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.
Performance
FCVSX vs. AMRMX - Performance Comparison
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FCVSX vs. AMRMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCVSX Fidelity Convertible Securities Fund | 4.06% | 8.52% | 13.91% | 11.42% | -15.33% | 9.95% | 42.52% | 28.58% | -1.29% | 9.03% |
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, FCVSX achieves a 4.06% return, which is significantly higher than AMRMX's -1.34% return. Both investments have delivered pretty close results over the past 10 years, with FCVSX having a 11.05% annualized return and AMRMX not far behind at 10.65%.
FCVSX
- 1D
- 2.65%
- 1M
- -4.07%
- YTD
- 4.06%
- 6M
- -4.40%
- 1Y
- 16.70%
- 3Y*
- 11.27%
- 5Y*
- 4.84%
- 10Y*
- 11.05%
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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FCVSX vs. AMRMX - Expense Ratio Comparison
FCVSX has a 0.67% expense ratio, which is higher than AMRMX's 0.58% expense ratio.
Return for Risk
FCVSX vs. AMRMX — Risk / Return Rank
FCVSX
AMRMX
FCVSX vs. AMRMX - Risk-Adjusted Trends 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.
| FCVSX | AMRMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.86 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.28 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.25 | +0.17 |
Martin ratioReturn relative to average drawdown | 4.29 | 5.35 | -1.06 |
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
| FCVSX | 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 | 0.35 | 0.77 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.76 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.70 | 0.00 |
Correlation
The correlation between FCVSX and AMRMX is 0.71, 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
FCVSX vs. AMRMX - Dividend Comparison
FCVSX's dividend yield for the trailing twelve months is around 2.13%, less than AMRMX's 7.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCVSX Fidelity Convertible Securities Fund | 2.13% | 2.21% | 7.47% | 2.13% | 3.78% | 20.64% | 10.75% | 3.28% | 9.86% | 4.11% | 4.90% | 10.41% |
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
FCVSX vs. AMRMX - Drawdown Comparison
The maximum FCVSX drawdown since its inception was -58.76%, which is greater than AMRMX's maximum drawdown of -48.75%. Use the drawdown chart below to compare losses from any high point for FCVSX and AMRMX.
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Drawdown Indicators
| FCVSX | AMRMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.76% | -48.75% | -10.01% |
Max Drawdown (1Y)Largest decline over 1 year | -10.68% | -10.24% | -0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -24.18% | -15.31% | -8.87% |
Max Drawdown (10Y)Largest decline over 10 years | -25.08% | -29.81% | +4.73% |
Current DrawdownCurrent decline from peak | -7.05% | -6.21% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -7.25% | -4.98% | -2.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 2.38% | +1.15% |
Volatility
FCVSX vs. AMRMX - Volatility Comparison
Fidelity Convertible Securities Fund (FCVSX) has a higher volatility of 6.86% compared to American Funds American Mutual Fund Class A (AMRMX) at 4.03%. This indicates that FCVSX'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
| FCVSX | AMRMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.86% | 4.03% | +2.83% |
Volatility (6M)Calculated over the trailing 6-month period | 15.63% | 7.55% | +8.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.35% | 13.90% | +4.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.83% | 12.50% | +1.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.74% | 14.11% | -0.37% |