AMRMX vs. VOOG
Compare and contrast key facts about American Funds American Mutual Fund Class A (AMRMX) and Vanguard S&P 500 Growth ETF (VOOG).
AMRMX is managed by American Funds. It was launched on Feb 21, 1950. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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 VOOG.
Correlation
The correlation between AMRMX and VOOG 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.
Performance
AMRMX vs. VOOG - Performance Comparison
Key characteristics
AMRMX:
1.35
VOOG:
1.75
AMRMX:
1.75
VOOG:
2.30
AMRMX:
1.27
VOOG:
1.32
AMRMX:
1.53
VOOG:
2.45
AMRMX:
4.76
VOOG:
9.47
AMRMX:
2.96%
VOOG:
3.32%
AMRMX:
10.43%
VOOG:
17.99%
AMRMX:
-47.60%
VOOG:
-32.73%
AMRMX:
-2.95%
VOOG:
-0.74%
Returns By Period
In the year-to-date period, AMRMX achieves a 6.02% return, which is significantly higher than VOOG's 4.40% return. Over the past 10 years, AMRMX has underperformed VOOG with an annualized return of 6.60%, while VOOG has yielded a comparatively higher 15.19% annualized return.
AMRMX
6.02%
2.65%
2.76%
13.60%
7.86%
6.60%
VOOG
4.40%
1.03%
14.56%
33.02%
16.60%
15.19%
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AMRMX vs. VOOG - Expense Ratio Comparison
AMRMX has a 0.58% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
AMRMX vs. VOOG — Risk-Adjusted Performance Rank
AMRMX
VOOG
AMRMX vs. VOOG - 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 Growth ETF (VOOG). 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. VOOG - Dividend Comparison
AMRMX's dividend yield for the trailing twelve months is around 1.64%, more than VOOG's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRMX American Funds American Mutual Fund Class A | 1.64% | 1.74% | 2.12% | 2.00% | 1.64% | 1.92% | 2.02% | 2.25% | 2.00% | 2.09% | 2.24% | 2.00% |
VOOG Vanguard S&P 500 Growth ETF | 0.47% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
AMRMX vs. VOOG - Drawdown Comparison
The maximum AMRMX drawdown since its inception was -47.60%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for AMRMX and VOOG. For additional features, visit the drawdowns tool.
Volatility
AMRMX vs. VOOG - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class A (AMRMX) is 1.94%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.40%. This indicates that AMRMX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.