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 0.80, 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:
0.57
SPLG:
0.69
AMRMX:
0.80
SPLG:
0.99
AMRMX:
1.11
SPLG:
1.13
AMRMX:
0.68
SPLG:
0.95
AMRMX:
1.80
SPLG:
3.15
AMRMX:
3.49%
SPLG:
3.03%
AMRMX:
11.08%
SPLG:
13.81%
AMRMX:
-47.60%
SPLG:
-54.52%
AMRMX:
-5.80%
SPLG:
-7.62%
Returns By Period
In the year-to-date period, AMRMX achieves a 2.91% return, which is significantly higher than SPLG's -3.38% return. Over the past 10 years, AMRMX has underperformed SPLG with an annualized return of 6.46%, while SPLG has yielded a comparatively higher 12.53% annualized return.
AMRMX
2.91%
-1.71%
-3.47%
6.94%
12.43%
6.46%
SPLG
-3.38%
-3.05%
-0.10%
10.24%
19.76%
12.53%
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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 1.71%, more than SPLG's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRMX American Funds American Mutual Fund Class A | 1.71% | 1.74% | 2.12% | 2.00% | 1.64% | 1.92% | 2.02% | 2.25% | 2.00% | 2.09% | 2.24% | 2.00% |
SPLG SPDR Portfolio S&P 500 ETF | 1.35% | 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 3.80%, while SPDR Portfolio S&P 500 ETF (SPLG) has a volatility of 5.66%. 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.