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AGTHX vs. FOCPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


AGTHXFOCPX
YTD Return12.75%13.40%
1Y Return44.43%46.35%
3Y Return (Ann)7.90%10.17%
5Y Return (Ann)14.71%19.09%
10Y Return (Ann)13.33%17.33%
Sharpe Ratio2.462.93
Daily Std Dev17.91%15.59%
Max Drawdown-65.31%-69.01%
Current Drawdown-0.20%-0.38%

Correlation

0.86
-1.001.00

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.


5,000.00%6,000.00%7,000.00%8,000.00%9,000.00%OctoberNovemberDecember2024FebruaryMarch
6,165.73%
9,004.48%
AGTHX
FOCPX

Compare stocks, funds, or ETFs


American Funds The Growth Fund of America Class A

Fidelity OTC Portfolio

AGTHX vs. FOCPX - Expense Ratio Comparison

AGTHX has a 0.61% expense ratio, which is lower than FOCPX's 0.80% expense ratio.

FOCPX
Fidelity OTC Portfolio
0.50%1.00%1.50%2.00%0.80%

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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AGTHX
American Funds The Growth Fund of America Class A
2.46
FOCPX
Fidelity OTC Portfolio
2.93

AGTHX vs. FOCPX - Sharpe Ratio Comparison

The current AGTHX Sharpe Ratio is 2.46, which roughly equals the FOCPX Sharpe Ratio of 2.93. The chart below compares the 12-month rolling Sharpe Ratio of AGTHX and FOCPX.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
2.46
2.93
AGTHX
FOCPX

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.


TTM20232022202120202019201820172016201520142013
AGTHX
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%
FOCPX
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


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-0.20%
-0.38%
AGTHX
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.


2.00%4.00%6.00%8.00%10.00%12.00%OctoberNovemberDecember2024FebruaryMarch
3.78%
4.69%
AGTHX
FOCPX