ABIYX vs. AGTHX
Compare and contrast key facts about AB International Value Fund (ABIYX) and American Funds The Growth Fund of America Class A (AGTHX).
ABIYX is managed by AllianceBernstein. It was launched on Mar 28, 2001. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ABIYX or AGTHX.
Key characteristics
| ABIYX | AGTHX | |
|---|---|---|
| YTD Return | 5.65% | 9.71% |
| 1Y Return | 9.78% | 37.20% |
| 3Y Return (Ann) | 3.99% | 5.43% |
| 5Y Return (Ann) | 5.48% | 13.20% |
| 10Y Return (Ann) | 2.74% | 13.07% |
| Sharpe Ratio | 0.74 | 2.00 |
| Daily Std Dev | 12.30% | 18.17% |
| Max Drawdown | -69.72% | -65.31% |
| Current Drawdown | -10.27% | -2.89% |
Correlation
The correlation between ABIYX and AGTHX is 0.76, 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
ABIYX vs. AGTHX - Performance Comparison
In the year-to-date period, ABIYX achieves a 5.65% return, which is significantly lower than AGTHX's 9.71% return. Over the past 10 years, ABIYX has underperformed AGTHX with an annualized return of 2.74%, while AGTHX has yielded a comparatively higher 13.07% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ABIYX vs. AGTHX - Expense Ratio Comparison
ABIYX has a 1.00% expense ratio, which is higher than AGTHX's 0.61% expense ratio.
Risk-Adjusted Performance
ABIYX vs. AGTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB International Value Fund (ABIYX) 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.
Dividends
ABIYX vs. AGTHX - Dividend Comparison
ABIYX's dividend yield for the trailing twelve months is around 1.31%, less than AGTHX's 6.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ABIYX AB International Value Fund | 1.31% | 1.38% | 1.39% | 2.78% | 0.92% | 1.31% | 0.52% | 2.02% | 0.34% | 1.69% | 3.60% | 4.95% |
AGTHX American Funds The Growth Fund of America Class A | 6.21% | 6.81% | 0.75% | 8.18% | 4.55% | 7.89% | 12.71% | 7.54% | 6.61% | 8.87% | 9.90% | 6.71% |
Drawdowns
ABIYX vs. AGTHX - Drawdown Comparison
The maximum ABIYX drawdown since its inception was -69.72%, which is greater than AGTHX's maximum drawdown of -65.31%. Use the drawdown chart below to compare losses from any high point for ABIYX and AGTHX. For additional features, visit the drawdowns tool.
Volatility
ABIYX vs. AGTHX - Volatility Comparison
The current volatility for AB International Value Fund (ABIYX) is 3.96%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 5.06%. This indicates that ABIYX 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.