AGTHX vs. FSENX
AGTHX (American Funds The Growth Fund of America Class A) and FSENX (Fidelity Select Energy Portfolio) are both mutual funds - AGTHX is a Large Cap Growth Equities fund actively managed by Capital Group, while FSENX is a Energy Equities fund actively managed by Fidelity. Both are actively managed. Over the past 10 years, AGTHX returned 15.03%/yr vs 10.35%/yr for FSENX. Their 0.51 correlation means they have sometimes moved together and sometimes differently. AGTHX charges 0.59%/yr vs 0.77%/yr for FSENX.
Performance
AGTHX vs. FSENX - 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 FSENX's 38.84% return. Over the past 10 years, AGTHX has outperformed FSENX with an annualized return of 15.03%, while FSENX has yielded a comparatively lower 10.35% 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%
FSENX
- 1D
- 0.94%
- 1M
- 10.59%
- 6M
- 21.09%
- YTD
- 38.84%
- 1Y
- 49.26%
- 3Y*
- 15.92%
- 5Y*
- 25.52%
- 10Y*
- 10.35%
- ALL TIME*
- 8.27%
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. FSENX - 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% |
FSENX Fidelity Select Energy Portfolio | 38.84% | 10.56% | 4.26% | 0.94% | 62.98% | 55.31% | -32.51% | 9.90% | -24.94% | -2.65% |
Correlation
The correlation between AGTHX and FSENX is -0.13, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.13 |
Correlation (3Y) Balances recent behavior with more history. | 0.14 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.28 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.39 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1990 | 0.51 |
The correlation between AGTHX and FSENX shifts across timeframes, from -0.13 (1 year) to 0.51 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AGTHX vs. FSENX — Risk / Return Rank
AGTHX
FSENX
AGTHX vs. FSENX - 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 Fidelity Select Energy Portfolio (FSENX). 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 | FSENX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.65 | ||
| Sortino ratioReturn per unit of downside risk | -1.95 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.37 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.80 | 3.78 | -2.98 |
| Martin ratioReturn relative to average drawdown | 2.89 | 10.32 | -7.43 |
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Drawdowns
AGTHX vs. FSENX - Drawdown Comparison
The maximum AGTHX drawdown since its inception was -51.91%, smaller than the maximum FSENX drawdown of -76.24%. Use the drawdown chart below to compare losses from any high point for AGTHX and FSENX.
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Drawdown Indicators
| AGTHX | FSENX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.91% | -76.24% | +24.33% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -12.22% | -1.54% |
Max Drawdown (3Y)Largest decline over 3 years | -21.57% | -25.85% | +4.28% |
Max Drawdown (5Y)Largest decline over 5 years | -36.38% | -28.02% | -8.36% |
Max Drawdown (10Y)Largest decline over 10 years | -36.38% | -72.11% | +35.73% |
Current DrawdownCurrent decline from peak | -5.49% | -2.41% | -3.08% |
Average DrawdownAverage peak-to-trough decline | -9.17% | -16.98% | +7.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.80% | 4.48% | -0.68% |
Volatility
AGTHX vs. FSENX - Volatility Comparison
The current volatility for American Funds The Growth Fund of America Class A (AGTHX) is 4.82%, while Fidelity Select Energy Portfolio (FSENX) has a volatility of 5.86%. This indicates that AGTHX experiences smaller price fluctuations and is considered to be less risky than FSENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGTHX | FSENX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 5.86% | -1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 13.65% | 15.87% | -2.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.90% | 20.16% | -3.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.52% | 27.01% | -6.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.76% | 30.84% | -11.08% |
AGTHX vs. FSENX - Expense Ratio Comparison
AGTHX has a 0.59% expense ratio, which is lower than FSENX's 0.77% expense ratio.
Dividends
AGTHX vs. FSENX - Dividend Comparison
AGTHX's dividend yield for the trailing twelve months is around 10.24%, more than FSENX's 1.54% 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% |
FSENX Fidelity Select Energy Portfolio | 1.54% | 1.95% | 1.95% | 1.98% | 2.50% | 2.25% | 3.43% | 1.84% | 1.48% | 1.74% | 0.62% | 1.29% |
Frequently Asked Questions
AGTHX and FSENX have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSENX has higher volatility (5.86%) compared to AGTHX (4.82%). In terms of maximum drawdown, AGTHX dropped -51.91% vs FSENX's -76.24%.
FSENX currently has the higher Sharpe Ratio (2.30 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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