AMRMX vs. RGAGX
Compare and contrast key facts about American Funds American Mutual Fund Class A (AMRMX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
AMRMX is managed by American Funds. It was launched on Feb 21, 1950. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
AMRMX vs. RGAGX - Performance Comparison
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AMRMX vs. RGAGX - 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | -11.15% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, AMRMX achieves a -3.14% return, which is significantly higher than RGAGX's -11.15% return. Over the past 10 years, AMRMX has underperformed RGAGX with an annualized return of 10.45%, while RGAGX has yielded a comparatively higher 14.34% 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%
RGAGX
- 1D
- -0.47%
- 1M
- -9.63%
- YTD
- -11.15%
- 6M
- -9.74%
- 1Y
- 13.94%
- 3Y*
- 19.23%
- 5Y*
- 8.87%
- 10Y*
- 14.34%
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AMRMX vs. RGAGX - Expense Ratio Comparison
AMRMX has a 0.58% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Return for Risk
AMRMX vs. RGAGX — Risk / Return Rank
AMRMX
RGAGX
AMRMX vs. RGAGX - 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 The Growth Fund of America Class R-6 (RGAGX). 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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.66 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.09 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.16 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.93 | 0.79 | +0.14 |
Martin ratioReturn relative to average drawdown | 4.03 | 3.04 | +0.99 |
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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.66 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.44 | +0.31 |
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 | 0.79 | -0.09 |
Correlation
The correlation between AMRMX and RGAGX is 0.85, 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. RGAGX - Dividend Comparison
AMRMX's dividend yield for the trailing twelve months is around 7.82%, less than RGAGX's 12.37% 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | 12.37% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
AMRMX vs. RGAGX - Drawdown Comparison
The maximum AMRMX drawdown since its inception was -48.75%, which is greater than RGAGX's maximum drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for AMRMX and RGAGX.
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Drawdown Indicators
| AMRMX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.75% | -36.19% | -12.56% |
Max Drawdown (1Y)Largest decline over 1 year | -10.24% | -13.71% | +3.47% |
Max Drawdown (5Y)Largest decline over 5 years | -15.31% | -36.19% | +20.88% |
Max Drawdown (10Y)Largest decline over 10 years | -29.81% | -36.19% | +6.38% |
Current DrawdownCurrent decline from peak | -7.92% | -13.71% | +5.79% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -5.53% | +0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 3.55% | -1.20% |
Volatility
AMRMX vs. RGAGX - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class A (AMRMX) is 3.36%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 5.45%. This indicates that AMRMX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMRMX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 5.45% | -2.09% |
Volatility (6M)Calculated over the trailing 6-month period | 7.32% | 11.60% | -4.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.81% | 20.75% | -6.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.48% | 20.17% | -7.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.10% | 19.61% | -5.51% |