AMPCX vs. VOO
Compare and contrast key facts about American Funds AMCAP Fund Class C (AMPCX) and Vanguard S&P 500 ETF (VOO).
AMPCX is managed by American Funds. It was launched on May 1, 1967. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMPCX or VOO.
Correlation
The correlation between AMPCX and VOO 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. VOO - Performance Comparison
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Key characteristics
AMPCX:
0.08
VOO:
0.72
AMPCX:
0.23
VOO:
1.12
AMPCX:
1.03
VOO:
1.16
AMPCX:
0.04
VOO:
0.74
AMPCX:
0.15
VOO:
2.83
AMPCX:
8.68%
VOO:
4.88%
AMPCX:
22.23%
VOO:
19.41%
AMPCX:
-53.01%
VOO:
-33.99%
AMPCX:
-14.09%
VOO:
-2.65%
Returns By Period
In the year-to-date period, AMPCX achieves a 2.27% return, which is significantly higher than VOO's 1.84% return. Over the past 10 years, AMPCX has underperformed VOO with an annualized return of 2.81%, while VOO has yielded a comparatively higher 12.82% annualized return.
AMPCX
2.27%
14.83%
-3.59%
1.82%
7.93%
4.32%
2.81%
VOO
1.84%
13.00%
1.80%
13.86%
16.93%
16.68%
12.82%
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AMPCX vs. VOO - Expense Ratio Comparison
AMPCX has a 1.40% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AMPCX vs. VOO — Risk-Adjusted Performance Rank
AMPCX
VOO
AMPCX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class C (AMPCX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
AMPCX vs. VOO - Dividend Comparison
AMPCX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.28%.
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% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AMPCX vs. VOO - Drawdown Comparison
The maximum AMPCX drawdown since its inception was -53.01%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AMPCX and VOO. For additional features, visit the drawdowns tool.
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Volatility
AMPCX vs. VOO - Volatility Comparison
American Funds AMCAP Fund Class C (AMPCX) has a higher volatility of 6.25% compared to Vanguard S&P 500 ETF (VOO) at 5.49%. This indicates that AMPCX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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