59%, while FXAIX has yielded a comparatively higher 13.75% annualized return.
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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AMCPX vs. FXAIX - Expense Ratio Comparison
AMCPX has a 0.65% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
AMCPX vs. FXAIX — Risk / Return Rank
AMCPX
FXAIX
AMCPX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class A (AMCPX) and Fidelity 500 Index Fund (FXAIX). 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.
| AMCPX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 0.84 | -0.27 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.30 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.20 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 1.05 | -0.46 |
Martin ratioReturn relative to average drawdown | 2.42 | 5.13 | -2.71 |
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
| AMCPX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 0.84 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.68 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.77 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.75 | -0.18 |
Correlation
The correlation between AMCPX and FXAIX is 0.96, 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
AMCPX vs. FXAIX - Dividend Comparison
AMCPX's dividend yield for the trailing twelve months is around 9.90%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
AMCPX vs. FXAIX - Drawdown Comparison
The maximum AMCPX drawdown since its inception was -62.37%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for AMCPX and FXAIX.
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Drawdown Indicators
| AMCPX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.37% | -33.79% | -28.58% |
Max Drawdown (1Y)Largest decline over 1 year | -14.18% | -12.13% | -2.05% |
Max Drawdown (5Y)Largest decline over 5 years | -36.90% | -24.50% | -12.40% |
Max Drawdown (10Y)Largest decline over 10 years | -36.90% | -33.79% | -3.11% |
Current DrawdownCurrent decline from peak | -14.18% | -8.89% | -5.29% |
Average DrawdownAverage peak-to-trough decline | -9.60% | -3.83% | -5.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 2.50% | +0.97% |
Volatility
AMCPX vs. FXAIX - Volatility Comparison
American Funds AMCAP Fund Class A (AMCPX) has a higher volatility of 5.26% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that AMCPX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMCPX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 4.24% | +1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 11.06% | 9.08% | +1.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.60% | 18.13% | +1.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 16.88% | +2.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.63% | 18.03% | +0.60% |