AMRMX vs. VFAIX
Compare and contrast key facts about American Funds American Mutual Fund Class A (AMRMX) and Vanguard Financials Index Fund Admiral Shares (VFAIX).
AMRMX is managed by American Funds. It was launched on Feb 21, 1950. VFAIX is managed by Blackrock. It was launched on Feb 4, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMRMX or VFAIX.
Performance
AMRMX vs. VFAIX - Performance Comparison
Returns By Period
In the year-to-date period, AMRMX achieves a 17.20% return, which is significantly lower than VFAIX's 33.81% return. Over the past 10 years, AMRMX has underperformed VFAIX with an annualized return of 9.53%, while VFAIX has yielded a comparatively higher 11.95% annualized return.
AMRMX
17.20%
-1.15%
9.16%
23.69%
10.58%
9.53%
VFAIX
33.81%
6.05%
20.65%
46.24%
12.91%
11.95%
Key characteristics
| AMRMX | VFAIX | |
|---|---|---|
| Sharpe Ratio | 2.62 | 3.15 |
| Sortino Ratio | 3.67 | 4.49 |
| Omega Ratio | 1.48 | 1.58 |
| Calmar Ratio | 5.25 | 3.52 |
| Martin Ratio | 18.07 | 22.48 |
| Ulcer Index | 1.30% | 2.05% |
| Daily Std Dev | 8.97% | 14.62% |
| Max Drawdown | -47.60% | -78.64% |
| Current Drawdown | -2.02% | -0.75% |
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AMRMX vs. VFAIX - Expense Ratio Comparison
AMRMX has a 0.58% expense ratio, which is higher than VFAIX's 0.10% expense ratio.
Correlation
The correlation between AMRMX and VFAIX is 0.82, 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.
Risk-Adjusted Performance
AMRMX vs. VFAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Mutual Fund Class A (AMRMX) and Vanguard Financials Index Fund Admiral Shares (VFAIX). 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. VFAIX - Dividend Comparison
AMRMX's dividend yield for the trailing twelve months is around 1.85%, more than VFAIX's 1.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRMX American Funds American Mutual Fund Class A | 1.85% | 2.12% | 2.00% | 1.64% | 1.92% | 2.02% | 2.25% | 2.00% | 2.09% | 2.24% | 2.00% | 4.49% |
VFAIX Vanguard Financials Index Fund Admiral Shares | 1.61% | 2.08% | 2.30% | 1.87% | 2.22% | 2.17% | 2.30% | 1.54% | 1.64% | 2.00% | 1.86% | 1.82% |
Drawdowns
AMRMX vs. VFAIX - Drawdown Comparison
The maximum AMRMX drawdown since its inception was -47.60%, smaller than the maximum VFAIX drawdown of -78.64%. Use the drawdown chart below to compare losses from any high point for AMRMX and VFAIX. For additional features, visit the drawdowns tool.
Volatility
AMRMX vs. VFAIX - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class A (AMRMX) is 2.83%, while Vanguard Financials Index Fund Admiral Shares (VFAIX) has a volatility of 7.68%. This indicates that AMRMX experiences smaller price fluctuations and is considered to be less risky than VFAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.