AMRMX vs. FFNAX
Compare and contrast key facts about American Funds American Mutual Fund Class A (AMRMX) and Fidelity Advisor Asset Manager 40% Fund Class A (FFNAX).
AMRMX is managed by American Funds. It was launched on Feb 21, 1950. FFNAX is managed by BlackRock. It was launched on Oct 9, 2007.
Performance
AMRMX vs. FFNAX - Performance Comparison
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AMRMX vs. FFNAX - 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% |
FFNAX Fidelity Advisor Asset Manager 40% Fund Class A | -1.56% | 12.83% | 7.02% | 11.27% | -13.89% | 7.72% | 12.74% | 15.56% | -4.46% | 10.98% |
Returns By Period
In the year-to-date period, AMRMX achieves a -3.14% return, which is significantly lower than FFNAX's -1.56% return. Over the past 10 years, AMRMX has outperformed FFNAX with an annualized return of 10.45%, while FFNAX has yielded a comparatively lower 5.83% 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%
FFNAX
- 1D
- 0.00%
- 1M
- -5.00%
- YTD
- -1.56%
- 6M
- 0.45%
- 1Y
- 10.64%
- 3Y*
- 8.21%
- 5Y*
- 4.03%
- 10Y*
- 5.83%
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AMRMX vs. FFNAX - Expense Ratio Comparison
AMRMX has a 0.58% expense ratio, which is lower than FFNAX's 0.83% expense ratio.
Return for Risk
AMRMX vs. FFNAX — Risk / Return Rank
AMRMX
FFNAX
AMRMX vs. FFNAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Mutual Fund Class A (AMRMX) and Fidelity Advisor Asset Manager 40% Fund Class A (FFNAX). 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 | FFNAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.36 | -0.59 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.92 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.28 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.93 | 1.79 | -0.87 |
Martin ratioReturn relative to average drawdown | 4.03 | 7.53 | -3.50 |
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 | FFNAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.36 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.52 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.77 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.59 | +0.11 |
Correlation
The correlation between AMRMX and FFNAX 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. FFNAX - Dividend Comparison
AMRMX's dividend yield for the trailing twelve months is around 7.82%, more than FFNAX's 3.74% 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% |
FFNAX Fidelity Advisor Asset Manager 40% Fund Class A | 3.74% | 3.69% | 2.54% | 2.20% | 5.40% | 2.06% | 2.08% | 3.37% | 4.21% | 2.32% | 1.21% | 2.88% |
Drawdowns
AMRMX vs. FFNAX - Drawdown Comparison
The maximum AMRMX drawdown since its inception was -48.75%, which is greater than FFNAX's maximum drawdown of -31.88%. Use the drawdown chart below to compare losses from any high point for AMRMX and FFNAX.
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Drawdown Indicators
| AMRMX | FFNAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.75% | -31.88% | -16.87% |
Max Drawdown (1Y)Largest decline over 1 year | -10.24% | -5.65% | -4.59% |
Max Drawdown (5Y)Largest decline over 5 years | -15.31% | -18.77% | +3.46% |
Max Drawdown (10Y)Largest decline over 10 years | -29.81% | -18.77% | -11.04% |
Current DrawdownCurrent decline from peak | -7.92% | -5.20% | -2.72% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -3.98% | -1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 1.35% | +1.00% |
Volatility
AMRMX vs. FFNAX - Volatility Comparison
American Funds American Mutual Fund Class A (AMRMX) has a higher volatility of 3.36% compared to Fidelity Advisor Asset Manager 40% Fund Class A (FFNAX) at 3.00%. This indicates that AMRMX's price experiences larger fluctuations and is considered to be riskier than FFNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMRMX | FFNAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 3.00% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 7.32% | 4.90% | +2.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.81% | 7.85% | +5.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.48% | 7.77% | +4.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.10% | 7.62% | +6.48% |