AMRMX vs. FSKAX
Compare and contrast key facts about American Funds American Mutual Fund Class A (AMRMX) and Fidelity Total Market Index Fund (FSKAX).
AMRMX is managed by American Funds. It was launched on Feb 21, 1950. FSKAX is managed by Fidelity.
Performance
AMRMX vs. FSKAX - Performance Comparison
Loading graphics...
AMRMX vs. FSKAX - 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% |
FSKAX Fidelity Total Market Index Fund | -6.77% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
In the year-to-date period, AMRMX achieves a -3.14% return, which is significantly higher than FSKAX's -6.77% return. Over the past 10 years, AMRMX has underperformed FSKAX with an annualized return of 10.45%, while FSKAX has yielded a comparatively higher 13.23% 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%
FSKAX
- 1D
- -0.47%
- 1M
- -7.69%
- YTD
- -6.77%
- 6M
- -4.56%
- 1Y
- 14.73%
- 3Y*
- 16.72%
- 5Y*
- 10.13%
- 10Y*
- 13.23%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AMRMX vs. FSKAX - Expense Ratio Comparison
AMRMX has a 0.58% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
AMRMX vs. FSKAX — Risk / Return Rank
AMRMX
FSKAX
AMRMX vs. FSKAX - 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 Total Market Index Fund (FSKAX). 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 | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.83 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.29 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.93 | 1.04 | -0.12 |
Martin ratioReturn relative to average drawdown | 4.03 | 5.05 | -1.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AMRMX | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.83 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.59 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.72 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.78 | -0.08 |
Correlation
The correlation between AMRMX and FSKAX is 0.92, 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. FSKAX - Dividend Comparison
AMRMX's dividend yield for the trailing twelve months is around 7.82%, more than FSKAX's 1.09% 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% |
FSKAX Fidelity Total Market Index Fund | 1.09% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
AMRMX vs. FSKAX - Drawdown Comparison
The maximum AMRMX drawdown since its inception was -48.75%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for AMRMX and FSKAX.
Loading graphics...
Drawdown Indicators
| AMRMX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.75% | -35.01% | -13.74% |
Max Drawdown (1Y)Largest decline over 1 year | -10.24% | -12.42% | +2.18% |
Max Drawdown (5Y)Largest decline over 5 years | -15.31% | -25.39% | +10.08% |
Max Drawdown (10Y)Largest decline over 10 years | -29.81% | -35.01% | +5.20% |
Current DrawdownCurrent decline from peak | -7.92% | -8.92% | +1.00% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -4.05% | -0.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 2.57% | -0.22% |
Volatility
AMRMX vs. FSKAX - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class A (AMRMX) is 3.36%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 4.42%. This indicates that AMRMX experiences smaller price fluctuations and is considered to be less risky than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AMRMX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 4.42% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 7.32% | 9.40% | -2.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.81% | 18.50% | -4.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.48% | 17.38% | -4.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.10% | 18.42% | -4.32% |