AMPCX vs. AMCPX
Compare and contrast key facts about American Funds AMCAP Fund Class C (AMPCX) and American Funds AMCAP Fund Class A (AMCPX).
AMPCX is managed by American Funds. It was launched on May 1, 1967. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMPCX or AMCPX.
Key characteristics
| AMPCX | AMCPX | |
|---|---|---|
| YTD Return | 4.75% | 5.01% |
| 1Y Return | 24.15% | 25.09% |
| 3Y Return (Ann) | 2.59% | 3.35% |
| 5Y Return (Ann) | 9.09% | 9.90% |
| 10Y Return (Ann) | 9.54% | 10.38% |
| Sharpe Ratio | 1.70 | 1.77 |
| Daily Std Dev | 13.50% | 13.53% |
| Max Drawdown | -53.01% | -52.11% |
| Current Drawdown | -6.14% | -5.39% |
Correlation
The correlation between AMPCX and AMCPX is 1.00, 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
AMPCX vs. AMCPX - Performance Comparison
In the year-to-date period, AMPCX achieves a 4.75% return, which is significantly lower than AMCPX's 5.01% return. Over the past 10 years, AMPCX has underperformed AMCPX with an annualized return of 9.54%, while AMCPX has yielded a comparatively higher 10.38% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AMPCX vs. AMCPX - Expense Ratio Comparison
AMPCX has a 1.40% expense ratio, which is higher than AMCPX's 0.65% expense ratio.
Risk-Adjusted Performance
AMPCX vs. AMCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class C (AMPCX) and American Funds AMCAP Fund Class A (AMCPX). 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
AMPCX vs. AMCPX - Dividend Comparison
AMPCX's dividend yield for the trailing twelve months is around 3.17%, more than AMCPX's 3.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | 3.17% | 3.32% | 9.21% | 7.09% | 4.32% | 5.06% | 11.76% | 5.61% | 3.77% | 9.83% | 10.16% | 8.51% |
AMCPX American Funds AMCAP Fund Class A | 3.10% | 3.26% | 7.54% | 5.94% | 3.88% | 4.90% | 10.89% | 5.37% | 3.81% | 8.86% | 9.35% | 8.41% |
Drawdowns
AMPCX vs. AMCPX - Drawdown Comparison
The maximum AMPCX drawdown since its inception was -53.01%, roughly equal to the maximum AMCPX drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for AMPCX and AMCPX. For additional features, visit the drawdowns tool.
Volatility
AMPCX vs. AMCPX - Volatility Comparison
American Funds AMCAP Fund Class C (AMPCX) and American Funds AMCAP Fund Class A (AMCPX) have volatilities of 4.70% and 4.69%, 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.