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AMPCX vs. VUG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AMPCX and VUG is 0.93, 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.


-0.50.00.51.00.9

Performance

AMPCX vs. VUG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds AMCAP Fund Class C (AMPCX) and Vanguard Growth ETF (VUG). The values are adjusted to include any dividend payments, if applicable.

200.00%400.00%600.00%800.00%1,000.00%JulyAugustSeptemberOctoberNovemberDecember
186.25%
954.56%
AMPCX
VUG

Key characteristics

Sharpe Ratio

AMPCX:

0.78

VUG:

2.11

Sortino Ratio

AMPCX:

1.07

VUG:

2.74

Omega Ratio

AMPCX:

1.16

VUG:

1.39

Calmar Ratio

AMPCX:

0.50

VUG:

2.81

Martin Ratio

AMPCX:

5.00

VUG:

11.02

Ulcer Index

AMPCX:

2.54%

VUG:

3.31%

Daily Std Dev

AMPCX:

16.19%

VUG:

17.27%

Max Drawdown

AMPCX:

-53.01%

VUG:

-50.68%

Current Drawdown

AMPCX:

-15.18%

VUG:

-2.41%

Returns By Period

In the year-to-date period, AMPCX achieves a 10.63% return, which is significantly lower than VUG's 34.89% return. Over the past 10 years, AMPCX has underperformed VUG with an annualized return of 3.25%, while VUG has yielded a comparatively higher 15.88% annualized return.


AMPCX

YTD

10.63%

1M

-5.41%

6M

0.26%

1Y

11.13%

5Y*

3.40%

10Y*

3.25%

VUG

YTD

34.89%

1M

3.42%

6M

12.16%

1Y

35.02%

5Y*

18.91%

10Y*

15.88%

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. VUG - Expense Ratio Comparison

AMPCX has a 1.40% expense ratio, which is higher than VUG's 0.04% expense ratio.


AMPCX
American Funds AMCAP Fund Class C
Expense ratio chart for AMPCX: current value at 1.40% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.40%
Expense ratio chart for VUG: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%

Risk-Adjusted Performance

AMPCX vs. VUG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class C (AMPCX) and Vanguard Growth ETF (VUG). 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.


Sharpe ratio
The chart of Sharpe ratio for AMPCX, currently valued at 0.78, compared to the broader market-1.000.001.002.003.004.000.782.11
The chart of Sortino ratio for AMPCX, currently valued at 1.07, compared to the broader market-2.000.002.004.006.008.0010.001.072.74
The chart of Omega ratio for AMPCX, currently valued at 1.16, compared to the broader market0.501.001.502.002.503.003.501.161.39
The chart of Calmar ratio for AMPCX, currently valued at 0.50, compared to the broader market0.002.004.006.008.0010.0012.0014.000.502.81
The chart of Martin ratio for AMPCX, currently valued at 5.00, compared to the broader market0.0020.0040.0060.005.0011.02
AMPCX
VUG

The current AMPCX Sharpe Ratio is 0.78, which is lower than the VUG Sharpe Ratio of 2.11. The chart below compares the historical Sharpe Ratios of AMPCX and VUG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
0.78
2.11
AMPCX
VUG

Dividends

AMPCX vs. VUG - Dividend Comparison

AMPCX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.33%.


TTM20232022202120202019201820172016201520142013
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%
VUG
Vanguard Growth ETF
0.33%0.58%0.70%0.48%0.66%0.95%1.32%1.14%1.39%1.30%1.21%1.19%

Drawdowns

AMPCX vs. VUG - Drawdown Comparison

The maximum AMPCX drawdown since its inception was -53.01%, roughly equal to the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for AMPCX and VUG. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-15.18%
-2.41%
AMPCX
VUG

Volatility

AMPCX vs. VUG - Volatility Comparison

American Funds AMCAP Fund Class C (AMPCX) has a higher volatility of 9.00% compared to Vanguard Growth ETF (VUG) at 4.86%. This indicates that AMPCX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
9.00%
4.86%
AMPCX
VUG
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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