AMRMX vs. ANCFX
Compare and contrast key facts about American Funds American Mutual Fund Class A (AMRMX) and American Funds Fundamental Investors Class A (ANCFX).
AMRMX is managed by American Funds. It was launched on Feb 21, 1950. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
AMRMX vs. ANCFX - Performance Comparison
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AMRMX vs. ANCFX - 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% |
ANCFX American Funds Fundamental Investors Class A | -6.13% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 22.80% |
Returns By Period
In the year-to-date period, AMRMX achieves a -3.14% return, which is significantly higher than ANCFX's -6.13% return. Over the past 10 years, AMRMX has underperformed ANCFX with an annualized return of 10.45%, while ANCFX has yielded a comparatively higher 12.92% annualized return.
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%
ANCFX
- 1D
- -0.62%
- 1M
- -9.88%
- YTD
- -6.13%
- 6M
- -2.09%
- 1Y
- 20.46%
- 3Y*
- 19.35%
- 5Y*
- 11.57%
- 10Y*
- 12.92%
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AMRMX vs. ANCFX - Expense Ratio Comparison
AMRMX has a 0.58% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
AMRMX vs. ANCFX — Risk / Return Rank
AMRMX
ANCFX
AMRMX vs. ANCFX - 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 Fundamental Investors Class A (ANCFX). 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 | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.16 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.75 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.25 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.93 | 1.61 | -0.68 |
Martin ratioReturn relative to average drawdown | 4.03 | 7.19 | -3.16 |
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 | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.16 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.70 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.73 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.61 | +0.09 |
Correlation
The correlation between AMRMX and ANCFX is 0.91, 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. ANCFX - Dividend Comparison
AMRMX's dividend yield for the trailing twelve months is around 7.82%, less than ANCFX's 9.11% 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% |
ANCFX American Funds Fundamental Investors Class A | 9.11% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
AMRMX vs. ANCFX - Drawdown Comparison
The maximum AMRMX drawdown since its inception was -48.75%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for AMRMX and ANCFX.
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Drawdown Indicators
| AMRMX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.75% | -53.29% | +4.54% |
Max Drawdown (1Y)Largest decline over 1 year | -10.24% | -11.35% | +1.11% |
Max Drawdown (5Y)Largest decline over 5 years | -15.31% | -25.07% | +9.76% |
Max Drawdown (10Y)Largest decline over 10 years | -29.81% | -33.93% | +4.12% |
Current DrawdownCurrent decline from peak | -7.92% | -10.66% | +2.74% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -7.34% | +2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 2.54% | -0.19% |
Volatility
AMRMX vs. ANCFX - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class A (AMRMX) is 3.36%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 4.98%. This indicates that AMRMX experiences smaller price fluctuations and is considered to be less risky than ANCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMRMX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 4.98% | -1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 7.32% | 10.64% | -3.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.81% | 17.94% | -4.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.48% | 16.67% | -4.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.10% | 17.65% | -3.55% |