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

Key characteristics


AMCPXVTI
YTD Return7.03%7.25%
1Y Return28.42%28.09%
3Y Return (Ann)4.38%7.12%
5Y Return (Ann)10.30%12.77%
10Y Return (Ann)10.61%12.09%
Sharpe Ratio2.052.25
Daily Std Dev13.55%12.05%
Max Drawdown-52.11%-55.45%
Current Drawdown-3.57%-2.45%

Correlation

-0.50.00.51.01.0

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.

Performance

AMCPX vs. VTI - Performance Comparison

The year-to-date returns for both investments are quite close, with AMCPX having a 7.03% return and VTI slightly higher at 7.25%. Over the past 10 years, AMCPX has underperformed VTI with an annualized return of 10.61%, while VTI has yielded a comparatively higher 12.09% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


450.00%500.00%550.00%600.00%December2024FebruaryMarchAprilMay
537.78%
567.53%
AMCPX
VTI

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


American Funds AMCAP Fund Class A

Vanguard Total Stock Market ETF

AMCPX vs. VTI - Expense Ratio Comparison

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


AMCPX
American Funds AMCAP Fund Class A
Expense ratio chart for AMCPX: current value at 0.65% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.65%
Expense ratio chart for VTI: current value at 0.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.03%

Risk-Adjusted Performance

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.


AMCPX
Sharpe ratio
The chart of Sharpe ratio for AMCPX, currently valued at 2.05, compared to the broader market-1.000.001.002.003.004.002.05
Sortino ratio
The chart of Sortino ratio for AMCPX, currently valued at 2.87, compared to the broader market-2.000.002.004.006.008.0010.002.87
Omega ratio
The chart of Omega ratio for AMCPX, currently valued at 1.35, compared to the broader market0.501.001.502.002.503.003.501.35
Calmar ratio
The chart of Calmar ratio for AMCPX, currently valued at 1.15, compared to the broader market0.002.004.006.008.0010.0012.001.15
Martin ratio
The chart of Martin ratio for AMCPX, currently valued at 7.89, compared to the broader market0.0020.0040.0060.007.89
VTI
Sharpe ratio
The chart of Sharpe ratio for VTI, currently valued at 2.25, compared to the broader market-1.000.001.002.003.004.002.25
Sortino ratio
The chart of Sortino ratio for VTI, currently valued at 3.20, compared to the broader market-2.000.002.004.006.008.0010.003.20
Omega ratio
The chart of Omega ratio for VTI, currently valued at 1.38, compared to the broader market0.501.001.502.002.503.003.501.38
Calmar ratio
The chart of Calmar ratio for VTI, currently valued at 1.74, compared to the broader market0.002.004.006.008.0010.0012.001.74
Martin ratio
The chart of Martin ratio for VTI, currently valued at 8.51, compared to the broader market0.0020.0040.0060.008.51

AMCPX vs. VTI - Sharpe Ratio Comparison

The current AMCPX Sharpe Ratio is 2.05, which roughly equals the VTI Sharpe Ratio of 2.25. The chart below compares the 12-month rolling Sharpe Ratio of AMCPX and VTI.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00December2024FebruaryMarchAprilMay
2.05
2.25
AMCPX
VTI

Dividends

AMCPX vs. VTI - Dividend Comparison

AMCPX's dividend yield for the trailing twelve months is around 3.05%, more than VTI's 1.40% yield.


TTM20232022202120202019201820172016201520142013
AMCPX
American Funds AMCAP Fund Class A
3.05%3.26%7.54%5.94%3.88%4.90%10.89%5.37%3.81%8.86%9.35%8.41%
VTI
Vanguard Total Stock Market ETF
1.40%1.44%1.66%1.21%1.42%1.78%2.04%1.71%1.92%1.98%1.76%1.74%

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.


-20.00%-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchAprilMay
-3.57%
-2.45%
AMCPX
VTI

Volatility

AMCPX vs. VTI - Volatility Comparison

American Funds AMCAP Fund Class A (AMCPX) has a higher volatility of 4.75% compared to Vanguard Total Stock Market ETF (VTI) at 4.14%. 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.


2.00%2.50%3.00%3.50%4.00%4.50%5.00%5.50%December2024FebruaryMarchAprilMay
4.75%
4.14%
AMCPX
VTI