AMPCX vs. VYMI
Compare and contrast key facts about American Funds AMCAP Fund Class C (AMPCX) and Vanguard International High Dividend Yield ETF (VYMI).
AMPCX is managed by American Funds. It was launched on May 1, 1967. VYMI is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World ex US High Dividend Yield Index. It was launched on Feb 25, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMPCX or VYMI.
Key characteristics
| AMPCX | VYMI | |
|---|---|---|
| YTD Return | 4.75% | 2.81% |
| 1Y Return | 24.15% | 13.14% |
| 3Y Return (Ann) | 2.59% | 5.28% |
| 5Y Return (Ann) | 9.09% | 6.14% |
| Sharpe Ratio | 1.70 | 0.96 |
| Daily Std Dev | 13.50% | 12.08% |
| Max Drawdown | -53.01% | -40.00% |
| Current Drawdown | -6.14% | -2.17% |
Correlation
The correlation between AMPCX and VYMI is 0.73, 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. VYMI - Performance Comparison
In the year-to-date period, AMPCX achieves a 4.75% return, which is significantly higher than VYMI's 2.81% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AMPCX vs. VYMI - Expense Ratio Comparison
AMPCX has a 1.40% expense ratio, which is higher than VYMI's 0.22% expense ratio.
Risk-Adjusted Performance
AMPCX vs. VYMI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class C (AMPCX) and Vanguard International High Dividend Yield ETF (VYMI). 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. VYMI - Dividend Comparison
AMPCX's dividend yield for the trailing twelve months is around 3.17%, less than VYMI's 4.94% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | 3.17% | 3.32% | 9.21% | 7.09% | 4.32% | 5.06% | 11.76% | 5.61% | 3.77% | 9.83% | 10.16% | 8.51% |
VYMI Vanguard International High Dividend Yield ETF | 4.94% | 4.58% | 4.70% | 4.30% | 3.22% | 4.20% | 4.29% | 3.21% | 2.39% | 0.00% | 0.00% | 0.00% |
Drawdowns
AMPCX vs. VYMI - Drawdown Comparison
The maximum AMPCX drawdown since its inception was -53.01%, which is greater than VYMI's maximum drawdown of -40.00%. Use the drawdown chart below to compare losses from any high point for AMPCX and VYMI. For additional features, visit the drawdowns tool.
Volatility
AMPCX vs. VYMI - Volatility Comparison
American Funds AMCAP Fund Class C (AMPCX) has a higher volatility of 4.70% compared to Vanguard International High Dividend Yield ETF (VYMI) at 3.60%. This indicates that AMPCX's price experiences larger fluctuations and is considered to be riskier than VYMI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.