AMPCX vs. SPY
Compare and contrast key facts about American Funds AMCAP Fund Class C (AMPCX) and SPDR S&P 500 ETF (SPY).
AMPCX is managed by American Funds. It was launched on May 1, 1967. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMPCX or SPY.
Correlation
The correlation between AMPCX and SPY 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. SPY - Performance Comparison
Key characteristics
AMPCX:
0.49
SPY:
1.87
AMPCX:
0.71
SPY:
2.52
AMPCX:
1.10
SPY:
1.35
AMPCX:
0.38
SPY:
2.81
AMPCX:
1.90
SPY:
11.69
AMPCX:
4.17%
SPY:
2.02%
AMPCX:
16.08%
SPY:
12.65%
AMPCX:
-53.01%
SPY:
-55.19%
AMPCX:
-12.48%
SPY:
0.00%
Returns By Period
In the year-to-date period, AMPCX achieves a 4.19% return, which is significantly lower than SPY's 4.58% return. Over the past 10 years, AMPCX has underperformed SPY with an annualized return of 3.29%, while SPY has yielded a comparatively higher 13.23% annualized return.
AMPCX
4.19%
0.97%
2.17%
8.97%
3.28%
3.29%
SPY
4.58%
2.57%
10.04%
24.97%
14.73%
13.23%
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AMPCX vs. SPY - Expense Ratio Comparison
AMPCX has a 1.40% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
AMPCX vs. SPY — Risk-Adjusted Performance Rank
AMPCX
SPY
AMPCX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class C (AMPCX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
AMPCX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.15%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 4.10% | 3.55% |
SPY SPDR S&P 500 ETF | 1.15% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
AMPCX vs. SPY - Drawdown Comparison
The maximum AMPCX drawdown since its inception was -53.01%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AMPCX and SPY. For additional features, visit the drawdowns tool.
Volatility
AMPCX vs. SPY - Volatility Comparison
American Funds AMCAP Fund Class C (AMPCX) has a higher volatility of 3.43% compared to SPDR S&P 500 ETF (SPY) at 2.89%. This indicates that AMPCX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.