Registry rank 42 · Portfolio as of 2026-04-30

American Mutual Fund

AFMFX · AMFCX · AMFFX · AMRFX · AMRMX · CMLAX · CMLCX · CMLEX · CMLFX · FFFMX · FFMMX · RMEBX · RMFAX · RMFBX · RMFCX · RMFEX · RMFFX · RMFGX · RMFHX · TAFMX · TAMFX

Best-fit active share57.9%vs IVV · fund as of 2026-04-30 · proxy as of 2026-03-31
Declared-benchmark active shareNot filed yetNo mapped declared benchmark
AFMFX expense ratio0.27%SEC expense filing · as of 2025-12-31
AFMFX fee per active unit0.47%expense as of 2025-12-31; fund as of 2026-04-30; proxy as of 2026-03-31

Filed fees in dollars

Assumptions for each dollar figure: $100,000 starting amount · 5.0% annual return · annual compounding · fees deducted annually · 0.00% computed index-control baseline. Methodology.

Illustrated difference between each class’s filed expense ratio and the computed index-control baseline.
Share class and filing10 years20 years30 years
AFMFX0.27% · SEC expense filing · as of 2025-12-31$4,140$13,317$32,127
AMFCX1.33% · SEC expense filing · as of 2025-12-31$19,495$59,711$137,350
AMFFX0.64% · SEC expense filing · as of 2025-12-31$9,661$30,539$72,427
AMRFX0.38% · SEC expense filing · as of 2025-12-31$5,800$18,559$44,543
AMRMX0.57% · SEC expense filing · as of 2025-12-31$8,630$27,369$65,116
CMLAX0.60% · SEC expense filing · as of 2025-12-31$9,072$28,732$68,267
CMLCX1.37% · SEC expense filing · as of 2025-12-31$20,048$61,292$140,744
CMLEX0.85% · SEC expense filing · as of 2025-12-31$12,716$39,810$93,523
CMLFX0.69% · SEC expense filing · as of 2025-12-31$10,393$32,778$77,562
FFFMX0.32% · SEC expense filing · as of 2025-12-31$4,897$15,713$37,817
FFMMX0.36% · SEC expense filing · as of 2025-12-31$5,499$17,613$42,313
RMEBX1.07% · SEC expense filing · as of 2025-12-31$15,858$49,148$114,340
RMFAX1.36% · SEC expense filing · as of 2025-12-31$19,910$60,898$139,899
RMFBX1.35% · SEC expense filing · as of 2025-12-31$19,772$60,503$139,051
RMFCX0.91% · SEC expense filing · as of 2025-12-31$13,579$42,394$99,328
RMFEX0.62% · SEC expense filing · as of 2025-12-31$9,367$29,637$70,352
RMFFX0.32% · SEC expense filing · as of 2025-12-31$4,897$15,713$37,817
RMFGX0.27% · SEC expense filing · as of 2025-12-31$4,140$13,317$32,127
RMFHX0.42% · SEC expense filing · as of 2025-12-31$6,400$20,439$48,965
TAFMX0.62% · SEC expense filing · as of 2025-12-31$9,367$29,637$70,352
TAMFX0.57% · SEC expense filing · as of 2025-12-31$8,630$27,369$65,116

These figures are illustrations, not predictions or personalized advice. Returns and fees can differ. Read the research disclaimer.

Change the illustration

Assumptions for the dollar figures below: $100,000 starting amount; 5.0% annual return; 20 years; annual compounding; fees deducted annually; 0.00% computed index-control baseline. AFMFX SEC expense filing, as of 2025-12-31. Methodology.

Illustration for AFMFX; expense ratio filed as of 2025-12-31.
ResultAmount
Ending value at baseline$265,330
Ending value at filed expense ratio$252,012
Difference attributed to fee drag$13,317

This is an illustration, not a prediction or personalized advice. Returns and fees can differ. Read the research disclaimer.

Largest active differences vs IVV

The bars are labeled and repeated in the table; color is not the only signal. Linked company names open Buy Like Buffett’s company record; Sensible Investor does not score stocks.

HoldingFundIVVDifference
NVIDIA Corp.0.00%7.58%-7.58%
Apple, Inc.2.42%6.67%-4.24%
Amazon.com, Inc.0.00%3.64%-3.64%
Alphabet, Inc.2.56%5.40%-2.84%
Philip Morris International, Inc.2.99%0.46%+2.53%
Starbucks Corp.2.50%0.18%+2.32%
Broadcom, Inc.4.70%2.63%+2.07%
Tesla, Inc.0.00%1.87%-1.87%
Mondelez International, Inc.1.99%0.13%+1.86%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD1.75%0.00%+1.75%

Source and verification

SEC N-PORT filing · filed 2026-06-26 · period 2026-04-30

SEC expense filing · period 2025-12-31

Immutable verification record · Active-share method