RAFGX vs. AMCPX
Compare and contrast key facts about American Funds AMCAP Fund Class R-6 (RAFGX) and American Funds AMCAP Fund Class A (AMCPX).
RAFGX is managed by American Funds. It was launched on May 1, 2009. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
RAFGX vs. AMCPX - Performance Comparison
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RAFGX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RAFGX American Funds AMCAP Fund Class R-6 | -11.73% | 18.05% | 21.50% | 31.47% | -28.42% | 24.11% | 21.80% | 26.76% | -4.08% | 22.45% |
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
Returns By Period
The year-to-date returns for both stocks are quite close, with RAFGX having a -11.73% return and AMCPX slightly lower at -11.82%. Over the past 10 years, RAFGX has outperformed AMCPX with an annualized return of 11.24%, while AMCPX has yielded a comparatively lower 10.59% annualized return.
RAFGX
- 1D
- -0.33%
- 1M
- -10.08%
- YTD
- -11.73%
- 6M
- -9.18%
- 1Y
- 11.41%
- 3Y*
- 14.76%
- 5Y*
- 7.12%
- 10Y*
- 11.24%
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
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RAFGX vs. AMCPX - Expense Ratio Comparison
RAFGX has a 0.33% expense ratio, which is lower than AMCPX's 0.65% expense ratio.
Return for Risk
RAFGX vs. AMCPX — Risk / Return Rank
RAFGX
AMCPX
RAFGX vs. AMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class R-6 (RAFGX) and American Funds AMCAP Fund Class A (AMCPX). 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.
| RAFGX | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.56 | +0.02 |
Sortino ratioReturn per unit of downside risk | 0.97 | 0.94 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.13 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 0.59 | +0.03 |
Martin ratioReturn relative to average drawdown | 2.53 | 2.42 | +0.11 |
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
| RAFGX | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.56 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.33 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.57 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.57 | +0.10 |
Correlation
The correlation between RAFGX and AMCPX is 1.00, 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
RAFGX vs. AMCPX - Dividend Comparison
RAFGX's dividend yield for the trailing twelve months is around 9.60%, less than AMCPX's 9.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RAFGX American Funds AMCAP Fund Class R-6 | 9.60% | 8.47% | 8.26% | 3.75% | 7.36% | 5.83% | 4.07% | 5.10% | 8.04% | 5.58% | 4.09% | 8.78% |
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
RAFGX vs. AMCPX - Drawdown Comparison
The maximum RAFGX drawdown since its inception was -35.07%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for RAFGX and AMCPX.
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Drawdown Indicators
| RAFGX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.07% | -62.37% | +27.30% |
Max Drawdown (1Y)Largest decline over 1 year | -14.12% | -14.18% | +0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -35.07% | -36.90% | +1.83% |
Max Drawdown (10Y)Largest decline over 10 years | -35.07% | -36.90% | +1.83% |
Current DrawdownCurrent decline from peak | -14.12% | -14.18% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -5.53% | -9.60% | +4.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 3.47% | -0.01% |
Volatility
RAFGX vs. AMCPX - Volatility Comparison
American Funds AMCAP Fund Class R-6 (RAFGX) and American Funds AMCAP Fund Class A (AMCPX) have volatilities of 5.26% and 5.26%, 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.
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Volatility by Period
| RAFGX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 5.26% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 11.05% | 11.06% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.61% | 19.60% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.13% | 19.12% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.64% | 18.63% | +0.01% |