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 0.92, 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
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Key characteristics
AMRMX:
0.44
VOOG:
0.87
AMRMX:
0.70
VOOG:
1.32
AMRMX:
1.11
VOOG:
1.19
AMRMX:
0.44
VOOG:
0.98
AMRMX:
1.42
VOOG:
3.29
AMRMX:
4.79%
VOOG:
6.62%
AMRMX:
15.12%
VOOG:
25.12%
AMRMX:
-47.60%
VOOG:
-32.73%
AMRMX:
-5.60%
VOOG:
-3.80%
Returns By Period
In the year-to-date period, AMRMX achieves a 3.12% return, which is significantly higher than VOOG's 1.18% return. Over the past 10 years, AMRMX has underperformed VOOG with an annualized return of 6.22%, while VOOG has yielded a comparatively higher 14.74% annualized return.
AMRMX
3.12%
5.86%
-4.33%
6.66%
10.61%
6.22%
VOOG
1.18%
13.41%
1.74%
21.64%
17.88%
14.74%
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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.
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Dividends
AMRMX vs. VOOG - Dividend Comparison
AMRMX's dividend yield for the trailing twelve months is around 6.12%, more than VOOG's 0.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRMX American Funds American Mutual Fund Class A | 6.12% | 6.27% | 3.75% | 4.88% | 4.67% | 1.74% | 4.76% | 6.61% | 6.10% | 4.83% | 6.54% | 5.46% |
VOOG Vanguard S&P 500 Growth ETF | 0.55% | 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.
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Volatility
AMRMX vs. VOOG - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class A (AMRMX) is 4.34%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 7.64%. 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.
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