AGTHX vs. FOCPX
Compare and contrast key facts about American Funds The Growth Fund of America Class A (AGTHX) and Fidelity OTC Portfolio (FOCPX).
AGTHX is managed by Equity. It was launched on Dec 1, 1973. FOCPX is managed by Fidelity. It was launched on Dec 31, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGTHX or FOCPX.
Correlation
The correlation between AGTHX and FOCPX 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.
Performance
AGTHX vs. FOCPX - Performance Comparison
Key characteristics
AGTHX:
1.12
FOCPX:
2.07
AGTHX:
1.39
FOCPX:
2.67
AGTHX:
1.25
FOCPX:
1.37
AGTHX:
1.46
FOCPX:
2.64
AGTHX:
7.94
FOCPX:
8.42
AGTHX:
2.68%
FOCPX:
4.56%
AGTHX:
19.01%
FOCPX:
18.60%
AGTHX:
-65.35%
FOCPX:
-69.01%
AGTHX:
-11.47%
FOCPX:
-2.51%
Returns By Period
In the year-to-date period, AGTHX achieves a 19.16% return, which is significantly lower than FOCPX's 36.37% return. Over the past 10 years, AGTHX has underperformed FOCPX with an annualized return of 12.59%, while FOCPX has yielded a comparatively higher 17.84% annualized return.
AGTHX
19.16%
-7.19%
2.34%
19.59%
12.63%
12.59%
FOCPX
36.37%
4.86%
9.64%
36.75%
19.50%
17.84%
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AGTHX vs. FOCPX - Expense Ratio Comparison
AGTHX has a 0.61% expense ratio, which is lower than FOCPX's 0.80% expense ratio.
Risk-Adjusted Performance
AGTHX vs. FOCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Class A (AGTHX) and Fidelity OTC Portfolio (FOCPX). 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.
Dividends
AGTHX vs. FOCPX - Dividend Comparison
AGTHX has not paid dividends to shareholders, while FOCPX's dividend yield for the trailing twelve months is around 13.44%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 0.00% | 6.81% | 0.75% | 8.18% | 4.55% | 7.89% | 12.71% | 7.54% | 6.61% | 8.87% | 9.90% | 6.71% |
FOCPX Fidelity OTC Portfolio | 13.44% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% | 12.91% | 13.54% |
Drawdowns
AGTHX vs. FOCPX - Drawdown Comparison
The maximum AGTHX drawdown since its inception was -65.35%, smaller than the maximum FOCPX drawdown of -69.01%. Use the drawdown chart below to compare losses from any high point for AGTHX and FOCPX. For additional features, visit the drawdowns tool.
Volatility
AGTHX vs. FOCPX - Volatility Comparison
American Funds The Growth Fund of America Class A (AGTHX) has a higher volatility of 12.78% compared to Fidelity OTC Portfolio (FOCPX) at 5.20%. This indicates that AGTHX's price experiences larger fluctuations and is considered to be riskier than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.