AMRMX vs. AEPGX
Compare and contrast key facts about American Funds American Mutual Fund Class A (AMRMX) and American Funds EuroPacific Growth Fund Class A (AEPGX).
AMRMX is managed by American Funds. It was launched on Feb 21, 1950. AEPGX is managed by American Funds. It was launched on Apr 16, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMRMX or AEPGX.
Performance
AMRMX vs. AEPGX - Performance Comparison
Returns By Period
In the year-to-date period, AMRMX achieves a 17.20% return, which is significantly higher than AEPGX's 4.27% return. Over the past 10 years, AMRMX has outperformed AEPGX with an annualized return of 9.53%, while AEPGX has yielded a comparatively lower 2.71% annualized return.
AMRMX
17.20%
-1.15%
9.16%
23.69%
10.58%
9.53%
AEPGX
4.27%
-3.92%
-4.45%
7.58%
1.99%
2.71%
Key characteristics
| AMRMX | AEPGX | |
|---|---|---|
| Sharpe Ratio | 2.62 | 0.57 |
| Sortino Ratio | 3.67 | 0.87 |
| Omega Ratio | 1.48 | 1.11 |
| Calmar Ratio | 5.25 | 0.27 |
| Martin Ratio | 18.07 | 2.42 |
| Ulcer Index | 1.30% | 2.97% |
| Daily Std Dev | 8.97% | 12.65% |
| Max Drawdown | -47.60% | -52.42% |
| Current Drawdown | -2.02% | -20.56% |
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AMRMX vs. AEPGX - Expense Ratio Comparison
AMRMX has a 0.58% expense ratio, which is lower than AEPGX's 0.80% expense ratio.
Correlation
The correlation between AMRMX and AEPGX is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
AMRMX vs. AEPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Mutual Fund Class A (AMRMX) and American Funds EuroPacific Growth Fund Class A (AEPGX). 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
AMRMX vs. AEPGX - Dividend Comparison
AMRMX's dividend yield for the trailing twelve months is around 1.85%, more than AEPGX's 1.66% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRMX American Funds American Mutual Fund Class A | 1.85% | 2.12% | 2.00% | 1.64% | 1.92% | 2.02% | 2.25% | 2.00% | 2.09% | 2.24% | 2.00% | 4.49% |
AEPGX American Funds EuroPacific Growth Fund Class A | 1.66% | 1.63% | 1.18% | 1.45% | 0.17% | 1.04% | 1.36% | 0.86% | 1.24% | 1.75% | 1.38% | 0.91% |
Drawdowns
AMRMX vs. AEPGX - Drawdown Comparison
The maximum AMRMX drawdown since its inception was -47.60%, smaller than the maximum AEPGX drawdown of -52.42%. Use the drawdown chart below to compare losses from any high point for AMRMX and AEPGX. For additional features, visit the drawdowns tool.
Volatility
AMRMX vs. AEPGX - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class A (AMRMX) is 2.83%, while American Funds EuroPacific Growth Fund Class A (AEPGX) has a volatility of 3.25%. This indicates that AMRMX experiences smaller price fluctuations and is considered to be less risky than AEPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.