CAVAX vs. AMRMX
Compare and contrast key facts about SEI Catholic Values Trust Catholic Values Equity Fund (CAVAX) and American Funds American Mutual Fund Class A (AMRMX).
CAVAX is managed by SEI. It was launched on Apr 30, 2015. AMRMX is managed by American Funds. It was launched on Feb 21, 1950.
Performance
CAVAX vs. AMRMX - Performance Comparison
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CAVAX vs. AMRMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAVAX SEI Catholic Values Trust Catholic Values Equity Fund | -1.95% | 15.45% | 16.72% | 21.33% | -18.51% | 20.57% | 17.33% | 26.63% | -10.24% | 23.69% |
AMRMX American Funds American Mutual Fund Class A | -1.15% | 16.08% | 14.93% | 9.43% | -4.49% | 24.99% | 4.52% | 21.53% | -2.25% | 17.53% |
Returns By Period
In the year-to-date period, CAVAX achieves a -1.95% return, which is significantly lower than AMRMX's -1.15% return. Both investments have delivered pretty close results over the past 10 years, with CAVAX having a 11.10% annualized return and AMRMX not far behind at 10.67%.
CAVAX
- 1D
- 0.79%
- 1M
- -3.15%
- YTD
- -1.95%
- 6M
- 0.23%
- 1Y
- 15.11%
- 3Y*
- 14.45%
- 5Y*
- 7.75%
- 10Y*
- 11.10%
AMRMX
- 1D
- 0.19%
- 1M
- -4.77%
- YTD
- -1.15%
- 6M
- 0.12%
- 1Y
- 11.50%
- 3Y*
- 12.73%
- 5Y*
- 9.65%
- 10Y*
- 10.67%
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CAVAX vs. AMRMX - Expense Ratio Comparison
CAVAX has a 0.86% expense ratio, which is higher than AMRMX's 0.58% expense ratio.
Return for Risk
CAVAX vs. AMRMX — Risk / Return Rank
CAVAX
AMRMX
CAVAX vs. AMRMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Catholic Values Trust Catholic Values Equity Fund (CAVAX) and American Funds American Mutual Fund Class A (AMRMX). 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.
| CAVAX | AMRMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.86 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.28 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.19 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.18 | +0.17 |
Martin ratioReturn relative to average drawdown | 6.35 | 4.99 | +1.36 |
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
| CAVAX | AMRMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.86 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.78 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.76 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.70 | -0.07 |
Correlation
The correlation between CAVAX and AMRMX is 0.90, 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
CAVAX vs. AMRMX - Dividend Comparison
CAVAX's dividend yield for the trailing twelve months is around 6.87%, less than AMRMX's 7.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAVAX SEI Catholic Values Trust Catholic Values Equity Fund | 6.87% | 6.73% | 7.01% | 1.29% | 3.67% | 16.58% | 2.98% | 2.80% | 5.66% | 0.71% | 0.99% | 0.00% |
AMRMX American Funds American Mutual Fund Class A | 7.66% | 7.55% | 6.27% | 3.75% | 4.88% | 4.65% | 1.74% | 4.60% | 6.44% | 5.96% | 4.83% | 6.54% |
Drawdowns
CAVAX vs. AMRMX - Drawdown Comparison
The maximum CAVAX drawdown since its inception was -36.55%, smaller than the maximum AMRMX drawdown of -48.75%. Use the drawdown chart below to compare losses from any high point for CAVAX and AMRMX.
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Drawdown Indicators
| CAVAX | AMRMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.55% | -48.75% | +12.20% |
Max Drawdown (1Y)Largest decline over 1 year | -8.49% | -7.92% | -0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -26.51% | -15.31% | -11.20% |
Max Drawdown (10Y)Largest decline over 10 years | -36.55% | -29.81% | -6.74% |
Current DrawdownCurrent decline from peak | -5.35% | -6.03% | +0.68% |
Average DrawdownAverage peak-to-trough decline | -5.13% | -4.98% | -0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.41% | +0.18% |
Volatility
CAVAX vs. AMRMX - Volatility Comparison
SEI Catholic Values Trust Catholic Values Equity Fund (CAVAX) has a higher volatility of 5.14% compared to American Funds American Mutual Fund Class A (AMRMX) at 3.96%. This indicates that CAVAX's price experiences larger fluctuations and is considered to be riskier than AMRMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAVAX | AMRMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 3.96% | +1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.35% | 7.53% | +1.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.28% | 13.88% | +3.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.06% | 12.50% | +3.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.39% | 14.11% | +3.28% |