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.
Performance
AMRMX vs. VOOG - Performance Comparison
Returns By Period
In the year-to-date period, AMRMX achieves a 18.27% return, which is significantly lower than VOOG's 33.18% return. Over the past 10 years, AMRMX has underperformed VOOG with an annualized return of 9.62%, while VOOG has yielded a comparatively higher 14.88% annualized return.
AMRMX
18.27%
-0.08%
11.32%
24.27%
10.77%
9.62%
VOOG
33.18%
1.66%
14.97%
37.87%
17.54%
14.88%
Key characteristics
| AMRMX | VOOG | |
|---|---|---|
| Sharpe Ratio | 2.76 | 2.24 |
| Sortino Ratio | 3.85 | 2.91 |
| Omega Ratio | 1.51 | 1.41 |
| Calmar Ratio | 5.53 | 2.86 |
| Martin Ratio | 19.03 | 11.87 |
| Ulcer Index | 1.30% | 3.22% |
| Daily Std Dev | 9.01% | 17.05% |
| Max Drawdown | -47.60% | -32.73% |
| Current Drawdown | -1.13% | -1.55% |
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. VOOG - Expense Ratio Comparison
AMRMX has a 0.58% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Correlation
The correlation between AMRMX and VOOG is 0.83, 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.
Risk-Adjusted Performance
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 1.84%, more than VOOG's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRMX American Funds American Mutual Fund Class A | 1.84% | 2.12% | 2.00% | 1.64% | 1.92% | 2.02% | 2.25% | 2.00% | 2.09% | 2.24% | 2.00% | 4.49% |
VOOG Vanguard S&P 500 Growth ETF | 0.60% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
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 2.98%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.41%. 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.