FMACX vs. FXAIX
Compare and contrast key facts about American Funds AMCAP Fund® Class F-3 (FMACX) and Fidelity 500 Index Fund (FXAIX).
FMACX is managed by American Funds. It was launched on Aug 1, 2008. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMACX or FXAIX.
Correlation
The correlation between FMACX and FXAIX is 0.94, 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
FMACX vs. FXAIX - Performance Comparison
Key characteristics
FMACX:
0.83
FXAIX:
1.87
FMACX:
1.15
FXAIX:
2.51
FMACX:
1.16
FXAIX:
1.34
FMACX:
0.80
FXAIX:
2.83
FMACX:
3.71
FXAIX:
11.74
FMACX:
3.52%
FXAIX:
2.04%
FMACX:
15.66%
FXAIX:
12.84%
FMACX:
-41.29%
FXAIX:
-33.79%
FMACX:
-5.49%
FXAIX:
-0.91%
Returns By Period
In the year-to-date period, FMACX achieves a 4.48% return, which is significantly higher than FXAIX's 3.15% return.
FMACX
4.48%
2.43%
11.77%
13.11%
5.87%
N/A
FXAIX
3.15%
1.51%
17.35%
24.03%
14.58%
13.47%
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FMACX vs. FXAIX - Expense Ratio Comparison
FMACX has a 0.34% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FMACX vs. FXAIX — Risk-Adjusted Performance Rank
FMACX
FXAIX
FMACX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund® Class F-3 (FMACX) and Fidelity 500 Index Fund (FXAIX). 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
FMACX vs. FXAIX - Dividend Comparison
FMACX's dividend yield for the trailing twelve months is around 0.63%, less than FXAIX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMACX American Funds AMCAP Fund® Class F-3 | 0.63% | 0.66% | 1.12% | 0.00% | 0.00% | 0.44% | 0.94% | 0.94% | 0.68% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.21% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 4.15% | 3.95% |
Drawdowns
FMACX vs. FXAIX - Drawdown Comparison
The maximum FMACX drawdown since its inception was -41.29%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FMACX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FMACX vs. FXAIX - Volatility Comparison
American Funds AMCAP Fund® Class F-3 (FMACX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 4.07% and 3.92%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.