AMPCX vs. VFIAX
Compare and contrast key facts about American Funds AMCAP Fund Class C (AMPCX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
AMPCX is managed by American Funds. It was launched on May 1, 1967. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMPCX or VFIAX.
Correlation
The correlation between AMPCX and VFIAX is 0.95, 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. VFIAX - Performance Comparison
Key characteristics
AMPCX:
0.80
VFIAX:
2.17
AMPCX:
1.08
VFIAX:
2.89
AMPCX:
1.16
VFIAX:
1.41
AMPCX:
0.51
VFIAX:
3.21
AMPCX:
4.86
VFIAX:
14.16
AMPCX:
2.66%
VFIAX:
1.92%
AMPCX:
16.18%
VFIAX:
12.52%
AMPCX:
-53.01%
VFIAX:
-55.20%
AMPCX:
-13.65%
VFIAX:
-2.16%
Returns By Period
In the year-to-date period, AMPCX achieves a 12.63% return, which is significantly lower than VFIAX's 26.50% return. Over the past 10 years, AMPCX has underperformed VFIAX with an annualized return of 3.39%, while VFIAX has yielded a comparatively higher 13.06% annualized return.
AMPCX
12.63%
-4.47%
2.08%
12.92%
3.67%
3.39%
VFIAX
26.50%
-0.13%
10.01%
26.93%
14.84%
13.06%
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AMPCX vs. VFIAX - Expense Ratio Comparison
AMPCX has a 1.40% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
AMPCX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class C (AMPCX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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. VFIAX - Dividend Comparison
AMPCX has not paid dividends to shareholders, while VFIAX's dividend yield for the trailing twelve months is around 0.90%.
| 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% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 0.90% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AMPCX vs. VFIAX - Drawdown Comparison
The maximum AMPCX drawdown since its inception was -53.01%, roughly equal to the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for AMPCX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
AMPCX vs. VFIAX - Volatility Comparison
American Funds AMCAP Fund Class C (AMPCX) has a higher volatility of 9.11% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 3.76%. This indicates that AMPCX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.