AMCPX vs. IDIVX
Compare and contrast key facts about American Funds AMCAP Fund Class A (AMCPX) and Integrity Dividend Harvest Fund (IDIVX).
AMCPX is managed by American Funds. It was launched on Jan 5, 1967. IDIVX is managed by IntegrityVikingFunds. It was launched on May 1, 2012.
Performance
AMCPX vs. IDIVX - Performance Comparison
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AMCPX vs. IDIVX - 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% |
IDIVX Integrity Dividend Harvest Fund | 4.46% | 17.39% | 21.13% | 5.06% | 2.13% | 24.10% | -1.04% | 22.97% | -5.19% | 11.10% |
Returns By Period
In the year-to-date period, AMCPX achieves a -11.82% return, which is significantly lower than IDIVX's 4.46% return. Both investments have delivered pretty close results over the past 10 years, with AMCPX having a 10.59% annualized return and IDIVX not far ahead at 10.72%.
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%
IDIVX
- 1D
- -0.14%
- 1M
- -4.22%
- YTD
- 4.46%
- 6M
- 7.39%
- 1Y
- 19.42%
- 3Y*
- 16.52%
- 5Y*
- 13.08%
- 10Y*
- 10.72%
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AMCPX vs. IDIVX - Expense Ratio Comparison
AMCPX has a 0.65% expense ratio, which is lower than IDIVX's 0.95% expense ratio.
Return for Risk
AMCPX vs. IDIVX — Risk / Return Rank
AMCPX
IDIVX
AMCPX vs. IDIVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class A (AMCPX) and Integrity Dividend Harvest Fund (IDIVX). 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 | IDIVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 1.48 | -0.91 |
Sortino ratioReturn per unit of downside risk | 0.94 | 2.06 | -1.11 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.30 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 1.74 | -1.15 |
Martin ratioReturn relative to average drawdown | 2.42 | 8.34 | -5.92 |
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 | IDIVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 1.48 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.95 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.72 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.70 | -0.13 |
Correlation
The correlation between AMCPX and IDIVX is 0.71, 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. IDIVX - Dividend Comparison
AMCPX's dividend yield for the trailing twelve months is around 9.90%, more than IDIVX's 6.70% 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% |
IDIVX Integrity Dividend Harvest Fund | 6.70% | 7.19% | 8.89% | 3.13% | 3.59% | 2.83% | 3.67% | 7.27% | 10.21% | 8.31% | 1.11% | 0.00% |
Drawdowns
AMCPX vs. IDIVX - Drawdown Comparison
The maximum AMCPX drawdown since its inception was -62.37%, which is greater than IDIVX's maximum drawdown of -31.64%. Use the drawdown chart below to compare losses from any high point for AMCPX and IDIVX.
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Drawdown Indicators
| AMCPX | IDIVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.37% | -31.64% | -30.73% |
Max Drawdown (1Y)Largest decline over 1 year | -14.18% | -11.36% | -2.82% |
Max Drawdown (5Y)Largest decline over 5 years | -36.90% | -16.34% | -20.56% |
Max Drawdown (10Y)Largest decline over 10 years | -36.90% | -31.64% | -5.26% |
Current DrawdownCurrent decline from peak | -14.18% | -4.44% | -9.74% |
Average DrawdownAverage peak-to-trough decline | -9.60% | -3.39% | -6.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 2.37% | +1.10% |
Volatility
AMCPX vs. IDIVX - Volatility Comparison
American Funds AMCAP Fund Class A (AMCPX) has a higher volatility of 5.26% compared to Integrity Dividend Harvest Fund (IDIVX) at 3.28%. This indicates that AMCPX's price experiences larger fluctuations and is considered to be riskier than IDIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMCPX | IDIVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 3.28% | +1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 11.06% | 7.27% | +3.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.60% | 13.95% | +5.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 13.89% | +5.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.63% | 14.91% | +3.72% |