AMERICAN MUTUAL Competition

AMFFX Fund  USD 58.48  -1.16  -1.95%   
The fund is listed under the Large Value category and is part of the Capital Group family. American Mutual competes with AMERICAN MUTUAL, NEW WORLD, New World, NEW WORLD, and NEW WORLD and other related companies. This provides context for comparative analysis. Relative analysis here frames exposure to AMERICAN MUTUAL with structured peer context.

AMERICAN MUTUAL vs SMALLCAP WORLD Correlation Details

Almost no diversification
AMFFX currently posts a 0.91 correlation with RSLAX, indicating a Almost no diversification relationship for the active sample. In portfolio terms, the overlap visualization shows how much shared movement remains after both positions are combined.

Moving together with AMERICAN Mutual Fund

  0.88AMECX Income FundPairCorr
  1.0AMFCX American MutualPairCorr
  0.8AMHIX American High IncomePairCorr
Specify up to 10 symbols:
Mean reversion in AMERICAN MUTUAL's price occurs when temporary dislocations - caused by sentiment extremes, news events, or liquidity shocks - correct back toward the stock's historical fair value.
Hype
Prediction
LowEstimatedHigh
57.8358.4859.13
Details
Intrinsic
Valuation
LowRealHigh
58.2958.9459.59
Details
Naive
Forecast
LowNextHigh
57.6358.2858.93
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
58.9061.0063.10
Details
A rigorous investment case for AMERICAN MUTUAL requires more than studying its own financials. Benchmarking AMERICAN MUTUAL's performance, valuation, and risk profile against competitors is essential to validate any investment thesis.

AMERICAN MUTUAL Competition Correlation Matrix

Reviewing how American Mutual Fund moves relative to competing funds can show whether peer exposure is reducing portfolio risk or simply repeating the same market bet. Used correctly, correlation analysis helps separate broad industry exposure from company-specific behavior before additional capital is allocated across the peer group.

High positive correlations

NFFFXNWFFX
RNWGXNWFFX
RNWGXNFFFX
SCWFXRLLGX
RSLAXRLLGX
RSLAXSCWFX
  

High negative correlations

AMPCXRMFGX
AMPCXNEWFX

Risk-Adjusted Indicators

AMERICAN MUTUAL Mutual Fund may look attractive on headline returns alone, but deeper analysis often tells a different story. A thorough review of AMERICAN MUTUAL's risk-adjusted indicators provides a clearer picture of whether returns are being earned efficiently. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

AMERICAN MUTUAL Competitive Analysis

    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
AMFFX RMFGX NWFFX NFFFX RNWGX NEWFX AMPCX RLLGX SMCWX SCWFX
 1.95 
58.48
AMERICAN
 2.03 
58.87
AMERICAN
 0.90 
93.30
NEW
 0.91 
93.68
New
 0.91 
94.00
NEW
 0.76 
94.88
NEW
 1.43 
33.03
AMCAP
 0.84 
75.85
SMALLCAP
 0.69 
73.42
SMALLCAP
 0.85 
71.55
SMALLCAP
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Analysis
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Net Asset
Price To Book
Five Year Return
One Year Return
Last Dividend Paid
Price To Earning
Price To Sales
Cash Position Weight
Equity Positions Weight
Three Year Return
Annual Yield
Year To Date Return
Bond Positions Weight
Ten Year Return
Day Typical Price
Period Momentum Indicator
Rate Of Daily Change
Day Median Price
Price Action Indicator
Relative Strength Index
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

AMERICAN MUTUAL Competition Peer Performance Charts

How to Analyze AMERICAN MUTUAL Against Peers

AMERICAN MUTUAL's peer analysis compares AMERICAN MUTUAL with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:
  • Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
  • Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
  • Check valuation dispersion: Review whether AMERICAN MUTUAL trades at a premium or discount versus peers and why.
  • Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
  • Document the thesis: Record where AMERICAN MUTUAL leads or lags and what catalysts could close or widen the gap.
Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Peer analysis for AMERICAN MUTUAL uses the most recent available fundamentals rather than static annual comparisons, improving relevance as conditions evolve. Comparing peers in Capital Group Funds, Large Value Funds can help separate structural strengths from temporary momentum.

This section for American Mutual Fund is built from fund disclosures and market reference feeds, with harmonization applied to align reporting definitions. Values may update on different source schedules.

This content is curated and reviewed by:

Gabriel Shpitalnik - Member of Macroaxis Editorial Board
Last reviewed on March 16th, 2026