Correlation
The correlation between RAFGX and VOO is 0.95, 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.
RAFGX vs. VOO
Compare and contrast key facts about American Funds AMCAP Fund Class R-6 (RAFGX) and Vanguard S&P 500 ETF (VOO).
RAFGX is managed by American Funds. It was launched on May 1, 2009. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RAFGX or VOO.
Performance
RAFGX vs. VOO - Performance Comparison
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Key characteristics
RAFGX:
0.67
VOO:
0.74
RAFGX:
0.93
VOO:
1.04
RAFGX:
1.13
VOO:
1.15
RAFGX:
0.61
VOO:
0.68
RAFGX:
2.22
VOO:
2.58
RAFGX:
5.39%
VOO:
4.93%
RAFGX:
21.09%
VOO:
19.54%
RAFGX:
-35.07%
VOO:
-33.99%
RAFGX:
-3.13%
VOO:
-3.55%
Returns By Period
In the year-to-date period, RAFGX achieves a 1.71% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, RAFGX has underperformed VOO with an annualized return of 11.01%, while VOO has yielded a comparatively higher 12.81% annualized return.
RAFGX
1.71%
6.28%
0.01%
13.44%
14.92%
12.10%
11.01%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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RAFGX vs. VOO - Expense Ratio Comparison
RAFGX has a 0.33% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
RAFGX vs. VOO — Risk-Adjusted Performance Rank
RAFGX
VOO
RAFGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class R-6 (RAFGX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
RAFGX vs. VOO - Dividend Comparison
RAFGX's dividend yield for the trailing twelve months is around 8.12%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RAFGX American Funds AMCAP Fund Class R-6 | 8.12% | 8.26% | 3.74% | 7.36% | 5.83% | 5.54% | 5.10% | 11.07% | 5.58% | 4.09% | 8.78% | 9.57% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
RAFGX vs. VOO - Drawdown Comparison
The maximum RAFGX drawdown since its inception was -35.07%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for RAFGX and VOO.
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Volatility
RAFGX vs. VOO - Volatility Comparison
American Funds AMCAP Fund Class R-6 (RAFGX) has a higher volatility of 5.47% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that RAFGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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