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.
Performance
AASCX vs. AAAGX - Performance Comparison
Loading graphics...
AASCX vs. AAAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AASCX Thrivent Mid Cap Stock Fund | 0.29% | 4.43% | 14.60% | 13.65% | -17.85% | 27.70% | 21.68% | 24.51% | -10.73% | 8.73% |
AAAGX Thrivent Large Cap Growth Fund | -10.59% | 16.12% | 39.55% | 46.09% | -34.10% | 22.05% | 42.49% | 31.64% | 1.43% | 24.42% |
Returns By Period
In the year-to-date period, AASCX achieves a 0.29% return, which is significantly higher than AAAGX's -10.59% return. Over the past 10 years, AASCX has underperformed AAAGX with an annualized return of 9.85%, while AAAGX has yielded a comparatively higher 15.09% annualized return.
AASCX
- 1D
- 2.82%
- 1M
- -6.45%
- YTD
- 0.29%
- 6M
- 1.97%
- 1Y
- 8.81%
- 3Y*
- 9.13%
- 5Y*
- 5.21%
- 10Y*
- 9.85%
AAAGX
- 1D
- 3.77%
- 1M
- -5.37%
- YTD
- -10.59%
- 6M
- -9.72%
- 1Y
- 14.71%
- 3Y*
- 22.78%
- 5Y*
- 10.57%
- 10Y*
- 15.09%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AASCX vs. AAAGX - Expense Ratio Comparison
AASCX has a 0.98% expense ratio, which is lower than AAAGX's 1.03% expense ratio.
Return for Risk
AASCX vs. AAAGX — Risk / Return Rank
AASCX
AAAGX
AASCX vs. AAAGX - Risk-Adjusted Trends 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.
| AASCX | AAAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 0.68 | -0.21 |
Sortino ratioReturn per unit of downside risk | 0.79 | 1.14 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.16 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 0.93 | -0.39 |
Martin ratioReturn relative to average drawdown | 2.18 | 3.19 | -1.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AASCX | AAAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 0.68 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.47 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.70 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.31 | +0.05 |
Correlation
The correlation between AASCX and AAAGX is 0.84, 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
AASCX vs. AAAGX - Dividend Comparison
AASCX's dividend yield for the trailing twelve months is around 14.93%, more than AAAGX's 4.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
AASCX Thrivent Mid Cap Stock Fund | 14.93% | 14.98% | 9.22% | 1.54% | 3.15% | 12.54% | 3.54% | 2.92% | 12.94% | 0.09% | 0.10% |
AAAGX Thrivent Large Cap Growth Fund | 4.21% | 3.77% | 14.46% | 3.55% | 9.38% | 6.93% | 7.74% | 5.39% | 12.26% | 0.00% | 0.60% |
Drawdowns
AASCX vs. AAAGX - Drawdown Comparison
The maximum AASCX drawdown since its inception was -56.55%, smaller than the maximum AAAGX drawdown of -64.98%. Use the drawdown chart below to compare losses from any high point for AASCX and AAAGX.
Loading graphics...
Drawdown Indicators
| AASCX | AAAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.55% | -64.98% | +8.43% |
Max Drawdown (1Y)Largest decline over 1 year | -13.29% | -16.76% | +3.47% |
Max Drawdown (5Y)Largest decline over 5 years | -32.80% | -40.41% | +7.61% |
Max Drawdown (10Y)Largest decline over 10 years | -40.67% | -40.41% | -0.26% |
Current DrawdownCurrent decline from peak | -6.45% | -13.61% | +7.16% |
Average DrawdownAverage peak-to-trough decline | -10.74% | -24.01% | +13.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 4.90% | -1.58% |
Volatility
AASCX vs. AAAGX - Volatility Comparison
The current volatility for Thrivent Mid Cap Stock Fund (AASCX) is 6.28%, while Thrivent Large Cap Growth Fund (AAAGX) has a volatility of 7.01%. 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.
Loading graphics...
Volatility by Period
| AASCX | AAAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.28% | 7.01% | -0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 11.09% | 12.73% | -1.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.22% | 23.01% | -3.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.82% | 22.79% | -1.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.83% | 21.65% | -0.82% |