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 managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMCPX or FXAIX.
Performance
AMCPX vs. FXAIX - Performance Comparison
Returns By Period
In the year-to-date period, AMCPX achieves a 18.63% return, which is significantly lower than FXAIX's 26.26% return. Over the past 10 years, AMCPX has underperformed FXAIX with an annualized return of 4.82%, while FXAIX has yielded a comparatively higher 13.07% annualized return.
AMCPX
18.63%
0.53%
8.10%
22.91%
6.54%
4.82%
FXAIX
26.26%
1.79%
13.68%
32.38%
15.71%
13.07%
Key characteristics
| AMCPX | FXAIX | |
|---|---|---|
| Sharpe Ratio | 1.69 | 2.69 |
| Sortino Ratio | 2.31 | 3.59 |
| Omega Ratio | 1.30 | 1.50 |
| Calmar Ratio | 1.02 | 3.90 |
| Martin Ratio | 10.80 | 17.53 |
| Ulcer Index | 2.18% | 1.88% |
| Daily Std Dev | 13.96% | 12.24% |
| Max Drawdown | -52.11% | -33.79% |
| Current Drawdown | -5.12% | -0.81% |
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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.
Correlation
The correlation between AMCPX and FXAIX is 0.94, 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.
Risk-Adjusted Performance
AMCPX vs. FXAIX - Risk-Adjusted Performance 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.
Dividends
AMCPX vs. FXAIX - Dividend Comparison
AMCPX's dividend yield for the trailing twelve months is around 0.27%, less than FXAIX's 1.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | 0.27% | 0.57% | 0.00% | 0.00% | 0.19% | 0.53% | 0.64% | 0.41% | 0.44% | 3.70% | 3.29% | 8.41% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
AMCPX vs. FXAIX - Drawdown Comparison
The maximum AMCPX drawdown since its inception was -52.11%, 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. For additional features, visit the drawdowns tool.
Volatility
AMCPX vs. FXAIX - Volatility Comparison
American Funds AMCAP Fund Class A (AMCPX) has a higher volatility of 4.35% compared to Fidelity 500 Index Fund (FXAIX) at 3.95%. 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.