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AMCPX vs. VTI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AMCPX and VTI is 0.95, 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.


-0.50.00.51.0
Correlation: 0.9

Performance

AMCPX vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds AMCAP Fund Class A (AMCPX) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

200.00%300.00%400.00%500.00%600.00%700.00%December2025FebruaryMarchAprilMay
281.09%
644.00%
AMCPX
VTI

Key characteristics

Sharpe Ratio

AMCPX:

0.20

VTI:

0.68

Sortino Ratio

AMCPX:

0.41

VTI:

1.08

Omega Ratio

AMCPX:

1.06

VTI:

1.16

Calmar Ratio

AMCPX:

0.17

VTI:

0.71

Martin Ratio

AMCPX:

0.55

VTI:

2.77

Ulcer Index

AMCPX:

7.59%

VTI:

4.94%

Daily Std Dev

AMCPX:

21.47%

VTI:

20.02%

Max Drawdown

AMCPX:

-52.11%

VTI:

-55.45%

Current Drawdown

AMCPX:

-12.28%

VTI:

-7.70%

Returns By Period

In the year-to-date period, AMCPX achieves a -2.48% return, which is significantly higher than VTI's -3.46% return. Over the past 10 years, AMCPX has underperformed VTI with an annualized return of 4.33%, while VTI has yielded a comparatively higher 11.87% annualized return.


AMCPX

YTD

-2.48%

1M

14.61%

6M

-5.05%

1Y

2.46%

5Y*

6.17%

10Y*

4.33%

VTI

YTD

-3.46%

1M

12.21%

6M

-0.55%

1Y

11.44%

5Y*

15.96%

10Y*

11.87%

*Annualized

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AMCPX vs. VTI - Expense Ratio Comparison

AMCPX has a 0.65% expense ratio, which is higher than VTI's 0.03% expense ratio.


Expense ratio chart for AMCPX: current value is 0.65%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
AMCPX: 0.65%
Expense ratio chart for VTI: current value is 0.03%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VTI: 0.03%

Risk-Adjusted Performance

AMCPX vs. VTI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMCPX
The Risk-Adjusted Performance Rank of AMCPX is 2727
Overall Rank
The Sharpe Ratio Rank of AMCPX is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of AMCPX is 2828
Sortino Ratio Rank
The Omega Ratio Rank of AMCPX is 2727
Omega Ratio Rank
The Calmar Ratio Rank of AMCPX is 2929
Calmar Ratio Rank
The Martin Ratio Rank of AMCPX is 2626
Martin Ratio Rank

VTI
The Risk-Adjusted Performance Rank of VTI is 6464
Overall Rank
The Sharpe Ratio Rank of VTI is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of VTI is 6262
Sortino Ratio Rank
The Omega Ratio Rank of VTI is 6565
Omega Ratio Rank
The Calmar Ratio Rank of VTI is 6767
Calmar Ratio Rank
The Martin Ratio Rank of VTI is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AMCPX vs. VTI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class A (AMCPX) and Vanguard Total Stock Market ETF (VTI). 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.


The chart of Sharpe ratio for AMCPX, currently valued at 0.20, compared to the broader market-2.00-1.000.001.002.003.00
AMCPX: 0.20
VTI: 0.68
The chart of Sortino ratio for AMCPX, currently valued at 0.41, compared to the broader market-2.000.002.004.006.008.00
AMCPX: 0.41
VTI: 1.08
The chart of Omega ratio for AMCPX, currently valued at 1.06, compared to the broader market0.501.001.502.002.503.00
AMCPX: 1.06
VTI: 1.16
The chart of Calmar ratio for AMCPX, currently valued at 0.17, compared to the broader market0.002.004.006.008.0010.00
AMCPX: 0.17
VTI: 0.71
The chart of Martin ratio for AMCPX, currently valued at 0.55, compared to the broader market0.0010.0020.0030.0040.00
AMCPX: 0.55
VTI: 2.77

The current AMCPX Sharpe Ratio is 0.20, which is lower than the VTI Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of AMCPX and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.20
0.68
AMCPX
VTI

Dividends

AMCPX vs. VTI - Dividend Comparison

AMCPX's dividend yield for the trailing twelve months is around 0.40%, less than VTI's 1.34% yield.


TTM20242023202220212020201920182017201620152014
AMCPX
American Funds AMCAP Fund Class A
0.40%0.39%0.57%0.00%0.00%0.19%0.53%0.64%0.41%0.44%3.70%3.29%
VTI
Vanguard Total Stock Market ETF
1.34%1.27%1.44%1.66%1.21%1.42%1.78%2.04%1.71%1.92%1.98%1.76%

Drawdowns

AMCPX vs. VTI - Drawdown Comparison

The maximum AMCPX drawdown since its inception was -52.11%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for AMCPX and VTI. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-12.28%
-7.70%
AMCPX
VTI

Volatility

AMCPX vs. VTI - Volatility Comparison

American Funds AMCAP Fund Class A (AMCPX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 14.27% and 14.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
14.27%
14.77%
AMCPX
VTI