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.
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
Key characteristics
AMRMX:
1.12
VOO:
2.25
AMRMX:
1.45
VOO:
2.98
AMRMX:
1.23
VOO:
1.42
AMRMX:
1.23
VOO:
3.31
AMRMX:
6.78
VOO:
14.77
AMRMX:
1.75%
VOO:
1.90%
AMRMX:
10.56%
VOO:
12.46%
AMRMX:
-47.60%
VOO:
-33.99%
AMRMX:
-8.71%
VOO:
-2.47%
Returns By Period
In the year-to-date period, AMRMX achieves a 9.74% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, AMRMX has underperformed VOO with an annualized return of 8.74%, while VOO has yielded a comparatively higher 13.08% annualized return.
AMRMX
9.74%
-6.37%
1.57%
10.94%
8.48%
8.74%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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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.
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 1.18%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRMX American Funds American Mutual Fund Class A | 1.18% | 2.12% | 2.00% | 1.64% | 1.92% | 2.02% | 2.25% | 2.00% | 2.09% | 2.24% | 2.00% | 4.49% |
VOO Vanguard S&P 500 ETF | 0.91% | 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
American Funds American Mutual Fund Class A (AMRMX) has a higher volatility of 6.18% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that AMRMX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.