AFIFX vs. RGAGX
AFIFX (American Funds Fundamental Investors Class F-1) and RGAGX (American Funds The Growth Fund of America Class R-6) are both mutual funds - AFIFX is a Large Cap Blend Equities fund actively managed by American Funds, while RGAGX is a Large Cap Growth Equities fund managed by American Funds. Over the past 10 years, AFIFX returned 14.75%/yr vs 16.30%/yr for RGAGX. With a 0.96 correlation, they move nearly in lockstep. AFIFX charges 0.64%/yr vs 0.30%/yr for RGAGX.
Performance
AFIFX vs. RGAGX - Performance Comparison
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Returns By Period
In the year-to-date period, AFIFX achieves a 14.31% return, which is significantly higher than RGAGX's 9.36% return. Over the past 10 years, AFIFX has underperformed RGAGX with an annualized return of 14.75%, while RGAGX has yielded a comparatively higher 16.30% annualized return.
AFIFX
- 1D
- -0.69%
- 1M
- 4.25%
- YTD
- 14.31%
- 6M
- 15.30%
- 1Y
- 33.23%
- 3Y*
- 25.72%
- 5Y*
- 14.50%
- 10Y*
- 14.75%
RGAGX
- 1D
- -0.80%
- 1M
- 5.24%
- YTD
- 9.36%
- 6M
- 8.89%
- 1Y
- 25.11%
- 3Y*
- 25.20%
- 5Y*
- 12.43%
- 10Y*
- 16.30%
AFIFX vs. RGAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AFIFX American Funds Fundamental Investors Class F-1 | 14.31% | 24.12% | 22.68% | 25.78% | -16.69% | 22.36% | 14.85% | 27.00% | -8.19% | 22.70% |
RGAGX American Funds The Growth Fund of America Class R-6 | 9.36% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Correlation
The correlation between AFIFX and RGAGX is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since May 4, 2009 | 0.96 |
The correlation between AFIFX and RGAGX has been stable across timeframes, ranging from 0.95 to 0.96 - a consistent structural relationship.
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Return for Risk
AFIFX vs. RGAGX — Risk / Return Rank
AFIFX
RGAGX
AFIFX vs. RGAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class F-1 (AFIFX) and American Funds The Growth Fund of America Class R-6 (RGAGX). 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.
| AFIFX | RGAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.76 | ||
| Sortino ratioReturn per unit of downside risk | +0.97 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.30 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 3.16 | 1.87 | +1.28 |
| Martin ratioReturn relative to average drawdown | 14.61 | 7.32 | +7.29 |
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
| AFIFX | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.45 | 1.69 | +0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.62 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.83 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.85 | -0.27 |
Drawdowns
AFIFX vs. RGAGX - Drawdown Comparison
The maximum AFIFX drawdown since its inception was -53.25%, which is greater than RGAGX's maximum drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for AFIFX and RGAGX.
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Drawdown Indicators
| AFIFX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.25% | -36.19% | -17.06% |
Max Drawdown (1Y)Largest decline over 1 year | -10.67% | -13.71% | +3.04% |
Max Drawdown (3Y)Largest decline over 3 years | -17.99% | -21.54% | +3.55% |
Max Drawdown (5Y)Largest decline over 5 years | -25.11% | -36.19% | +11.08% |
Max Drawdown (10Y)Largest decline over 10 years | -33.92% | -36.19% | +2.27% |
Current DrawdownCurrent decline from peak | -0.69% | -1.12% | +0.43% |
Average DrawdownAverage peak-to-trough decline | -7.37% | -5.49% | -1.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 3.50% | -1.20% |
Volatility
AFIFX vs. RGAGX - Volatility Comparison
American Funds Fundamental Investors Class F-1 (AFIFX) and American Funds The Growth Fund of America Class R-6 (RGAGX) have volatilities of 3.81% and 3.86%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AFIFX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 3.86% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 10.79% | 11.66% | -0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.76% | 15.16% | -1.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.79% | 20.24% | -3.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.72% | 19.69% | -1.97% |
AFIFX vs. RGAGX - Expense Ratio Comparison
AFIFX has a 0.64% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Dividends
AFIFX vs. RGAGX - Dividend Comparison
AFIFX's dividend yield for the trailing twelve months is around 7.43%, less than RGAGX's 10.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFIFX American Funds Fundamental Investors Class F-1 | 7.43% | 8.48% | 8.84% | 5.76% | 4.92% | 10.91% | 2.57% | 6.86% | 9.21% | 7.21% | 4.65% | 6.01% |
RGAGX American Funds The Growth Fund of America Class R-6 | 10.05% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Frequently Asked Questions
With a correlation of 0.95, AFIFX and RGAGX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
RGAGX has higher volatility (3.86%) compared to AFIFX (3.81%). In terms of maximum drawdown, AFIFX dropped -53.25% vs RGAGX's -36.19%.
AFIFX currently has the higher Sharpe Ratio (2.45 vs 1.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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