AGTHX vs. ANCFX
Compare and contrast key facts about American Funds The Growth Fund of America Class A (AGTHX) and American Funds Fundamental Investors Class A (ANCFX).
AGTHX is managed by Equity. It was launched on Dec 1, 1973. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
AGTHX vs. ANCFX - Performance Comparison
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AGTHX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ANCFX American Funds Fundamental Investors Class A | -3.35% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 22.80% |
Returns By Period
In the year-to-date period, AGTHX achieves a -8.07% return, which is significantly lower than ANCFX's -3.35% return. Over the past 10 years, AGTHX has outperformed ANCFX with an annualized return of 14.32%, while ANCFX has yielded a comparatively lower 13.25% annualized return.
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%
ANCFX
- 1D
- 2.96%
- 1M
- -7.05%
- YTD
- -3.35%
- 6M
- 0.12%
- 1Y
- 23.25%
- 3Y*
- 20.52%
- 5Y*
- 11.90%
- 10Y*
- 13.25%
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AGTHX vs. ANCFX - Expense Ratio Comparison
AGTHX has a 0.61% expense ratio, which is higher than ANCFX's 0.59% expense ratio.
Return for Risk
AGTHX vs. ANCFX — Risk / Return Rank
AGTHX
ANCFX
AGTHX vs. ANCFX - 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 Fundamental Investors Class A (ANCFX). 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 | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.33 | -0.49 |
Sortino ratioReturn per unit of downside risk | 1.34 | 2.00 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.28 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 2.13 | -0.87 |
Martin ratioReturn relative to average drawdown | 4.78 | 9.34 | -4.56 |
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 | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.33 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.72 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.75 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.62 | +0.07 |
Correlation
The correlation between AGTHX and ANCFX is 0.94, 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. ANCFX - Dividend Comparison
AGTHX's dividend yield for the trailing twelve months is around 11.63%, more than ANCFX's 8.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ANCFX American Funds Fundamental Investors Class A | 8.85% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
AGTHX vs. ANCFX - Drawdown Comparison
The maximum AGTHX drawdown since its inception was -51.91%, roughly equal to the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for AGTHX and ANCFX.
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Drawdown Indicators
| AGTHX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.91% | -53.29% | +1.38% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -11.35% | -2.41% |
Max Drawdown (5Y)Largest decline over 5 years | -36.38% | -25.07% | -11.31% |
Max Drawdown (10Y)Largest decline over 10 years | -36.38% | -33.93% | -2.45% |
Current DrawdownCurrent decline from peak | -10.70% | -8.02% | -2.68% |
Average DrawdownAverage peak-to-trough decline | -9.23% | -7.34% | -1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.63% | 2.59% | +1.04% |
Volatility
AGTHX vs. ANCFX - Volatility Comparison
American Funds The Growth Fund of America Class A (AGTHX) has a higher volatility of 6.76% compared to American Funds Fundamental Investors Class A (ANCFX) at 6.04%. This indicates that AGTHX's price experiences larger fluctuations and is considered to be riskier than ANCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGTHX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.76% | 6.04% | +0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 12.13% | 11.03% | +1.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.01% | 18.13% | +2.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.23% | 16.72% | +3.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.64% | 17.67% | +1.97% |