AAGTX vs. AGTHX
Compare and contrast key facts about American Funds 2040 Target Date Retirement Fund (AAGTX) and American Funds The Growth Fund of America Class A (AGTHX).
AAGTX is managed by American Funds. It was launched on Jan 31, 2007. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Performance
AAGTX vs. AGTHX - Performance Comparison
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AAGTX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAGTX American Funds 2040 Target Date Retirement Fund | -1.78% | 19.16% | 14.37% | 18.95% | -17.80% | 16.51% | 18.41% | 23.94% | -5.86% | 21.63% |
AGTHX American Funds The Growth Fund of America Class A | -7.11% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Returns By Period
In the year-to-date period, AAGTX achieves a -1.78% return, which is significantly higher than AGTHX's -7.11% return. Over the past 10 years, AAGTX has underperformed AGTHX with an annualized return of 10.62%, while AGTHX has yielded a comparatively higher 14.44% annualized return.
AAGTX
- 1D
- 0.80%
- 1M
- -3.30%
- YTD
- -1.78%
- 6M
- 0.37%
- 1Y
- 16.98%
- 3Y*
- 14.67%
- 5Y*
- 7.72%
- 10Y*
- 10.62%
AGTHX
- 1D
- 1.04%
- 1M
- -4.03%
- YTD
- -7.11%
- 6M
- -6.60%
- 1Y
- 16.86%
- 3Y*
- 20.68%
- 5Y*
- 9.18%
- 10Y*
- 14.44%
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AAGTX vs. AGTHX - Expense Ratio Comparison
AAGTX has a 0.33% expense ratio, which is lower than AGTHX's 0.61% expense ratio.
Return for Risk
AAGTX vs. AGTHX — Risk / Return Rank
AAGTX
AGTHX
AAGTX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2040 Target Date Retirement Fund (AAGTX) and American Funds The Growth Fund of America Class A (AGTHX). 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.
| AAGTX | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 0.86 | +0.46 |
Sortino ratioReturn per unit of downside risk | 1.95 | 1.37 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.20 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 1.37 | +0.58 |
Martin ratioReturn relative to average drawdown | 8.48 | 5.11 | +3.37 |
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
| AAGTX | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 0.86 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.46 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.74 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.68 | -0.18 |
Correlation
The correlation between AAGTX and AGTHX is 0.96, 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
AAGTX vs. AGTHX - Dividend Comparison
AAGTX's dividend yield for the trailing twelve months is around 6.06%, less than AGTHX's 11.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAGTX American Funds 2040 Target Date Retirement Fund | 6.06% | 5.95% | 3.50% | 2.51% | 6.40% | 4.94% | 3.26% | 4.29% | 4.94% | 2.42% | 3.59% | 5.12% |
AGTHX American Funds The Growth Fund of America Class A | 11.51% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
AAGTX vs. AGTHX - Drawdown Comparison
The maximum AAGTX drawdown since its inception was -50.03%, roughly equal to the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for AAGTX and AGTHX.
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Drawdown Indicators
| AAGTX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.03% | -51.91% | +1.88% |
Max Drawdown (1Y)Largest decline over 1 year | -8.42% | -13.76% | +5.34% |
Max Drawdown (5Y)Largest decline over 5 years | -25.09% | -36.38% | +11.29% |
Max Drawdown (10Y)Largest decline over 10 years | -28.54% | -36.38% | +7.84% |
Current DrawdownCurrent decline from peak | -5.53% | -9.77% | +4.24% |
Average DrawdownAverage peak-to-trough decline | -7.04% | -9.23% | +2.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 3.69% | -1.57% |
Volatility
AAGTX vs. AGTHX - Volatility Comparison
The current volatility for American Funds 2040 Target Date Retirement Fund (AAGTX) is 4.68%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 6.78%. This indicates that AAGTX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAGTX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 6.78% | -2.10% |
Volatility (6M)Calculated over the trailing 6-month period | 8.09% | 12.18% | -4.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.37% | 21.03% | -7.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.24% | 20.22% | -6.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.08% | 19.64% | -5.56% |