GAIOX vs. AMRMX
Compare and contrast key facts about American Funds Growth and Income Portfolio (GAIOX) and American Funds American Mutual Fund Class A (AMRMX).
GAIOX is managed by American Funds. It was launched on May 18, 2012. AMRMX is managed by American Funds. It was launched on Feb 21, 1950.
Performance
GAIOX vs. AMRMX - Performance Comparison
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GAIOX vs. AMRMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GAIOX American Funds Growth and Income Portfolio | -4.74% | 17.92% | 14.54% | 18.77% | -15.88% | 16.31% | 16.35% | 21.90% | -5.91% | 19.13% |
AMRMX American Funds American Mutual Fund Class A | -3.14% | 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, GAIOX achieves a -4.74% return, which is significantly lower than AMRMX's -3.14% return. Over the past 10 years, GAIOX has underperformed AMRMX with an annualized return of 9.66%, while AMRMX has yielded a comparatively higher 10.45% annualized return.
GAIOX
- 1D
- -0.20%
- 1M
- -7.99%
- YTD
- -4.74%
- 6M
- -2.22%
- 1Y
- 13.39%
- 3Y*
- 13.37%
- 5Y*
- 7.53%
- 10Y*
- 9.66%
AMRMX
- 1D
- -0.10%
- 1M
- -7.92%
- YTD
- -3.14%
- 6M
- -1.57%
- 1Y
- 9.78%
- 3Y*
- 11.97%
- 5Y*
- 9.37%
- 10Y*
- 10.45%
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GAIOX vs. AMRMX - Expense Ratio Comparison
GAIOX has a 0.66% expense ratio, which is higher than AMRMX's 0.58% expense ratio.
Return for Risk
GAIOX vs. AMRMX — Risk / Return Rank
GAIOX
AMRMX
GAIOX vs. AMRMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth and Income Portfolio (GAIOX) 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.
| GAIOX | AMRMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.78 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.17 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.17 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 0.93 | +0.44 |
Martin ratioReturn relative to average drawdown | 6.01 | 4.03 | +1.98 |
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
| GAIOX | AMRMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.78 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.76 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.74 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.70 | +0.10 |
Correlation
The correlation between GAIOX and AMRMX is 0.91, 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
GAIOX vs. AMRMX - Dividend Comparison
GAIOX's dividend yield for the trailing twelve months is around 5.77%, less than AMRMX's 7.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAIOX American Funds Growth and Income Portfolio | 5.77% | 5.50% | 4.81% | 2.81% | 6.45% | 5.13% | 4.00% | 5.51% | 6.10% | 3.45% | 4.39% | 4.60% |
AMRMX American Funds American Mutual Fund Class A | 7.82% | 7.55% | 6.27% | 3.75% | 4.88% | 4.65% | 1.74% | 4.60% | 6.44% | 5.96% | 4.83% | 6.54% |
Drawdowns
GAIOX vs. AMRMX - Drawdown Comparison
The maximum GAIOX drawdown since its inception was -26.55%, smaller than the maximum AMRMX drawdown of -48.75%. Use the drawdown chart below to compare losses from any high point for GAIOX and AMRMX.
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Drawdown Indicators
| GAIOX | AMRMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.55% | -48.75% | +22.20% |
Max Drawdown (1Y)Largest decline over 1 year | -8.83% | -10.24% | +1.41% |
Max Drawdown (5Y)Largest decline over 5 years | -23.11% | -15.31% | -7.80% |
Max Drawdown (10Y)Largest decline over 10 years | -26.55% | -29.81% | +3.26% |
Current DrawdownCurrent decline from peak | -8.32% | -7.92% | -0.40% |
Average DrawdownAverage peak-to-trough decline | -3.47% | -4.98% | +1.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 2.35% | -0.34% |
Volatility
GAIOX vs. AMRMX - Volatility Comparison
American Funds Growth and Income Portfolio (GAIOX) has a higher volatility of 3.98% compared to American Funds American Mutual Fund Class A (AMRMX) at 3.36%. This indicates that GAIOX'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
| GAIOX | AMRMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 3.36% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 7.59% | 7.32% | +0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.66% | 13.81% | -1.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.49% | 12.48% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.12% | 14.10% | -0.98% |