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FMACX vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FMACX and BRK-B is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

FMACX vs. BRK-B

Last updated May 31, 2025

Compare and contrast key facts about American Funds AMCAP Fund® Class F-3 (FMACX) and Berkshire Hathaway Inc. (BRK-B).

FMACX is managed by American Funds. It was launched on Aug 1, 2008.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMACX or BRK-B.

Performance

FMACX vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds AMCAP Fund® Class F-3 (FMACX) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

FMACX:

0.67

BRK-B:

1.19

Sortino Ratio

FMACX:

0.93

BRK-B:

1.77

Omega Ratio

FMACX:

1.13

BRK-B:

1.25

Calmar Ratio

FMACX:

0.61

BRK-B:

2.81

Martin Ratio

FMACX:

2.22

BRK-B:

6.66

Ulcer Index

FMACX:

5.39%

BRK-B:

3.72%

Daily Std Dev

FMACX:

21.07%

BRK-B:

19.76%

Max Drawdown

FMACX:

-35.07%

BRK-B:

-53.86%

Current Drawdown

FMACX:

-3.16%

BRK-B:

-6.64%

Returns By Period

In the year-to-date period, FMACX achieves a 1.72% return, which is significantly lower than BRK-B's 11.18% return.

FMACX

YTD

1.72%

1M

7.11%

6M

0.01%

1Y

14.05%

3Y*

14.92%

5Y*

12.09%

10Y*

N/A

BRK-B

YTD

11.18%

1M

-5.49%

6M

4.34%

1Y

23.34%

3Y*

16.84%

5Y*

22.12%

10Y*

13.42%

*Annualized

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American Funds AMCAP Fund® Class F-3

Berkshire Hathaway Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

FMACX vs. BRK-B — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FMACX
The Risk-Adjusted Performance Rank of FMACX is 4949
Overall Rank
The Sharpe Ratio Rank of FMACX is 4747
Sharpe Ratio Rank
The Sortino Ratio Rank of FMACX is 4747
Sortino Ratio Rank
The Omega Ratio Rank of FMACX is 4747
Omega Ratio Rank
The Calmar Ratio Rank of FMACX is 5555
Calmar Ratio Rank
The Martin Ratio Rank of FMACX is 4949
Martin Ratio Rank
BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8787
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8282
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8383
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FMACX vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund® Class F-3 (FMACX) and Berkshire Hathaway Inc. (BRK-B). 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.

The current FMACX Sharpe Ratio is 0.67, which is lower than the BRK-B Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of FMACX and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

FMACX vs. BRK-B - Dividend Comparison

FMACX's dividend yield for the trailing twelve months is around 8.25%, while BRK-B has not paid dividends to shareholders.

TTM20242023202220212020201920182017
FMACX
American Funds AMCAP Fund® Class F-3		8.25%8.39%3.80%7.46%5.91%4.12%5.30%11.18%5.64%
BRK-B
Berkshire Hathaway Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FMACX vs. BRK-B - Drawdown Comparison

The maximum FMACX drawdown since its inception was -35.07%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for FMACX and BRK-B.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

FMACX vs. BRK-B - Volatility Comparison

The current volatility for American Funds AMCAP Fund® Class F-3 (FMACX) is 5.48%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.63%. This indicates that FMACX experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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