AMPCX vs. SCHG
Compare and contrast key facts about American Funds AMCAP Fund Class C (AMPCX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
AMPCX is managed by American Funds. It was launched on May 1, 1967. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMPCX or SCHG.
Correlation
The correlation between AMPCX and SCHG 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.
Performance
AMPCX vs. SCHG - Performance Comparison
Key characteristics
AMPCX:
0.80
SCHG:
2.21
AMPCX:
1.08
SCHG:
2.85
AMPCX:
1.16
SCHG:
1.40
AMPCX:
0.51
SCHG:
3.11
AMPCX:
4.86
SCHG:
12.24
AMPCX:
2.66%
SCHG:
3.14%
AMPCX:
16.18%
SCHG:
17.47%
AMPCX:
-53.01%
SCHG:
-34.59%
AMPCX:
-13.65%
SCHG:
-1.82%
Returns By Period
In the year-to-date period, AMPCX achieves a 12.63% return, which is significantly lower than SCHG's 38.35% return. Over the past 10 years, AMPCX has underperformed SCHG with an annualized return of 3.39%, while SCHG has yielded a comparatively higher 16.84% annualized return.
AMPCX
12.63%
-4.47%
2.08%
12.92%
3.67%
3.39%
SCHG
38.35%
4.05%
15.16%
38.34%
20.45%
16.84%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AMPCX vs. SCHG - Expense Ratio Comparison
AMPCX has a 1.40% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
AMPCX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class C (AMPCX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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. SCHG - Dividend Comparison
AMPCX has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.41%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.10% | 3.55% | 8.51% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% | 1.07% |
Drawdowns
AMPCX vs. SCHG - Drawdown Comparison
The maximum AMPCX drawdown since its inception was -53.01%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for AMPCX and SCHG. For additional features, visit the drawdowns tool.
Volatility
AMPCX vs. SCHG - Volatility Comparison
American Funds AMCAP Fund Class C (AMPCX) has a higher volatility of 9.11% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.13%. This indicates that AMPCX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.