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

Key characteristics


AGTHXVTSAX
YTD Return9.01%5.41%
1Y Return34.15%22.87%
3Y Return (Ann)4.41%6.29%
5Y Return (Ann)13.46%12.76%
10Y Return (Ann)13.02%11.89%
Sharpe Ratio1.901.92
Daily Std Dev18.03%12.18%
Max Drawdown-65.31%-55.34%
Current Drawdown-3.50%-4.19%

Correlation

-0.50.00.51.01.0

The correlation between AGTHX and VTSAX is 0.95, 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. VTSAX - Performance Comparison

In the year-to-date period, AGTHX achieves a 9.01% return, which is significantly higher than VTSAX's 5.41% return. Over the past 10 years, AGTHX has outperformed VTSAX with an annualized return of 13.02%, while VTSAX has yielded a comparatively lower 11.89% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%NovemberDecember2024FebruaryMarchApril
22.48%
16.14%
AGTHX
VTSAX

Compare stocks, funds, or ETFs

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


American Funds The Growth Fund of America Class A

Vanguard Total Stock Market Index Fund Admiral Shares

AGTHX vs. VTSAX - Expense Ratio Comparison

AGTHX has a 0.61% expense ratio, which is higher than VTSAX's 0.04% expense ratio.

AGTHX
American Funds The Growth Fund of America Class A
0.50%1.00%1.50%2.00%0.61%

Risk-Adjusted Performance

AGTHX vs. VTSAX - 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 Total Stock Market Index Fund Admiral Shares (VTSAX). 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.


AGTHX
Sharpe ratio
The chart of Sharpe ratio for AGTHX, currently valued at 1.90, compared to the broader market-1.000.001.002.003.004.001.90
Sortino ratio
The chart of Sortino ratio for AGTHX, currently valued at 2.75, compared to the broader market-2.000.002.004.006.008.0010.0012.002.75
Omega ratio
The chart of Omega ratio for AGTHX, currently valued at 1.39, compared to the broader market1.001.502.002.503.001.39
Calmar ratio
The chart of Calmar ratio for AGTHX, currently valued at 1.24, compared to the broader market0.002.004.006.008.0010.0012.001.24
Martin ratio
The chart of Martin ratio for AGTHX, currently valued at 9.62, compared to the broader market0.0010.0020.0030.0040.0050.0060.009.62
VTSAX
Sharpe ratio
The chart of Sharpe ratio for VTSAX, currently valued at 1.92, compared to the broader market-1.000.001.002.003.004.001.92
Sortino ratio
The chart of Sortino ratio for VTSAX, currently valued at 2.77, compared to the broader market-2.000.002.004.006.008.0010.0012.002.77
Omega ratio
The chart of Omega ratio for VTSAX, currently valued at 1.33, compared to the broader market1.001.502.002.503.001.33
Calmar ratio
The chart of Calmar ratio for VTSAX, currently valued at 1.49, compared to the broader market0.002.004.006.008.0010.0012.001.49
Martin ratio
The chart of Martin ratio for VTSAX, currently valued at 7.60, compared to the broader market0.0010.0020.0030.0040.0050.0060.007.60

AGTHX vs. VTSAX - Sharpe Ratio Comparison

The current AGTHX Sharpe Ratio is 1.90, which roughly equals the VTSAX Sharpe Ratio of 1.92. The chart below compares the 12-month rolling Sharpe Ratio of AGTHX and VTSAX.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.90
1.92
AGTHX
VTSAX

Dividends

AGTHX vs. VTSAX - Dividend Comparison

AGTHX's dividend yield for the trailing twelve months is around 6.25%, more than VTSAX's 1.41% yield.


TTM20232022202120202019201820172016201520142013
AGTHX
American Funds The Growth Fund of America Class A
6.25%6.81%0.75%8.18%4.55%7.89%12.71%7.54%6.61%8.87%9.90%6.71%
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares
1.41%1.43%1.65%1.20%1.41%1.76%2.03%1.71%1.92%1.98%1.76%1.74%

Drawdowns

AGTHX vs. VTSAX - Drawdown Comparison

The maximum AGTHX drawdown since its inception was -65.31%, which is greater than VTSAX's maximum drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for AGTHX and VTSAX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-3.50%
-4.19%
AGTHX
VTSAX

Volatility

AGTHX vs. VTSAX - Volatility Comparison

American Funds The Growth Fund of America Class A (AGTHX) has a higher volatility of 3.99% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 3.69%. This indicates that AGTHX's price experiences larger fluctuations and is considered to be riskier than VTSAX 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%NovemberDecember2024FebruaryMarchApril
3.99%
3.69%
AGTHX
VTSAX