AGTHX vs. RGABX
AGTHX (American Funds The Growth Fund of America Class A) and RGABX (American Funds The Growth Fund of America Class R-2) are both Large Cap Growth Equities funds from Capital Group. AGTHX is actively managed, while RGABX is passively managed. Over the past 10 years, AGTHX returned 15.03%/yr vs 14.34%/yr for RGABX. Their 1.00 correlation means they have historically moved very closely together. AGTHX charges 0.59%/yr vs 1.38%/yr for RGABX.
Performance
AGTHX vs. RGABX - 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 RGABX's 5.12% return. Both investments have delivered pretty close results over the past 10 years, with AGTHX having a 15.03% annualized return and RGABX not far behind at 14.34%.
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%
RGABX
- 1D
- 1.18%
- 1M
- -2.18%
- 6M
- 4.56%
- YTD
- 5.12%
- 1Y
- 13.29%
- 3Y*
- 19.33%
- 5Y*
- 9.50%
- 10Y*
- 14.34%
- ALL TIME*
- 10.07%
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. RGABX - 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% |
RGABX American Funds The Growth Fund of America Class R-2 | 5.12% | 18.77% | 27.02% | 36.16% | -31.29% | 18.37% | 36.83% | 27.14% | -3.93% | 25.17% |
Correlation
The correlation between AGTHX and RGABX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 0.99 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (10Y) Provides a long-term view across more market conditions. | 1.00 |
Correlation (All Time) Calculated using the full available price history since May 21, 2002 | 1.00 |
The correlation between AGTHX and RGABX has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.
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Return for Risk
AGTHX vs. RGABX — Risk / Return Rank
AGTHX
RGABX
AGTHX vs. RGABX - 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 American Funds The Growth Fund of America Class R-2 (RGABX). 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 | RGABX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.13 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.80 | 0.82 | -0.03 |
| Martin ratioReturn relative to average drawdown | 2.89 | 2.96 | -0.07 |
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Drawdowns
AGTHX vs. RGABX - Drawdown Comparison
The maximum AGTHX drawdown since its inception was -51.91%, roughly equal to the maximum RGABX drawdown of -52.36%. Use the drawdown chart below to compare losses from any high point for AGTHX and RGABX.
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Drawdown Indicators
| AGTHX | RGABX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.91% | -52.36% | +0.45% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -13.92% | +0.16% |
Max Drawdown (3Y)Largest decline over 3 years | -21.57% | -21.67% | +0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -36.38% | -36.83% | +0.45% |
Max Drawdown (10Y)Largest decline over 10 years | -36.38% | -36.83% | +0.45% |
Current DrawdownCurrent decline from peak | -5.49% | -4.50% | -0.99% |
Average DrawdownAverage peak-to-trough decline | -9.17% | -8.73% | -0.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.80% | 3.87% | -0.07% |
Volatility
AGTHX vs. RGABX - Volatility Comparison
American Funds The Growth Fund of America Class A (AGTHX) and American Funds The Growth Fund of America Class R-2 (RGABX) have volatilities of 4.82% and 5.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGTHX | RGABX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 5.00% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 13.65% | 13.69% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.90% | 16.93% | -0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.52% | 20.56% | -0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.76% | 19.79% | -0.03% |
AGTHX vs. RGABX - Expense Ratio Comparison
AGTHX has a 0.59% expense ratio, which is lower than RGABX's 1.38% expense ratio.
Dividends
AGTHX vs. RGABX - Dividend Comparison
AGTHX's dividend yield for the trailing twelve months is around 10.24%, less than RGABX's 11.30% 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% |
RGABX American Funds The Growth Fund of America Class R-2 | 11.30% | 11.87% | 9.61% | 7.53% | 4.08% | 8.80% | 4.34% | 6.82% | 11.94% | 6.86% | 6.28% | 8.54% |
Frequently Asked Questions
With a correlation of 1.00, AGTHX and RGABX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
RGABX has higher volatility (5.00%) compared to AGTHX (4.82%). In terms of maximum drawdown, AGTHX dropped -51.91% vs RGABX's -52.36%.
RGABX currently has the higher Sharpe Ratio (0.68 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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