CGRWX vs. AMRMX
Compare and contrast key facts about Invesco Comstock Select Fund (CGRWX) and American Funds American Mutual Fund Class A (AMRMX).
CGRWX is managed by Invesco. It was launched on Sep 16, 1985. AMRMX is managed by American Funds. It was launched on Feb 21, 1950.
Performance
CGRWX vs. AMRMX - Performance Comparison
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CGRWX vs. AMRMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CGRWX Invesco Comstock Select Fund | -1.07% | 18.61% | 11.95% | 12.17% | 3.29% | 30.12% | -0.34% | 27.31% | -11.40% | 15.95% |
AMRMX American Funds American Mutual Fund Class A | -1.34% | 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, CGRWX achieves a -1.07% return, which is significantly higher than AMRMX's -1.34% return. Over the past 10 years, CGRWX has outperformed AMRMX with an annualized return of 11.27%, while AMRMX has yielded a comparatively lower 10.65% annualized return.
CGRWX
- 1D
- 2.53%
- 1M
- -5.39%
- YTD
- -1.07%
- 6M
- 4.36%
- 1Y
- 15.49%
- 3Y*
- 13.22%
- 5Y*
- 10.88%
- 10Y*
- 11.27%
AMRMX
- 1D
- 1.86%
- 1M
- -6.04%
- YTD
- -1.34%
- 6M
- -0.16%
- 1Y
- 11.67%
- 3Y*
- 12.66%
- 5Y*
- 9.60%
- 10Y*
- 10.65%
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CGRWX vs. AMRMX - Expense Ratio Comparison
CGRWX has a 0.92% expense ratio, which is higher than AMRMX's 0.58% expense ratio.
Return for Risk
CGRWX vs. AMRMX — Risk / Return Rank
CGRWX
AMRMX
CGRWX vs. AMRMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Comstock Select Fund (CGRWX) 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.
| CGRWX | AMRMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.86 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.28 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 1.25 | -0.45 |
Martin ratioReturn relative to average drawdown | 2.90 | 5.35 | -2.45 |
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
| CGRWX | AMRMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.86 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.77 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.76 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.70 | -0.09 |
Correlation
The correlation between CGRWX and AMRMX is 0.89, 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
CGRWX vs. AMRMX - Dividend Comparison
CGRWX's dividend yield for the trailing twelve months is around 13.65%, more than AMRMX's 7.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGRWX Invesco Comstock Select Fund | 13.65% | 13.46% | 16.99% | 5.10% | 16.87% | 5.35% | 2.33% | 27.71% | 15.07% | 5.43% | 1.56% | 1.20% |
AMRMX American Funds American Mutual Fund Class A | 7.68% | 7.55% | 6.27% | 3.75% | 4.88% | 4.65% | 1.74% | 4.60% | 6.44% | 5.96% | 4.83% | 6.54% |
Drawdowns
CGRWX vs. AMRMX - Drawdown Comparison
The maximum CGRWX drawdown since its inception was -58.28%, which is greater than AMRMX's maximum drawdown of -48.75%. Use the drawdown chart below to compare losses from any high point for CGRWX and AMRMX.
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Drawdown Indicators
| CGRWX | AMRMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.28% | -48.75% | -9.53% |
Max Drawdown (1Y)Largest decline over 1 year | -12.60% | -10.24% | -2.36% |
Max Drawdown (5Y)Largest decline over 5 years | -24.79% | -15.31% | -9.48% |
Max Drawdown (10Y)Largest decline over 10 years | -45.23% | -29.81% | -15.42% |
Current DrawdownCurrent decline from peak | -7.38% | -6.21% | -1.17% |
Average DrawdownAverage peak-to-trough decline | -8.38% | -4.98% | -3.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.19% | 2.38% | +1.81% |
Volatility
CGRWX vs. AMRMX - Volatility Comparison
Invesco Comstock Select Fund (CGRWX) has a higher volatility of 4.50% compared to American Funds American Mutual Fund Class A (AMRMX) at 4.03%. This indicates that CGRWX'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
| CGRWX | AMRMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 4.03% | +0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 9.61% | 7.55% | +2.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.62% | 13.90% | +3.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.11% | 12.50% | +5.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.68% | 14.11% | +6.57% |