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

Correlation

The correlation between AGTHX and VOO is 0.94, 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.


-0.50.00.51.00.9

Performance

AGTHX vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds The Growth Fund of America Class A (AGTHX) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

500.00%550.00%600.00%JulyAugustSeptemberOctoberNovemberDecember
540.91%
602.93%
AGTHX
VOO

Key characteristics

Sharpe Ratio

AGTHX:

1.12

VOO:

2.25

Sortino Ratio

AGTHX:

1.39

VOO:

2.98

Omega Ratio

AGTHX:

1.25

VOO:

1.42

Calmar Ratio

AGTHX:

1.46

VOO:

3.31

Martin Ratio

AGTHX:

7.94

VOO:

14.77

Ulcer Index

AGTHX:

2.68%

VOO:

1.90%

Daily Std Dev

AGTHX:

19.01%

VOO:

12.46%

Max Drawdown

AGTHX:

-65.35%

VOO:

-33.99%

Current Drawdown

AGTHX:

-11.47%

VOO:

-2.47%

Returns By Period

In the year-to-date period, AGTHX achieves a 19.16% return, which is significantly lower than VOO's 26.02% return. Both investments have delivered pretty close results over the past 10 years, with AGTHX having a 12.59% annualized return and VOO not far ahead at 13.08%.


AGTHX

YTD

19.16%

1M

-7.19%

6M

2.34%

1Y

19.59%

5Y*

12.63%

10Y*

12.59%

VOO

YTD

26.02%

1M

-0.11%

6M

9.35%

1Y

26.45%

5Y*

14.79%

10Y*

13.08%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


AGTHX vs. VOO - Expense Ratio Comparison

AGTHX has a 0.61% expense ratio, which is higher than VOO's 0.03% expense ratio.


AGTHX
American Funds The Growth Fund of America Class A
Expense ratio chart for AGTHX: current value at 0.61% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.61%
Expense ratio chart for VOO: current value at 0.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.03%

Risk-Adjusted Performance

AGTHX vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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
The chart of Sharpe ratio for AGTHX, currently valued at 1.12, compared to the broader market-1.000.001.002.003.004.001.122.25
The chart of Sortino ratio for AGTHX, currently valued at 1.39, compared to the broader market-2.000.002.004.006.008.0010.001.392.98
The chart of Omega ratio for AGTHX, currently valued at 1.25, compared to the broader market0.501.001.502.002.503.003.501.251.42
The chart of Calmar ratio for AGTHX, currently valued at 1.46, compared to the broader market0.002.004.006.008.0010.0012.0014.001.463.31
The chart of Martin ratio for AGTHX, currently valued at 7.94, compared to the broader market0.0020.0040.0060.007.9414.77
AGTHX
VOO

The current AGTHX Sharpe Ratio is 1.12, which is lower than the VOO Sharpe Ratio of 2.25. The chart below compares the historical Sharpe Ratios of AGTHX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.12
2.25
AGTHX
VOO

Dividends

AGTHX vs. VOO - Dividend Comparison

AGTHX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.


TTM20232022202120202019201820172016201520142013
AGTHX
American Funds The Growth Fund of America Class A
0.00%6.81%0.75%8.18%4.55%7.89%12.71%7.54%6.61%8.87%9.90%6.71%
VOO
Vanguard S&P 500 ETF
0.91%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%1.84%

Drawdowns

AGTHX vs. VOO - Drawdown Comparison

The maximum AGTHX drawdown since its inception was -65.35%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AGTHX and VOO. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-11.47%
-2.47%
AGTHX
VOO

Volatility

AGTHX vs. VOO - Volatility Comparison

American Funds The Growth Fund of America Class A (AGTHX) has a higher volatility of 12.78% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that AGTHX's price experiences larger fluctuations and is considered to be riskier than VOO 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%JulyAugustSeptemberOctoberNovemberDecember
12.78%
3.75%
AGTHX
VOO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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