AMCPX vs. VTI
AMCPX (American Funds AMCAP Fund Class A) and VTI (Vanguard Total Stock Market ETF) are both funds - AMCPX is a Large Cap Growth Equities fund actively managed by American Funds, while VTI is a Large Cap Blend Equities fund tracking the CRSP US Total Market Index. AMCPX is actively managed, while VTI is passively managed. Over the past 10 years, AMCPX returned 12.36%/yr vs 15.31%/yr for VTI. With a 0.96 correlation, they move nearly in lockstep. AMCPX charges 0.64%/yr vs 0.03%/yr for VTI.
Performance
AMCPX vs. VTI - Performance Comparison
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Returns By Period
In the year-to-date period, AMCPX achieves a 5.53% return, which is significantly lower than VTI's 10.35% return. Over the past 10 years, AMCPX has underperformed VTI with an annualized return of 12.36%, while VTI has yielded a comparatively higher 15.31% annualized return.
AMCPX
- 1D
- 1.49%
- 1M
- 1.54%
- YTD
- 5.53%
- 6M
- 5.33%
- 1Y
- 20.65%
- 3Y*
- 18.68%
- 5Y*
- 9.06%
- 10Y*
- 12.36%
VTI
- 1D
- -0.32%
- 1M
- 0.55%
- YTD
- 10.35%
- 6M
- 9.59%
- 1Y
- 27.18%
- 3Y*
- 21.19%
- 5Y*
- 12.36%
- 10Y*
- 15.31%
AMCPX vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | 5.53% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
VTI Vanguard Total Stock Market ETF | 10.35% | 17.10% | 23.81% | 26.05% | -19.52% | 25.68% | 21.08% | 30.67% | -5.23% | 21.21% |
Correlation
The correlation between AMCPX and VTI is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since May 31, 2001 | 0.96 |
The correlation between AMCPX and VTI has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.
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Return for Risk
AMCPX vs. VTI — Risk / Return Rank
AMCPX
VTI
AMCPX vs. VTI - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AMCPX | VTI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.82 | ||
| Sortino ratioReturn per unit of downside risk | -1.02 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.38 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | 3.06 | -1.63 |
| Martin ratioReturn relative to average drawdown | 5.70 | 13.68 | -7.98 |
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Drawdowns
AMCPX vs. VTI - Drawdown Comparison
The maximum AMCPX drawdown since its inception was -62.37%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for AMCPX and VTI.
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Drawdown Indicators
| AMCPX | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.37% | -55.45% | -6.92% |
Max Drawdown (1Y)Largest decline over 1 year | -14.18% | -8.92% | -5.26% |
Max Drawdown (3Y)Largest decline over 3 years | -19.71% | -19.30% | -0.41% |
Max Drawdown (5Y)Largest decline over 5 years | -36.90% | -25.36% | -11.54% |
Max Drawdown (10Y)Largest decline over 10 years | -36.90% | -35.00% | -1.90% |
Current DrawdownCurrent decline from peak | -1.53% | -1.48% | -0.05% |
Average DrawdownAverage peak-to-trough decline | -9.57% | -8.01% | -1.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 1.99% | +1.56% |
Volatility
AMCPX vs. VTI - Volatility Comparison
American Funds AMCAP Fund Class A (AMCPX) has a higher volatility of 5.90% compared to Vanguard Total Stock Market ETF (VTI) at 4.74%. This indicates that AMCPX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMCPX | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.90% | 4.74% | +1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 12.43% | 9.96% | +2.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.38% | 12.76% | +2.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.37% | 17.49% | +1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.78% | 18.35% | +0.43% |
AMCPX vs. VTI - Expense Ratio Comparison
AMCPX has a 0.64% expense ratio, which is higher than VTI's 0.03% expense ratio.
Dividends
AMCPX vs. VTI - Dividend Comparison
AMCPX's dividend yield for the trailing twelve months is around 12.62%, more than VTI's 1.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | 12.62% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
VTI Vanguard Total Stock Market ETF | 1.02% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Frequently Asked Questions
With a correlation of 0.94, AMCPX and VTI move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
AMCPX has higher volatility (5.90%) compared to VTI (4.74%). In terms of maximum drawdown, AMCPX dropped -62.37% vs VTI's -55.45%.
VTI currently has the higher Sharpe Ratio (2.14 vs 1.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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