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.
Key characteristics
AGTHX | FOCPX | |
---|---|---|
YTD Return | 12.75% | 13.40% |
1Y Return | 44.43% | 46.35% |
3Y Return (Ann) | 7.90% | 10.17% |
5Y Return (Ann) | 14.71% | 19.09% |
10Y Return (Ann) | 13.33% | 17.33% |
Sharpe Ratio | 2.46 | 2.93 |
Daily Std Dev | 17.91% | 15.59% |
Max Drawdown | -65.31% | -69.01% |
Current Drawdown | -0.20% | -0.38% |
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
In the year-to-date period, AGTHX achieves a 12.75% return, which is significantly lower than FOCPX's 13.40% return. Over the past 10 years, AGTHX has underperformed FOCPX with an annualized return of 13.33%, while FOCPX has yielded a comparatively higher 17.33% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AGTHX vs. FOCPX - Expense Ratio Comparison
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.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
American Funds The Growth Fund of America Class A | 2.46 | ||||
Fidelity OTC Portfolio | 2.93 |
Dividends
AGTHX vs. FOCPX - Dividend Comparison
AGTHX's dividend yield for the trailing twelve months is around 6.04%, more than FOCPX's 0.05% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
American Funds The Growth Fund of America Class A | 6.04% | 6.81% | 0.75% | 8.18% | 4.55% | 7.89% | 12.71% | 7.54% | 6.61% | 8.87% | 9.90% | 6.71% |
Fidelity OTC Portfolio | 0.05% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 4.64% | 12.91% | 13.60% |
Drawdowns
AGTHX vs. FOCPX - Drawdown Comparison
The maximum AGTHX drawdown since its inception was -65.31%, smaller than the maximum FOCPX drawdown of -69.01%. The drawdown chart below compares losses from any high point along the way for AGTHX and FOCPX
Volatility
AGTHX vs. FOCPX - Volatility Comparison
The current volatility for American Funds The Growth Fund of America Class A (AGTHX) is 3.78%, while Fidelity OTC Portfolio (FOCPX) has a volatility of 4.69%. 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.