AMPCX vs. VUG
Compare and contrast key facts about American Funds AMCAP Fund Class C (AMPCX) and Vanguard Growth ETF (VUG).
AMPCX is managed by American Funds. It was launched on May 1, 1967. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMPCX or VUG.
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.
Performance
AMPCX vs. VUG - Performance Comparison
Key characteristics
AMPCX:
0.78
VUG:
2.11
AMPCX:
1.07
VUG:
2.74
AMPCX:
1.16
VUG:
1.39
AMPCX:
0.50
VUG:
2.81
AMPCX:
5.00
VUG:
11.02
AMPCX:
2.54%
VUG:
3.31%
AMPCX:
16.19%
VUG:
17.27%
AMPCX:
-53.01%
VUG:
-50.68%
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
10.63%
-5.41%
0.26%
11.13%
3.40%
3.25%
VUG
34.89%
3.42%
12.16%
35.02%
18.91%
15.88%
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AMPCX vs. VUG - Expense Ratio Comparison
AMPCX has a 1.40% expense ratio, which is higher than VUG's 0.04% expense ratio.
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.
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%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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.
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.