AMFFX vs. FLCOX
Compare and contrast key facts about American Mutual Fund Class F-1 (AMFFX) and Fidelity Large Cap Value Index Fund (FLCOX).
AMFFX is an actively managed fund by American Funds. It was launched on Feb 21, 1950. FLCOX is a passively managed fund by Fidelity that tracks the performance of the Russell 1000 Value Index. It was launched on Jun 7, 2016.
Performance
AMFFX vs. FLCOX - Performance Comparison
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AMFFX vs. FLCOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMFFX American Mutual Fund Class F-1 | -1.35% | 15.99% | 14.87% | 9.36% | -4.54% | 25.04% | 4.73% | 21.48% | -2.37% | 16.80% |
FLCOX Fidelity Large Cap Value Index Fund | 2.08% | 15.90% | 14.38% | 11.48% | -7.57% | 25.09% | 2.87% | 26.54% | -8.38% | 10.90% |
Returns By Period
In the year-to-date period, AMFFX achieves a -1.35% return, which is significantly lower than FLCOX's 2.08% return.
AMFFX
- 1D
- 1.88%
- 1M
- -6.05%
- YTD
- -1.35%
- 6M
- -0.20%
- 1Y
- 11.60%
- 3Y*
- 12.59%
- 5Y*
- 9.57%
- 10Y*
- 10.62%
FLCOX
- 1D
- 2.13%
- 1M
- -4.69%
- YTD
- 2.08%
- 6M
- 5.86%
- 1Y
- 15.94%
- 3Y*
- 14.30%
- 5Y*
- 9.21%
- 10Y*
- —
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AMFFX vs. FLCOX - Expense Ratio Comparison
AMFFX has a 0.64% expense ratio, which is higher than FLCOX's 0.04% expense ratio.
Return for Risk
AMFFX vs. FLCOX — Risk / Return Rank
AMFFX
FLCOX
AMFFX vs. FLCOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Mutual Fund Class F-1 (AMFFX) and Fidelity Large Cap Value Index Fund (FLCOX). 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.
| AMFFX | FLCOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 1.02 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.48 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.22 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.44 | -0.19 |
Martin ratioReturn relative to average drawdown | 5.33 | 6.76 | -1.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMFFX | FLCOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 1.02 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.62 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.54 | +0.01 |
Correlation
The correlation between AMFFX and FLCOX is 0.94, 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.
Dividends
AMFFX vs. FLCOX - Dividend Comparison
AMFFX's dividend yield for the trailing twelve months is around 7.66%, more than FLCOX's 1.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMFFX American Mutual Fund Class F-1 | 7.66% | 7.53% | 6.26% | 3.72% | 4.84% | 4.73% | 1.95% | 4.56% | 6.38% | 5.89% | 4.78% | 6.48% |
FLCOX Fidelity Large Cap Value Index Fund | 1.48% | 1.51% | 1.92% | 1.99% | 2.01% | 1.55% | 2.28% | 3.82% | 2.79% | 0.60% | 0.00% | 0.00% |
Drawdowns
AMFFX vs. FLCOX - Drawdown Comparison
The maximum AMFFX drawdown since its inception was -48.76%, which is greater than FLCOX's maximum drawdown of -38.28%. Use the drawdown chart below to compare losses from any high point for AMFFX and FLCOX.
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Drawdown Indicators
| AMFFX | FLCOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.76% | -38.28% | -10.48% |
Max Drawdown (1Y)Largest decline over 1 year | -10.21% | -11.81% | +1.60% |
Max Drawdown (5Y)Largest decline over 5 years | -15.32% | -19.00% | +3.68% |
Max Drawdown (10Y)Largest decline over 10 years | -29.83% | — | — |
Current DrawdownCurrent decline from peak | -6.20% | -4.82% | -1.38% |
Average DrawdownAverage peak-to-trough decline | -5.76% | -4.52% | -1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 2.51% | -0.13% |
Volatility
AMFFX vs. FLCOX - Volatility Comparison
The current volatility for American Mutual Fund Class F-1 (AMFFX) is 4.05%, while Fidelity Large Cap Value Index Fund (FLCOX) has a volatility of 4.38%. This indicates that AMFFX experiences smaller price fluctuations and is considered to be less risky than FLCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMFFX | FLCOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 4.38% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 7.56% | 8.29% | -0.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.89% | 15.73% | -1.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.50% | 14.83% | -2.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.11% | 17.73% | -3.62% |