RMFGX vs. VOOG
Compare and contrast key facts about American Mutual Fund Class R-6 (RMFGX) and Vanguard S&P 500 Growth ETF (VOOG).
RMFGX is an actively managed fund by American Funds. It was launched on Feb 21, 1950. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Apr 5, 2019.
Performance
RMFGX vs. VOOG - Performance Comparison
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RMFGX vs. VOOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RMFGX American Mutual Fund Class R-6 | -1.26% | 16.43% | 15.28% | 9.78% | -4.19% | 25.28% | 5.15% | 21.92% | -2.00% | 17.86% |
VOOG Vanguard S&P 500 Growth ETF | -6.97% | 22.11% | 35.89% | 29.96% | -29.48% | 31.95% | 33.35% | 30.93% | -0.21% | 27.19% |
Returns By Period
In the year-to-date period, RMFGX achieves a -1.26% return, which is significantly higher than VOOG's -6.97% return. Over the past 10 years, RMFGX has underperformed VOOG with an annualized return of 10.95%, while VOOG has yielded a comparatively higher 15.86% annualized return.
RMFGX
- 1D
- 1.86%
- 1M
- -6.03%
- YTD
- -1.26%
- 6M
- -0.03%
- 1Y
- 12.01%
- 3Y*
- 13.01%
- 5Y*
- 9.93%
- 10Y*
- 10.95%
VOOG
- 1D
- 1.30%
- 1M
- -4.28%
- YTD
- -6.97%
- 6M
- -5.29%
- 1Y
- 23.21%
- 3Y*
- 22.32%
- 5Y*
- 12.46%
- 10Y*
- 15.86%
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RMFGX vs. VOOG - Expense Ratio Comparison
RMFGX has a 0.27% expense ratio, which is higher than VOOG's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
RMFGX vs. VOOG — Risk / Return Rank
RMFGX
VOOG
RMFGX vs. VOOG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Mutual Fund Class R-6 (RMFGX) and Vanguard S&P 500 Growth ETF (VOOG). 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.
| RMFGX | VOOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.05 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.62 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.76 | -0.48 |
Martin ratioReturn relative to average drawdown | 5.52 | 6.81 | -1.29 |
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
| RMFGX | VOOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.05 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.59 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.77 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.84 | -0.04 |
Correlation
The correlation between RMFGX and VOOG is 0.83, 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
RMFGX vs. VOOG - Dividend Comparison
RMFGX's dividend yield for the trailing twelve months is around 7.99%, more than VOOG's 0.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMFGX American Mutual Fund Class R-6 | 7.99% | 7.85% | 6.59% | 4.06% | 5.20% | 4.88% | 2.30% | 4.89% | 6.75% | 6.23% | 4.54% | 6.84% |
VOOG Vanguard S&P 500 Growth ETF | 0.53% | 0.49% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% |
Drawdowns
RMFGX vs. VOOG - Drawdown Comparison
The maximum RMFGX drawdown since its inception was -29.79%, smaller than the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for RMFGX and VOOG.
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Drawdown Indicators
| RMFGX | VOOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.79% | -32.73% | +2.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.22% | -13.71% | +3.49% |
Max Drawdown (5Y)Largest decline over 5 years | -15.17% | -32.73% | +17.56% |
Max Drawdown (10Y)Largest decline over 10 years | -29.79% | -32.73% | +2.94% |
Current DrawdownCurrent decline from peak | -6.18% | -9.07% | +2.89% |
Average DrawdownAverage peak-to-trough decline | -2.73% | -5.01% | +2.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 3.54% | -1.17% |
Volatility
RMFGX vs. VOOG - Volatility Comparison
The current volatility for American Mutual Fund Class R-6 (RMFGX) is 4.04%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 7.28%. This indicates that RMFGX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RMFGX | VOOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.04% | 7.28% | -3.24% |
Volatility (6M)Calculated over the trailing 6-month period | 7.56% | 12.68% | -5.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.91% | 22.28% | -8.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.50% | 21.16% | -8.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.11% | 20.65% | -6.54% |