AMCPX vs. VOOG
Compare and contrast key facts about American Funds AMCAP Fund Class A (AMCPX) and Vanguard S&P 500 Growth ETF (VOOG).
AMCPX is managed by American Funds. It was launched on Jan 5, 1967. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMCPX or VOOG.
Performance
AMCPX vs. VOOG - Performance Comparison
Returns By Period
In the year-to-date period, AMCPX achieves a 18.63% return, which is significantly lower than VOOG's 33.18% return. Over the past 10 years, AMCPX has underperformed VOOG with an annualized return of 4.82%, while VOOG has yielded a comparatively higher 14.88% annualized return.
AMCPX
18.63%
0.53%
8.10%
22.91%
6.54%
4.82%
VOOG
33.18%
1.66%
14.97%
37.87%
17.54%
14.88%
Key characteristics
| AMCPX | VOOG | |
|---|---|---|
| Sharpe Ratio | 1.69 | 2.24 |
| Sortino Ratio | 2.31 | 2.91 |
| Omega Ratio | 1.30 | 1.41 |
| Calmar Ratio | 1.02 | 2.86 |
| Martin Ratio | 10.80 | 11.87 |
| Ulcer Index | 2.18% | 3.22% |
| Daily Std Dev | 13.96% | 17.05% |
| Max Drawdown | -52.11% | -32.73% |
| Current Drawdown | -5.12% | -1.55% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AMCPX vs. VOOG - Expense Ratio Comparison
AMCPX has a 0.65% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Correlation
The correlation between AMCPX and VOOG is 0.92, 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. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class A (AMCPX) and Vanguard S&P 500 Growth ETF (VOOG). 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. VOOG - Dividend Comparison
AMCPX's dividend yield for the trailing twelve months is around 0.27%, less than VOOG's 0.60% 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% |
VOOG Vanguard S&P 500 Growth ETF | 0.60% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
AMCPX vs. VOOG - Drawdown Comparison
The maximum AMCPX drawdown since its inception was -52.11%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for AMCPX and VOOG. For additional features, visit the drawdowns tool.
Volatility
AMCPX vs. VOOG - Volatility Comparison
The current volatility for American Funds AMCAP Fund Class A (AMCPX) is 4.35%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.41%. This indicates that AMCPX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.