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16 important things you should know about American Funds AMCPX mutual fund

Updated: April 07, 2021
67
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • 15-year return above the benchmark
Bear Case
  • High expense ratio
  • Sales load and/or distribution fees

Before we start: if you’re looking for AMCPX “stock” price, you can quickly find it out by visiting Finny and typing "AMCPX quote". If you’re looking for a quick scoop on AMCPX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "AMCPX". You’ll get all this info in one place.

Are you looking to buy or sell AMCPX? Or perhaps you’re looking for AMCPX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this AMCPX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: AMCPX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: AMCPX buy or sell; the pros and cons of investing in AMCPX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to AMCPX.

And here is the list of questions we’ll answer:

  1. Describe AMCAP Fund; Class A Shares (AMCPX).
  2. What are AMCPX holdings?
  3. What is AMCPX performance? What are AMCPX historical returns?
  4. How many up and down years did AMCPX have historically?
  5. What is AMCPX dividend yield?
  6. What is AMCPX minimum initial investment amount?
  7. What is AMCPX expense ratio?
  8. Does AMCPX have any sales loads or 12b-1 distribution expenses?
  9. What is AMCPX tax efficiency (tax-cost ratio)?
  10. What is AMCPX beta? How would you assess AMCPX risk?
  11. What is AMCPX Sharpe ratio?
  12. What is AMCPX Finny Score? AMCPX buy or sell?
  13. What are the pros of investing in AMCPX? What are AMCPX buy reasons?
  14. What are the cons of investing in AMCPX? What are AMCPX sell reasons?
  15. Compare and contrast: AMCPX vs VTSAX.

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe AMCAP Fund; Class A Shares (AMCPX).

The Fund seeks to provide long-term growth of capital. The Fund invests primarily in common stocks of issuers located in the U.S. with a record of above-average long-term growth.

2. What are AMCPX top holdings?

AMCPX has 147 stock holdings and 0 bond holdings.

The top 10 holdings represent 27.88% of total assets. Here are the top holdings:

Name Symbol % Assets
Netflix Inc NFLX 4.26%
Microsoft Corp MSFT 4.14%
Facebook Inc A FB 3.24%
Abbott Laboratories ABT 3.11%
Amazon.com Inc AMZN 2.74%
UnitedHealth Group Inc UNH 2.68%
Broadcom Inc AVGO 2.29%
Thermo Fisher Scientific Inc TMO 2.04%
Amgen Inc AMGN 1.69%
Mastercard Inc A MA 1.69%

3. What is AMCPX performance? What are AMCPX historical returns?

AMCPX has generated the following returns:

  • 1-month return is 1.41%;
  • 3-month return is 6.44%;
  • 1-year return is 6.44%;
  • 3-year return is 15.73%;
  • 5-year return is 16.10%;
  • 10-year return is 13.71%;
  • 15-year return is 10.18%.

4. How many up and down years did AMCPX have historically?

In the last 10 years, AMCPX had 7 up years and 3 down years.

AMCPX up and down years

5. What is AMCPX dividend yield?

AMCPX yield is 0.18%.

6. What is AMCPX minimum initial investment amount?

AMCPX minimum initial investment amount is $1.00K.

7. What is AMCPX expense ratio?

AMCPX expense ratio is 0.68%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

AMCPX expenses

8. Does AMCPX have any sales loads or 12b-1 distribution expenses?

AMCPX 12b-1 distribution fee is 0.25. AMCPX front-end sales load is 5.75. AMCPX back-end sales load is 0.

9. What is AMCPX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 1%;
  • 3-year ax cost ratio is 1.49%.
AMCPX tax costs

10. What is AMCPX beta? How would you assess AMCPX risk?

AMCPX Beta

11. What is AMCPX Sharpe ratio?

  • 3-year Sharpe ratio is 0.80;
  • 5-year Sharpe ratio is 1.01;
  • 10-year Sharpe ratio is 0.98;
  • 15-year Sharpe ratio is 0.64.
AMCPX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 67. Our quantitative analysis shows 4 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 67.

13. What are the pros of investing in AMCPX? What are AMCPX buy reasons?

The following are AMCPX strengths from our perspective:

  • AMCPX 3-year return is 15.73%, which is in line with the 3-year return of the benchmark index (S&P 500 TR USD), 17.24%.
  • AMCPX 5-year return is 16.1%, which is in line with the 5-year return of the benchmark index (S&P 500 TR USD), 16.42%.
  • AMCPX 10-year return is 13.71%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 13.99%.
  • AMCPX 15-year return is 10.18%, which is higher than the 15-year return of the benchmark index (S&P 500 TR USD), 10.1%.

14. What are the cons of investing in AMCPX? What are AMCPX negatives?

The following are AMCPX weaknesses from our perspective:

  • AMCPX expense ratio is 0.68%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.25%, while the maximum front-end sales load is 5.75%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.

Alternatives

15. Compare and contrast: AMCPX vs VTSAX.

Both AMCPX and VTSAX are mutual funds. AMCPX has a lower 5-year return than VTSAX (16.1% vs 16.81%). AMCPX has a higher expense ratio than VTSAX (0.68% vs 0.04%). Below is the comparison between AMCPX and VTSAX.

AMCPX VTSAX
Segment U.S. Equity: Large Growth U.S. Equity: Large Blend
Net Assets $39.13B $280.76B
Expense Ratio 0.68% 0.04%
Management Style active passive (index-based)
Underlying Index N/A N/A
YTD Return 6.44% 7.8%
1-Year Return 6.44% 7.8%
3-Year Return 15.73% 17.63%
5-Year Return 16.1% 16.81%
10-Year Return 13.71% 13.87%
Dividend Yield 0.18% 1.36%

VTSAX profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

For further information, check out AMCPX vs VTSAX comparison details.

In the AMCPX review, we covered AMCPX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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