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.
Performance
AGTHX vs. FOCPX - Performance Comparison
Returns By Period
In the year-to-date period, AGTHX achieves a 28.39% return, which is significantly lower than FOCPX's 30.06% return. Over the past 10 years, AGTHX has underperformed FOCPX with an annualized return of 13.49%, while FOCPX has yielded a comparatively higher 17.49% annualized return.
AGTHX
28.39%
2.35%
13.25%
36.72%
15.33%
13.49%
FOCPX
30.06%
1.33%
10.85%
36.08%
19.59%
17.49%
Key characteristics
| AGTHX | FOCPX | |
|---|---|---|
| Sharpe Ratio | 2.40 | 1.94 |
| Sortino Ratio | 3.18 | 2.56 |
| Omega Ratio | 1.43 | 1.35 |
| Calmar Ratio | 2.06 | 2.43 |
| Martin Ratio | 15.46 | 7.76 |
| Ulcer Index | 2.34% | 4.54% |
| Daily Std Dev | 15.07% | 18.15% |
| Max Drawdown | -65.35% | -69.01% |
| Current Drawdown | -1.60% | -1.66% |
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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.
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.
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's dividend yield for the trailing twelve months is around 5.30%, less than FOCPX's 10.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 5.30% | 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 | 10.56% | 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
The current volatility for American Funds The Growth Fund of America Class A (AGTHX) is 4.81%, while Fidelity OTC Portfolio (FOCPX) has a volatility of 5.67%. This indicates that AGTHX experiences smaller price fluctuations and is considered to be less risky than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.