AASCX vs. AAAGX
Compare and contrast key facts about Thrivent Mid Cap Stock Fund (AASCX) and Thrivent Large Cap Growth Fund (AAAGX).
AASCX is managed by Thrivent. It was launched on Jun 30, 1993. AAAGX is managed by Thrivent. It was launched on Oct 29, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AASCX or AAAGX.
Correlation
The correlation between AASCX and AAAGX is 0.86, 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.
Performance
AASCX vs. AAAGX - Performance Comparison
Key characteristics
AASCX:
0.56
AAAGX:
1.40
AASCX:
0.86
AAAGX:
1.81
AASCX:
1.11
AAAGX:
1.28
AASCX:
0.37
AAAGX:
1.00
AASCX:
2.10
AAAGX:
8.02
AASCX:
4.22%
AAAGX:
3.10%
AASCX:
15.91%
AAAGX:
17.77%
AASCX:
-64.94%
AAAGX:
-72.83%
AASCX:
-16.56%
AAAGX:
-9.11%
Returns By Period
In the year-to-date period, AASCX achieves a 6.75% return, which is significantly lower than AAAGX's 22.91% return. Over the past 10 years, AASCX has underperformed AAAGX with an annualized return of 3.81%, while AAAGX has yielded a comparatively higher 8.39% annualized return.
AASCX
6.75%
-6.49%
2.46%
7.28%
4.97%
3.81%
AAAGX
22.91%
-4.48%
3.26%
23.32%
9.70%
8.39%
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AASCX vs. AAAGX - Expense Ratio Comparison
AASCX has a 0.98% expense ratio, which is lower than AAAGX's 1.03% expense ratio.
Risk-Adjusted Performance
AASCX vs. AAAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Mid Cap Stock Fund (AASCX) and Thrivent Large Cap Growth Fund (AAAGX). 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.
Dividends
AASCX vs. AAAGX - Dividend Comparison
AASCX's dividend yield for the trailing twelve months is around 0.30%, while AAAGX has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Thrivent Mid Cap Stock Fund | 0.30% | 0.32% | 0.22% | 0.00% | 0.09% | 0.17% | 0.20% | 0.00% | 0.10% | 0.16% | 0.22% | 0.00% |
Thrivent Large Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.05% |
Drawdowns
AASCX vs. AAAGX - Drawdown Comparison
The maximum AASCX drawdown since its inception was -64.94%, smaller than the maximum AAAGX drawdown of -72.83%. Use the drawdown chart below to compare losses from any high point for AASCX and AAAGX. For additional features, visit the drawdowns tool.
Volatility
AASCX vs. AAAGX - Volatility Comparison
The current volatility for Thrivent Mid Cap Stock Fund (AASCX) is 6.85%, while Thrivent Large Cap Growth Fund (AAAGX) has a volatility of 8.69%. This indicates that AASCX experiences smaller price fluctuations and is considered to be less risky than AAAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.