FCVSX vs. AMRMX
Compare and contrast key facts about Fidelity Convertible Securities Fund (FCVSX) and American Funds American Mutual Fund Class A (AMRMX).
FCVSX is managed by Fidelity. It was launched on Jan 5, 1987. AMRMX is managed by American Funds. It was launched on Feb 21, 1950.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCVSX or AMRMX.
Correlation
The correlation between FCVSX and AMRMX is 0.77, 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
FCVSX vs. AMRMX - Performance Comparison
Key characteristics
FCVSX:
0.51
AMRMX:
0.32
FCVSX:
0.78
AMRMX:
0.60
FCVSX:
1.11
AMRMX:
1.09
FCVSX:
0.28
AMRMX:
0.37
FCVSX:
1.18
AMRMX:
1.18
FCVSX:
6.15%
AMRMX:
4.76%
FCVSX:
13.99%
AMRMX:
14.98%
FCVSX:
-58.76%
AMRMX:
-47.60%
FCVSX:
-17.98%
AMRMX:
-7.40%
Returns By Period
In the year-to-date period, FCVSX achieves a -0.10% return, which is significantly lower than AMRMX's 1.16% return. Over the past 10 years, FCVSX has underperformed AMRMX with an annualized return of 3.23%, while AMRMX has yielded a comparatively higher 6.12% annualized return.
FCVSX
-0.10%
5.58%
-4.92%
7.11%
4.57%
3.23%
AMRMX
1.16%
2.70%
-6.94%
4.78%
9.68%
6.12%
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FCVSX vs. AMRMX - Expense Ratio Comparison
FCVSX has a 0.67% expense ratio, which is higher than AMRMX's 0.58% expense ratio.
Risk-Adjusted Performance
FCVSX vs. AMRMX — Risk-Adjusted Performance Rank
FCVSX
AMRMX
FCVSX vs. AMRMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Convertible Securities Fund (FCVSX) 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.
Dividends
FCVSX vs. AMRMX - Dividend Comparison
FCVSX's dividend yield for the trailing twelve months is around 3.56%, less than AMRMX's 6.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCVSX Fidelity Convertible Securities Fund | 3.56% | 3.30% | 2.13% | 2.35% | 1.66% | 2.90% | 1.45% | 3.84% | 2.60% | 3.35% | 2.86% | 5.99% |
AMRMX American Funds American Mutual Fund Class A | 6.24% | 6.27% | 3.75% | 4.88% | 4.67% | 1.74% | 4.76% | 6.61% | 6.10% | 4.83% | 6.54% | 5.46% |
Drawdowns
FCVSX vs. AMRMX - Drawdown Comparison
The maximum FCVSX drawdown since its inception was -58.76%, which is greater than AMRMX's maximum drawdown of -47.60%. Use the drawdown chart below to compare losses from any high point for FCVSX and AMRMX. For additional features, visit the drawdowns tool.
Volatility
FCVSX vs. AMRMX - Volatility Comparison
The current volatility for Fidelity Convertible Securities Fund (FCVSX) is 3.96%, while American Funds American Mutual Fund Class A (AMRMX) has a volatility of 4.94%. This indicates that FCVSX experiences smaller price fluctuations and is considered to be less risky than AMRMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.