AMPCX vs. AMCPX
AMPCX (American Funds AMCAP Fund Class C) and AMCPX (American Funds AMCAP Fund Class A) are both Large Cap Growth Equities funds from American Funds. Over the past 10 years, AMPCX returned 11.76%/yr vs 12.36%/yr for AMCPX. With a 1.00 correlation, they move nearly in lockstep. AMPCX charges 1.40%/yr vs 0.64%/yr for AMCPX.
Performance
AMPCX vs. AMCPX - Performance Comparison
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Returns By Period
In the year-to-date period, AMPCX achieves a 5.16% return, which is significantly lower than AMCPX's 5.53% return. Over the past 10 years, AMPCX has underperformed AMCPX with an annualized return of 11.76%, while AMCPX has yielded a comparatively higher 12.36% annualized return.
AMPCX
- 1D
- 1.51%
- 1M
- 1.46%
- YTD
- 5.16%
- 6M
- 4.92%
- 1Y
- 19.73%
- 3Y*
- 17.78%
- 5Y*
- 8.80%
- 10Y*
- 11.76%
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%
AMPCX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | 5.16% | 16.78% | 20.17% | 30.08% | -29.17% | 22.77% | 20.52% | 25.37% | -5.50% | 21.11% |
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% |
Correlation
The correlation between AMPCX and AMCPX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (10Y) Calculated over the trailing 10-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Mar 15, 2001 | 1.00 |
The correlation between AMPCX and AMCPX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
AMPCX vs. AMCPX — Risk / Return Rank
AMPCX
AMCPX
AMPCX vs. AMCPX - Risk-Adjusted Trends 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.
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.
| AMPCX | AMCPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.24 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.43 | -0.08 |
| Martin ratioReturn relative to average drawdown | 5.36 | 5.70 | -0.34 |
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Drawdowns
AMPCX vs. AMCPX - Drawdown Comparison
The maximum AMPCX drawdown since its inception was -53.38%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for AMPCX and AMCPX.
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Drawdown Indicators
| AMPCX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.38% | -62.37% | +8.99% |
Max Drawdown (1Y)Largest decline over 1 year | -14.33% | -14.18% | -0.15% |
Max Drawdown (3Y)Largest decline over 3 years | -19.81% | -19.71% | -0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -35.67% | -36.90% | +1.23% |
Max Drawdown (10Y)Largest decline over 10 years | -35.67% | -36.90% | +1.23% |
Current DrawdownCurrent decline from peak | -1.57% | -1.53% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -9.20% | -9.57% | +0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 3.55% | +0.05% |
Volatility
AMPCX vs. AMCPX - Volatility Comparison
American Funds AMCAP Fund Class C (AMPCX) and American Funds AMCAP Fund Class A (AMCPX) have volatilities of 5.92% and 5.90%, 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.
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Volatility by Period
| AMPCX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.92% | 5.90% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 12.43% | 12.43% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.39% | 15.38% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.39% | 19.37% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.80% | 18.78% | +0.02% |
AMPCX vs. AMCPX - Expense Ratio Comparison
AMPCX has a 1.40% expense ratio, which is higher than AMCPX's 0.64% expense ratio.
Dividends
AMPCX vs. AMCPX - Dividend Comparison
AMPCX's dividend yield for the trailing twelve months is around 16.88%, more than AMCPX's 12.62% 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% |
AMPCX American Funds AMCAP Fund Class C | 16.88% | 11.35% | 9.83% | 3.32% | 9.21% | 7.09% | 4.32% | 5.06% | 8.25% | 5.61% | 3.77% | 9.83% |
Frequently Asked Questions
With a correlation of 1.00, AMPCX and AMCPX 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.
AMPCX has higher volatility (5.92%) compared to AMCPX (5.90%). In terms of maximum drawdown, AMPCX dropped -53.38% vs AMCPX's -62.37%.
AMCPX currently has the higher Sharpe Ratio (1.32 vs 1.26), 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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