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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMRMX or VOO.
Key characteristics
| AMRMX | VOO | |
|---|---|---|
| YTD Return | 3.32% | 5.43% |
| 1Y Return | 10.26% | 23.09% |
| 3Y Return (Ann) | 6.61% | 7.90% |
| 5Y Return (Ann) | 9.18% | 13.22% |
| 10Y Return (Ann) | 9.32% | 12.47% |
| Sharpe Ratio | 1.13 | 1.97 |
| Daily Std Dev | 9.11% | 11.80% |
| Max Drawdown | -47.60% | -33.99% |
| Current Drawdown | -3.51% | -4.63% |
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.
Performance
AMRMX vs. VOO - Performance Comparison
In the year-to-date period, AMRMX achieves a 3.32% return, which is significantly lower than VOO's 5.43% return. Over the past 10 years, AMRMX has underperformed VOO with an annualized return of 9.32%, while VOO has yielded a comparatively higher 12.47% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AMRMX vs. VOO - Expense Ratio Comparison
AMRMX has a 0.58% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AMRMX vs. VOO - 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 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.
Dividends
AMRMX vs. VOO - Dividend Comparison
AMRMX's dividend yield for the trailing twelve months is around 3.65%, more than VOO's 1.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRMX American Funds American Mutual Fund Class A | 3.65% | 3.75% | 4.88% | 4.67% | 1.74% | 4.76% | 6.61% | 6.09% | 4.82% | 6.51% | 5.44% | 4.49% |
VOO Vanguard S&P 500 ETF | 1.40% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AMRMX vs. VOO - Drawdown Comparison
The maximum AMRMX drawdown since its inception was -47.60%, 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. For additional features, visit the drawdowns tool.
Volatility
AMRMX vs. VOO - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class A (AMRMX) is 2.90%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.25%. 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.