AMCPX vs. VTI
Compare and contrast key facts about American Funds AMCAP Fund Class A (AMCPX) and Vanguard Total Stock Market ETF (VTI).
AMCPX is managed by American Funds. It was launched on Jan 5, 1967. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMCPX or VTI.
Performance
AMCPX vs. VTI - Performance Comparison
Returns By Period
In the year-to-date period, AMCPX achieves a 18.63% return, which is significantly lower than VTI's 25.64% return. Over the past 10 years, AMCPX has underperformed VTI with an annualized return of 4.82%, while VTI has yielded a comparatively higher 12.67% annualized return.
AMCPX
18.63%
0.53%
8.10%
22.91%
6.54%
4.82%
VTI
25.64%
2.57%
14.24%
32.95%
15.11%
12.67%
Key characteristics
| AMCPX | VTI | |
|---|---|---|
| Sharpe Ratio | 1.69 | 2.68 |
| Sortino Ratio | 2.31 | 3.57 |
| Omega Ratio | 1.30 | 1.49 |
| Calmar Ratio | 1.02 | 3.91 |
| Martin Ratio | 10.80 | 17.13 |
| Ulcer Index | 2.18% | 1.96% |
| Daily Std Dev | 13.96% | 12.51% |
| Max Drawdown | -52.11% | -55.45% |
| Current Drawdown | -5.12% | -0.84% |
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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.
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.
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.
Dividends
AMCPX vs. VTI - Dividend Comparison
AMCPX's dividend yield for the trailing twelve months is around 0.27%, less than VTI's 1.27% 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% |
VTI Vanguard Total Stock Market ETF | 1.27% | 1.44% | 1.67% | 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.
Volatility
AMCPX vs. VTI - Volatility Comparison
American Funds AMCAP Fund Class A (AMCPX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.35% and 4.19%, 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.