AGRFX vs. AGTHX
Compare and contrast key facts about AB Growth Fund (AGRFX) and American Funds The Growth Fund of America Class A (AGTHX).
AGRFX is managed by AllianceBernstein. It was launched on Sep 4, 1990. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Performance
AGRFX vs. AGTHX - Performance Comparison
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AGRFX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGRFX AB Growth Fund | -9.55% | 10.84% | 31.50% | 37.95% | -29.65% | 21.40% | 35.97% | 31.11% | 3.75% | 33.88% |
AGTHX American Funds The Growth Fund of America Class A | -8.07% | 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, AGRFX achieves a -9.55% return, which is significantly lower than AGTHX's -8.07% return. Both investments have delivered pretty close results over the past 10 years, with AGRFX having a 14.62% annualized return and AGTHX not far behind at 14.32%.
AGRFX
- 1D
- 3.81%
- 1M
- -6.32%
- YTD
- -9.55%
- 6M
- -10.47%
- 1Y
- 9.41%
- 3Y*
- 17.37%
- 5Y*
- 8.93%
- 10Y*
- 14.62%
AGTHX
- 1D
- 3.56%
- 1M
- -6.34%
- YTD
- -8.07%
- 6M
- -7.16%
- 1Y
- 16.84%
- 3Y*
- 20.26%
- 5Y*
- 8.96%
- 10Y*
- 14.32%
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AGRFX vs. AGTHX - Expense Ratio Comparison
AGRFX has a 1.12% expense ratio, which is higher than AGTHX's 0.61% expense ratio.
Return for Risk
AGRFX vs. AGTHX — Risk / Return Rank
AGRFX
AGTHX
AGRFX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Growth Fund (AGRFX) 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.
| AGRFX | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 0.84 | -0.36 |
Sortino ratioReturn per unit of downside risk | 0.85 | 1.34 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.19 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.64 | 1.26 | -0.63 |
Martin ratioReturn relative to average drawdown | 2.33 | 4.78 | -2.45 |
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
| AGRFX | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 0.84 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.45 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.73 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.68 | -0.12 |
Correlation
The correlation between AGRFX and AGTHX is 0.92, 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
AGRFX vs. AGTHX - Dividend Comparison
AGRFX's dividend yield for the trailing twelve months is around 18.10%, more than AGTHX's 11.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGRFX AB Growth Fund | 18.10% | 16.37% | 21.03% | 7.20% | 1.69% | 9.79% | 5.79% | 7.80% | 16.01% | 9.33% | 1.03% | 9.76% |
AGTHX American Funds The Growth Fund of America Class A | 11.63% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
AGRFX vs. AGTHX - Drawdown Comparison
The maximum AGRFX drawdown since its inception was -61.88%, which is greater than AGTHX's maximum drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for AGRFX and AGTHX.
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Drawdown Indicators
| AGRFX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.88% | -51.91% | -9.97% |
Max Drawdown (1Y)Largest decline over 1 year | -15.92% | -13.76% | -2.16% |
Max Drawdown (5Y)Largest decline over 5 years | -35.21% | -36.38% | +1.17% |
Max Drawdown (10Y)Largest decline over 10 years | -35.21% | -36.38% | +1.17% |
Current DrawdownCurrent decline from peak | -12.72% | -10.70% | -2.02% |
Average DrawdownAverage peak-to-trough decline | -15.82% | -9.23% | -6.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.35% | 3.63% | +0.72% |
Volatility
AGRFX vs. AGTHX - Volatility Comparison
AB Growth Fund (AGRFX) has a higher volatility of 7.15% compared to American Funds The Growth Fund of America Class A (AGTHX) at 6.76%. This indicates that AGRFX's price experiences larger fluctuations and is considered to be riskier 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
| AGRFX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.15% | 6.76% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 12.46% | 12.13% | +0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.85% | 21.01% | -0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.85% | 20.23% | +0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.42% | 19.64% | +0.78% |