AMRMX vs. VT
Compare and contrast key facts about American Funds American Mutual Fund Class A (AMRMX) and Vanguard Total World Stock ETF (VT).
AMRMX is managed by American Funds. It was launched on Feb 21, 1950. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Performance
AMRMX vs. VT - Performance Comparison
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AMRMX vs. VT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMRMX American Funds American Mutual Fund Class A | -3.14% | 16.08% | 14.93% | 9.43% | -4.49% | 24.99% | 4.52% | 21.53% | -2.25% | 17.53% |
VT Vanguard Total World Stock ETF | -1.71% | 22.43% | 16.49% | 22.02% | -18.00% | 18.27% | 16.59% | 26.81% | -9.76% | 24.50% |
Returns By Period
In the year-to-date period, AMRMX achieves a -3.14% return, which is significantly lower than VT's -1.71% return. Over the past 10 years, AMRMX has underperformed VT with an annualized return of 10.45%, while VT has yielded a comparatively higher 11.53% annualized return.
AMRMX
- 1D
- -0.10%
- 1M
- -7.92%
- YTD
- -3.14%
- 6M
- -1.57%
- 1Y
- 9.78%
- 3Y*
- 11.97%
- 5Y*
- 9.37%
- 10Y*
- 10.45%
VT
- 1D
- 3.08%
- 1M
- -6.22%
- YTD
- -1.71%
- 6M
- 1.42%
- 1Y
- 21.53%
- 3Y*
- 16.86%
- 5Y*
- 9.22%
- 10Y*
- 11.53%
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AMRMX vs. VT - Expense Ratio Comparison
AMRMX has a 0.58% expense ratio, which is higher than VT's 0.06% expense ratio.
Return for Risk
AMRMX vs. VT — Risk / Return Rank
AMRMX
VT
AMRMX vs. VT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Mutual Fund Class A (AMRMX) and Vanguard Total World Stock ETF (VT). 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.
| AMRMX | VT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.25 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.84 | -0.68 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.27 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.93 | 1.83 | -0.90 |
Martin ratioReturn relative to average drawdown | 4.03 | 8.51 | -4.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMRMX | VT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.25 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.58 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.67 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.40 | +0.30 |
Correlation
The correlation between AMRMX and VT is 0.91, 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.
Dividends
AMRMX vs. VT - Dividend Comparison
AMRMX's dividend yield for the trailing twelve months is around 7.82%, more than VT's 1.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRMX American Funds American Mutual Fund Class A | 7.82% | 7.55% | 6.27% | 3.75% | 4.88% | 4.65% | 1.74% | 4.60% | 6.44% | 5.96% | 4.83% | 6.54% |
VT Vanguard Total World Stock ETF | 1.82% | 1.82% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% |
Drawdowns
AMRMX vs. VT - Drawdown Comparison
The maximum AMRMX drawdown since its inception was -48.75%, roughly equal to the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for AMRMX and VT.
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Drawdown Indicators
| AMRMX | VT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.75% | -50.27% | +1.52% |
Max Drawdown (1Y)Largest decline over 1 year | -10.24% | -11.84% | +1.60% |
Max Drawdown (5Y)Largest decline over 5 years | -15.31% | -26.38% | +11.07% |
Max Drawdown (10Y)Largest decline over 10 years | -29.81% | -34.24% | +4.43% |
Current DrawdownCurrent decline from peak | -7.92% | -6.89% | -1.03% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -7.08% | +2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 2.55% | -0.20% |
Volatility
AMRMX vs. VT - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class A (AMRMX) is 3.36%, while Vanguard Total World Stock ETF (VT) has a volatility of 6.33%. This indicates that AMRMX experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMRMX | VT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 6.33% | -2.97% |
Volatility (6M)Calculated over the trailing 6-month period | 7.32% | 9.95% | -2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.81% | 17.24% | -3.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.48% | 15.98% | -3.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.10% | 17.20% | -3.10% |