AMCPX vs. SPY
Compare and contrast key facts about American Funds AMCAP Fund Class A (AMCPX) and SPDR S&P 500 ETF (SPY).
AMCPX is managed by American Funds. It was launched on Jan 5, 1967. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMCPX or SPY.
Correlation
The correlation between AMCPX and SPY is 0.93, 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.
Performance
AMCPX vs. SPY - Performance Comparison
Key characteristics
AMCPX:
-0.03
SPY:
0.51
AMCPX:
0.11
SPY:
0.86
AMCPX:
1.02
SPY:
1.13
AMCPX:
-0.02
SPY:
0.55
AMCPX:
-0.07
SPY:
2.26
AMCPX:
7.33%
SPY:
4.55%
AMCPX:
21.45%
SPY:
20.08%
AMCPX:
-52.11%
SPY:
-55.19%
AMCPX:
-15.36%
SPY:
-9.89%
Returns By Period
The year-to-date returns for both investments are quite close, with AMCPX having a -5.90% return and SPY slightly higher at -5.76%. Over the past 10 years, AMCPX has underperformed SPY with an annualized return of 3.84%, while SPY has yielded a comparatively higher 11.99% annualized return.
AMCPX
-5.90%
-2.24%
-9.37%
0.10%
5.79%
3.84%
SPY
-5.76%
-3.16%
-4.30%
10.76%
15.96%
11.99%
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AMCPX vs. SPY - Expense Ratio Comparison
AMCPX has a 0.65% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
AMCPX vs. SPY — Risk-Adjusted Performance Rank
AMCPX
SPY
AMCPX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class A (AMCPX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
AMCPX's dividend yield for the trailing twelve months is around 0.41%, less than SPY's 1.30% 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% |
SPY SPDR S&P 500 ETF | 1.30% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
AMCPX vs. SPY - Drawdown Comparison
The maximum AMCPX drawdown since its inception was -52.11%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AMCPX and SPY. For additional features, visit the drawdowns tool.
Volatility
AMCPX vs. SPY - Volatility Comparison
The current volatility for American Funds AMCAP Fund Class A (AMCPX) is 14.34%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.12%. This indicates that AMCPX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.