AGTHX vs. ABALX
Compare and contrast key facts about American Funds The Growth Fund of America Class A (AGTHX) and American Funds American Balanced Fund Class A (ABALX).
AGTHX is managed by Equity. It was launched on Dec 1, 1973. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
AGTHX vs. ABALX - Performance Comparison
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AGTHX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | -7.11% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
ABALX American Funds American Balanced Fund Class A | -0.67% | 18.45% | 14.63% | 13.65% | -12.13% | 15.75% | 10.85% | 18.60% | -3.35% | 14.69% |
Returns By Period
In the year-to-date period, AGTHX achieves a -7.11% return, which is significantly lower than ABALX's -0.67% return. Over the past 10 years, AGTHX has outperformed ABALX with an annualized return of 14.44%, while ABALX has yielded a comparatively lower 9.22% annualized return.
AGTHX
- 1D
- 1.04%
- 1M
- -4.03%
- YTD
- -7.11%
- 6M
- -6.60%
- 1Y
- 16.86%
- 3Y*
- 20.68%
- 5Y*
- 9.18%
- 10Y*
- 14.44%
ABALX
- 1D
- 0.46%
- 1M
- -3.10%
- YTD
- -0.67%
- 6M
- 2.28%
- 1Y
- 17.18%
- 3Y*
- 14.25%
- 5Y*
- 8.29%
- 10Y*
- 9.22%
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AGTHX vs. ABALX - Expense Ratio Comparison
AGTHX has a 0.61% expense ratio, which is higher than ABALX's 0.56% expense ratio.
Return for Risk
AGTHX vs. ABALX — Risk / Return Rank
AGTHX
ABALX
AGTHX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Class A (AGTHX) and American Funds American Balanced Fund Class A (ABALX). 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.
| AGTHX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.57 | -0.70 |
Sortino ratioReturn per unit of downside risk | 1.37 | 2.29 | -0.92 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.32 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 2.45 | -1.08 |
Martin ratioReturn relative to average drawdown | 5.11 | 10.04 | -4.93 |
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
| AGTHX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.57 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.80 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.87 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.79 | -0.11 |
Correlation
The correlation between AGTHX and ABALX 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.
Dividends
AGTHX vs. ABALX - Dividend Comparison
AGTHX's dividend yield for the trailing twelve months is around 11.51%, more than ABALX's 8.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 11.51% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
ABALX American Funds American Balanced Fund Class A | 8.35% | 8.27% | 6.87% | 2.05% | 2.30% | 4.30% | 4.35% | 3.49% | 5.49% | 4.72% | 4.24% | 5.60% |
Drawdowns
AGTHX vs. ABALX - Drawdown Comparison
The maximum AGTHX drawdown since its inception was -51.91%, which is greater than ABALX's maximum drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for AGTHX and ABALX.
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Drawdown Indicators
| AGTHX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.91% | -40.20% | -11.71% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -7.03% | -6.73% |
Max Drawdown (5Y)Largest decline over 5 years | -36.38% | -18.76% | -17.62% |
Max Drawdown (10Y)Largest decline over 10 years | -36.38% | -22.34% | -14.04% |
Current DrawdownCurrent decline from peak | -9.77% | -4.93% | -4.84% |
Average DrawdownAverage peak-to-trough decline | -9.23% | -3.86% | -5.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 1.79% | +1.90% |
Volatility
AGTHX vs. ABALX - Volatility Comparison
American Funds The Growth Fund of America Class A (AGTHX) has a higher volatility of 6.78% compared to American Funds American Balanced Fund Class A (ABALX) at 3.75%. This indicates that AGTHX's price experiences larger fluctuations and is considered to be riskier than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGTHX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 3.75% | +3.03% |
Volatility (6M)Calculated over the trailing 6-month period | 12.18% | 6.97% | +5.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.03% | 11.22% | +9.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.22% | 10.44% | +9.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.64% | 10.63% | +9.01% |