AMRMX vs. AMCPX
Compare and contrast key facts about American Funds American Mutual Fund Class A (AMRMX) and American Funds AMCAP Fund Class A (AMCPX).
AMRMX is managed by American Funds. It was launched on Feb 21, 1950. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
AMRMX vs. AMCPX - Performance Comparison
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AMRMX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMRMX American Funds American Mutual Fund Class A | -3.14% | 16.08% | 14.93% | 9.43% | -4.49% | 24.99% | 4.52% | 21.53% | -2.25% | 17.53% |
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
Returns By Period
In the year-to-date period, AMRMX achieves a -3.14% return, which is significantly higher than AMCPX's -11.82% return. Both investments have delivered pretty close results over the past 10 years, with AMRMX having a 10.45% annualized return and AMCPX not far ahead at 10.59%.
AMRMX
- 1D
- -0.10%
- 1M
- -7.92%
- YTD
- -3.14%
- 6M
- -1.57%
- 1Y
- 9.78%
- 3Y*
- 11.97%
- 5Y*
- 9.37%
- 10Y*
- 10.45%
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
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AMRMX vs. AMCPX - Expense Ratio Comparison
AMRMX has a 0.58% expense ratio, which is lower than AMCPX's 0.65% expense ratio.
Return for Risk
AMRMX vs. AMCPX — Risk / Return Rank
AMRMX
AMCPX
AMRMX vs. AMCPX - 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 AMCAP Fund Class A (AMCPX). 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 | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.56 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.17 | 0.94 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.13 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.93 | 0.59 | +0.33 |
Martin ratioReturn relative to average drawdown | 4.03 | 2.42 | +1.61 |
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 | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.56 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.33 | +0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.57 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.57 | +0.13 |
Correlation
The correlation between AMRMX and AMCPX is 0.86, 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.
Dividends
AMRMX vs. AMCPX - Dividend Comparison
AMRMX's dividend yield for the trailing twelve months is around 7.82%, less than AMCPX's 9.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRMX American Funds American Mutual Fund Class A | 7.82% | 7.55% | 6.27% | 3.75% | 4.88% | 4.65% | 1.74% | 4.60% | 6.44% | 5.96% | 4.83% | 6.54% |
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
AMRMX vs. AMCPX - Drawdown Comparison
The maximum AMRMX drawdown since its inception was -48.75%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for AMRMX and AMCPX.
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Drawdown Indicators
| AMRMX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.75% | -62.37% | +13.62% |
Max Drawdown (1Y)Largest decline over 1 year | -10.24% | -14.18% | +3.94% |
Max Drawdown (5Y)Largest decline over 5 years | -15.31% | -36.90% | +21.59% |
Max Drawdown (10Y)Largest decline over 10 years | -29.81% | -36.90% | +7.09% |
Current DrawdownCurrent decline from peak | -7.92% | -14.18% | +6.26% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -9.60% | +4.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 3.47% | -1.12% |
Volatility
AMRMX vs. AMCPX - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class A (AMRMX) is 3.36%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 5.26%. This indicates that AMRMX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMRMX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 5.26% | -1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 7.32% | 11.06% | -3.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.81% | 19.60% | -5.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.48% | 19.12% | -6.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.10% | 18.63% | -4.53% |