AMRMX vs. VOO
Compare and contrast key facts about American Funds American Mutual Fund Class A (AMRMX) and Vanguard S&P 500 ETF (VOO).
AMRMX is managed by American Funds. It was launched on Feb 21, 1950. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
AMRMX vs. VOO - Performance Comparison
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AMRMX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, AMRMX achieves a -3.14% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, AMRMX has underperformed VOO with an annualized return of 10.45%, while VOO has yielded a comparatively higher 14.05% 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%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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AMRMX vs. VOO - Expense Ratio Comparison
AMRMX has a 0.58% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
AMRMX vs. VOO — Risk / Return Rank
AMRMX
VOO
AMRMX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Mutual Fund Class A (AMRMX) and Vanguard S&P 500 ETF (VOO). 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 | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.98 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.50 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.93 | 1.53 | -0.61 |
Martin ratioReturn relative to average drawdown | 4.03 | 7.29 | -3.26 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.98 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.70 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.78 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.83 | -0.13 |
Correlation
The correlation between AMRMX and VOO is 0.93, 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. VOO - Dividend Comparison
AMRMX's dividend yield for the trailing twelve months is around 7.82%, more than VOO's 1.19% 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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
AMRMX vs. VOO - Drawdown Comparison
The maximum AMRMX drawdown since its inception was -48.75%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AMRMX and VOO.
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Drawdown Indicators
| AMRMX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.75% | -33.99% | -14.76% |
Max Drawdown (1Y)Largest decline over 1 year | -10.24% | -11.98% | +1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -15.31% | -24.52% | +9.21% |
Max Drawdown (10Y)Largest decline over 10 years | -29.81% | -33.99% | +4.18% |
Current DrawdownCurrent decline from peak | -7.92% | -6.29% | -1.63% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -3.72% | -1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 2.52% | -0.17% |
Volatility
AMRMX vs. VOO - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class A (AMRMX) is 3.36%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that AMRMX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMRMX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 5.29% | -1.93% |
Volatility (6M)Calculated over the trailing 6-month period | 7.32% | 9.44% | -2.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.81% | 18.10% | -4.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.48% | 16.82% | -4.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.10% | 17.99% | -3.89% |