MUHLX vs. AMRMX
Compare and contrast key facts about Muhlenkamp Fund (MUHLX) and American Funds American Mutual Fund Class A (AMRMX).
MUHLX is managed by Muhlenkamp. It was launched on Nov 1, 1988. AMRMX is managed by American Funds. It was launched on Feb 21, 1950.
Performance
MUHLX vs. AMRMX - Performance Comparison
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MUHLX vs. AMRMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUHLX Muhlenkamp Fund | 9.11% | 17.82% | 3.38% | 13.92% | 2.89% | 28.98% | 11.96% | 14.39% | -13.29% | 18.78% |
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, MUHLX achieves a 9.11% return, which is significantly higher than AMRMX's -1.34% return. Both investments have delivered pretty close results over the past 10 years, with MUHLX having a 10.68% annualized return and AMRMX not far behind at 10.65%.
MUHLX
- 1D
- 2.42%
- 1M
- -5.65%
- YTD
- 9.11%
- 6M
- 10.37%
- 1Y
- 22.96%
- 3Y*
- 14.41%
- 5Y*
- 12.05%
- 10Y*
- 10.68%
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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MUHLX vs. AMRMX - Expense Ratio Comparison
MUHLX has a 1.14% expense ratio, which is higher than AMRMX's 0.58% expense ratio.
Return for Risk
MUHLX vs. AMRMX — Risk / Return Rank
MUHLX
AMRMX
MUHLX vs. AMRMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Muhlenkamp Fund (MUHLX) 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.
| MUHLX | AMRMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 0.86 | +0.57 |
Sortino ratioReturn per unit of downside risk | 1.97 | 1.28 | +0.70 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.19 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.37 | 1.25 | +1.12 |
Martin ratioReturn relative to average drawdown | 8.57 | 5.35 | +3.22 |
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
| MUHLX | AMRMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 0.86 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.77 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.76 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.70 | -0.19 |
Correlation
The correlation between MUHLX and AMRMX is 0.81, 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
MUHLX vs. AMRMX - Dividend Comparison
MUHLX's dividend yield for the trailing twelve months is around 3.06%, less than AMRMX's 7.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUHLX Muhlenkamp Fund | 3.06% | 3.34% | 0.58% | 0.89% | 6.80% | 7.77% | 10.28% | 1.26% | 14.70% | 4.30% | 0.00% | 11.02% |
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
MUHLX vs. AMRMX - Drawdown Comparison
The maximum MUHLX drawdown since its inception was -62.05%, which is greater than AMRMX's maximum drawdown of -48.75%. Use the drawdown chart below to compare losses from any high point for MUHLX and AMRMX.
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Drawdown Indicators
| MUHLX | AMRMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.05% | -48.75% | -13.30% |
Max Drawdown (1Y)Largest decline over 1 year | -10.23% | -10.24% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -18.63% | -15.31% | -3.32% |
Max Drawdown (10Y)Largest decline over 10 years | -40.85% | -29.81% | -11.04% |
Current DrawdownCurrent decline from peak | -5.65% | -6.21% | +0.56% |
Average DrawdownAverage peak-to-trough decline | -10.81% | -4.98% | -5.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 2.38% | +0.45% |
Volatility
MUHLX vs. AMRMX - Volatility Comparison
Muhlenkamp Fund (MUHLX) has a higher volatility of 6.01% compared to American Funds American Mutual Fund Class A (AMRMX) at 4.03%. This indicates that MUHLX'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
| MUHLX | AMRMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 4.03% | +1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 12.06% | 7.55% | +4.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.85% | 13.90% | +2.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.77% | 12.50% | +2.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.04% | 14.11% | +2.93% |