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 0.83, 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.
Performance
AMRMX vs. VOOG - Performance Comparison
Key characteristics
AMRMX:
1.27
VOOG:
2.16
AMRMX:
1.64
VOOG:
2.79
AMRMX:
1.25
VOOG:
1.39
AMRMX:
1.44
VOOG:
3.00
AMRMX:
4.97
VOOG:
11.71
AMRMX:
2.67%
VOOG:
3.30%
AMRMX:
10.49%
VOOG:
17.88%
AMRMX:
-46.33%
VOOG:
-32.73%
AMRMX:
-6.48%
VOOG:
-1.44%
Returns By Period
In the year-to-date period, AMRMX achieves a 2.16% return, which is significantly lower than VOOG's 2.30% return. Over the past 10 years, AMRMX has underperformed VOOG with an annualized return of 6.54%, while VOOG has yielded a comparatively higher 15.34% annualized return.
AMRMX
2.16%
1.92%
1.62%
12.01%
7.09%
6.54%
VOOG
2.30%
1.02%
11.36%
34.52%
16.51%
15.34%
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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 1.70%, more than VOOG's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRMX American Funds American Mutual Fund Class A | 1.70% | 1.74% | 2.12% | 2.00% | 1.64% | 1.92% | 2.02% | 2.25% | 2.00% | 2.09% | 3.88% | 3.43% |
VOOG Vanguard S&P 500 Growth ETF | 0.48% | 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 -46.33%, 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
American Funds American Mutual Fund Class A (AMRMX) and Vanguard S&P 500 Growth ETF (VOOG) have volatilities of 6.15% and 6.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.