AMRMX vs. SPLG
Compare and contrast key facts about American Funds American Mutual Fund Class A (AMRMX) and SPDR Portfolio S&P 500 ETF (SPLG).
AMRMX is managed by American Funds. It was launched on Feb 21, 1950. SPLG is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Nov 15, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMRMX or SPLG.
Correlation
The correlation between AMRMX and SPLG 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.
Performance
AMRMX vs. SPLG - Performance Comparison
Key characteristics
AMRMX:
0.30
SPLG:
0.54
AMRMX:
0.49
SPLG:
0.87
AMRMX:
1.08
SPLG:
1.13
AMRMX:
0.29
SPLG:
0.55
AMRMX:
0.98
SPLG:
2.26
AMRMX:
4.51%
SPLG:
4.55%
AMRMX:
14.97%
SPLG:
19.28%
AMRMX:
-47.60%
SPLG:
-54.52%
AMRMX:
-9.36%
SPLG:
-9.92%
Returns By Period
In the year-to-date period, AMRMX achieves a -0.99% return, which is significantly higher than SPLG's -5.79% return. Over the past 10 years, AMRMX has underperformed SPLG with an annualized return of 5.79%, while SPLG has yielded a comparatively higher 12.04% annualized return.
AMRMX
-0.99%
-3.73%
-7.06%
4.55%
9.50%
5.79%
SPLG
-5.79%
-3.22%
-4.32%
10.77%
16.04%
12.04%
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AMRMX vs. SPLG - Expense Ratio Comparison
AMRMX has a 0.58% expense ratio, which is higher than SPLG's 0.03% expense ratio.
Risk-Adjusted Performance
AMRMX vs. SPLG — Risk-Adjusted Performance Rank
AMRMX
SPLG
AMRMX vs. SPLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Mutual Fund Class A (AMRMX) and SPDR Portfolio S&P 500 ETF (SPLG). 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.
Dividends
AMRMX vs. SPLG - Dividend Comparison
AMRMX's dividend yield for the trailing twelve months is around 1.77%, more than SPLG's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRMX American Funds American Mutual Fund Class A | 1.77% | 1.74% | 2.12% | 2.00% | 1.64% | 1.92% | 2.02% | 2.25% | 2.00% | 2.09% | 2.25% | 2.01% |
SPLG SPDR Portfolio S&P 500 ETF | 1.38% | 1.28% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% |
Drawdowns
AMRMX vs. SPLG - Drawdown Comparison
The maximum AMRMX drawdown since its inception was -47.60%, smaller than the maximum SPLG drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for AMRMX and SPLG. For additional features, visit the drawdowns tool.
Volatility
AMRMX vs. SPLG - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class A (AMRMX) is 10.65%, while SPDR Portfolio S&P 500 ETF (SPLG) has a volatility of 14.16%. This indicates that AMRMX experiences smaller price fluctuations and is considered to be less risky than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.