AGTHX vs. BLPFX
AGTHX (American Funds The Growth Fund of America Class A) and BLPFX (American Funds Moderate Growth and Income Portfolio Class F-1) are both mutual funds - AGTHX is a Large Cap Growth Equities fund actively managed by Capital Group, while BLPFX is a Diversified Portfolio fund tracking the S&P 500 Index. AGTHX is actively managed, while BLPFX is passively managed. Over the past 10 years, AGTHX returned 15.03%/yr vs 8.95%/yr for BLPFX. Their correlation of 0.90 means they have usually moved in the same direction. AGTHX charges 0.59%/yr vs 0.70%/yr for BLPFX.
Performance
AGTHX vs. BLPFX - Performance Comparison
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Returns By Period
In the year-to-date period, AGTHX achieves a 4.39% return, which is significantly lower than BLPFX's 7.20% return. Over the past 10 years, AGTHX has outperformed BLPFX with an annualized return of 15.03%, while BLPFX has yielded a comparatively lower 8.95% annualized return.
AGTHX
- 1D
- 1.92%
- 1M
- -3.25%
- 6M
- 3.77%
- YTD
- 4.39%
- 1Y
- 12.89%
- 3Y*
- 19.66%
- 5Y*
- 10.11%
- 10Y*
- 15.03%
- ALL TIME*
- 12.99%
BLPFX
- 1D
- 0.28%
- 1M
- -0.33%
- 6M
- 4.58%
- YTD
- 7.20%
- 1Y
- 15.42%
- 3Y*
- 13.38%
- 5Y*
- 7.37%
- 10Y*
- 8.95%
- ALL TIME*
- 9.21%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
AGTHX vs. BLPFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 4.39% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
BLPFX American Funds Moderate Growth and Income Portfolio Class F-1 | 7.20% | 16.99% | 11.25% | 13.80% | -13.59% | 13.75% | 13.17% | 19.49% | -4.63% | 16.67% |
Correlation
The correlation between AGTHX and BLPFX is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.91 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since May 18, 2012 | 0.90 |
The correlation between AGTHX and BLPFX has been stable across timeframes, ranging from 0.90 to 0.91 - a consistent structural relationship.
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Return for Risk
AGTHX vs. BLPFX — Risk / Return Rank
AGTHX
BLPFX
AGTHX vs. BLPFX - 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 Moderate Growth and Income Portfolio Class F-1 (BLPFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AGTHX | BLPFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.99 | ||
| Sortino ratioReturn per unit of downside risk | -1.34 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.30 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.80 | 2.10 | -1.30 |
| Martin ratioReturn relative to average drawdown | 2.89 | 8.94 | -6.05 |
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Drawdowns
AGTHX vs. BLPFX - Drawdown Comparison
The maximum AGTHX drawdown since its inception was -51.91%, which is greater than BLPFX's maximum drawdown of -23.21%. Use the drawdown chart below to compare losses from any high point for AGTHX and BLPFX.
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Drawdown Indicators
| AGTHX | BLPFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.91% | -23.21% | -28.70% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -7.08% | -6.68% |
Max Drawdown (3Y)Largest decline over 3 years | -21.57% | -10.36% | -11.21% |
Max Drawdown (5Y)Largest decline over 5 years | -36.38% | -20.72% | -15.66% |
Max Drawdown (10Y)Largest decline over 10 years | -36.38% | -23.21% | -13.17% |
Current DrawdownCurrent decline from peak | -5.49% | -0.84% | -4.65% |
Average DrawdownAverage peak-to-trough decline | -9.17% | -2.90% | -6.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.80% | 1.66% | +2.14% |
Volatility
AGTHX vs. BLPFX - Volatility Comparison
American Funds The Growth Fund of America Class A (AGTHX) has a higher volatility of 4.82% compared to American Funds Moderate Growth and Income Portfolio Class F-1 (BLPFX) at 2.29%. This indicates that AGTHX's price experiences larger fluctuations and is considered to be riskier than BLPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGTHX | BLPFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 2.29% | +2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 13.65% | 7.41% | +6.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.90% | 9.08% | +7.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.52% | 10.48% | +10.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.76% | 10.81% | +8.95% |
AGTHX vs. BLPFX - Expense Ratio Comparison
AGTHX has a 0.59% expense ratio, which is lower than BLPFX's 0.70% expense ratio.
Dividends
AGTHX vs. BLPFX - Dividend Comparison
AGTHX's dividend yield for the trailing twelve months is around 10.24%, more than BLPFX's 5.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 10.24% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
BLPFX American Funds Moderate Growth and Income Portfolio Class F-1 | 5.73% | 6.05% | 3.55% | 2.24% | 5.95% | 4.92% | 2.52% | 3.79% | 4.64% | 3.44% | 3.61% | 3.64% |
Frequently Asked Questions
With a correlation of 0.91, AGTHX and BLPFX 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.
AGTHX has higher volatility (4.82%) compared to BLPFX (2.29%). In terms of maximum drawdown, AGTHX dropped -51.91% vs BLPFX's -23.21%.
BLPFX currently has the higher Sharpe Ratio (1.63 vs 0.65), 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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