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.
Performance
AMRMX vs. AEPGX - Performance Comparison
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AMRMX vs. AEPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMRMX American Funds American Mutual Fund Class A | -1.34% | 16.08% | 14.93% | 9.43% | -4.49% | 24.99% | 4.52% | 21.53% | -2.25% | 17.53% |
AEPGX American Funds EuroPacific Growth Fund Class A | -2.93% | 28.88% | 2.63% | 15.65% | -23.06% | -1.64% | 24.80% | 26.94% | -15.21% | 30.74% |
Returns By Period
In the year-to-date period, AMRMX achieves a -1.34% return, which is significantly higher than AEPGX's -2.93% return. Over the past 10 years, AMRMX has outperformed AEPGX with an annualized return of 10.65%, while AEPGX has yielded a comparatively lower 7.45% annualized return.
AMRMX
- 1D
- 1.86%
- 1M
- -6.04%
- YTD
- -1.34%
- 6M
- -0.16%
- 1Y
- 11.67%
- 3Y*
- 12.66%
- 5Y*
- 9.60%
- 10Y*
- 10.65%
AEPGX
- 1D
- 2.75%
- 1M
- -8.20%
- YTD
- -2.93%
- 6M
- 0.77%
- 1Y
- 21.14%
- 3Y*
- 10.59%
- 5Y*
- 2.11%
- 10Y*
- 7.45%
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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.
Return for Risk
AMRMX vs. AEPGX — Risk / Return Rank
AMRMX
AEPGX
AMRMX vs. AEPGX - Risk-Adjusted Trends 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.
| AMRMX | AEPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.35 | -0.50 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.83 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.26 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 1.64 | -0.39 |
Martin ratioReturn relative to average drawdown | 5.35 | 6.22 | -0.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMRMX | AEPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.35 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.13 | +0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.44 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.50 | +0.20 |
Correlation
The correlation between AMRMX and AEPGX is 0.63, 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.
Dividends
AMRMX vs. AEPGX - Dividend Comparison
AMRMX's dividend yield for the trailing twelve months is around 7.68%, less than AEPGX's 14.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRMX American Funds American Mutual Fund Class A | 7.68% | 7.55% | 6.27% | 3.75% | 4.88% | 4.65% | 1.74% | 4.60% | 6.44% | 5.96% | 4.83% | 6.54% |
AEPGX American Funds EuroPacific Growth Fund Class A | 14.10% | 13.69% | 4.56% | 3.57% | 1.72% | 5.15% | 0.17% | 2.79% | 6.33% | 4.66% | 1.24% | 3.05% |
Drawdowns
AMRMX vs. AEPGX - Drawdown Comparison
The maximum AMRMX drawdown since its inception was -48.75%, smaller than the maximum AEPGX drawdown of -53.98%. Use the drawdown chart below to compare losses from any high point for AMRMX and AEPGX.
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Drawdown Indicators
| AMRMX | AEPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.75% | -53.98% | +5.23% |
Max Drawdown (1Y)Largest decline over 1 year | -10.24% | -12.56% | +2.32% |
Max Drawdown (5Y)Largest decline over 5 years | -15.31% | -38.22% | +22.91% |
Max Drawdown (10Y)Largest decline over 10 years | -29.81% | -38.50% | +8.69% |
Current DrawdownCurrent decline from peak | -6.21% | -10.16% | +3.95% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -11.52% | +6.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 3.31% | -0.93% |
Volatility
AMRMX vs. AEPGX - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class A (AMRMX) is 4.03%, while American Funds EuroPacific Growth Fund Class A (AEPGX) has a volatility of 7.25%. 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.
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Volatility by Period
| AMRMX | AEPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.03% | 7.25% | -3.22% |
Volatility (6M)Calculated over the trailing 6-month period | 7.55% | 11.54% | -3.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.90% | 16.40% | -2.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.50% | 16.55% | -4.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.11% | 16.82% | -2.71% |