AGTHX vs. VUG
Compare and contrast key facts about American Funds The Growth Fund of America Class A (AGTHX) and Vanguard Growth ETF (VUG).
AGTHX is managed by Equity. It was launched on Dec 1, 1973. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGTHX or VUG.
Correlation
The correlation between AGTHX and VUG 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. VUG - Performance Comparison
Key characteristics
AGTHX:
1.12
VUG:
2.11
AGTHX:
1.39
VUG:
2.74
AGTHX:
1.25
VUG:
1.39
AGTHX:
1.46
VUG:
2.81
AGTHX:
7.94
VUG:
11.02
AGTHX:
2.68%
VUG:
3.31%
AGTHX:
19.01%
VUG:
17.27%
AGTHX:
-65.35%
VUG:
-50.68%
AGTHX:
-11.47%
VUG:
-2.41%
Returns By Period
In the year-to-date period, AGTHX achieves a 19.16% return, which is significantly lower than VUG's 34.89% return. Over the past 10 years, AGTHX has underperformed VUG with an annualized return of 12.59%, while VUG has yielded a comparatively higher 15.88% annualized return.
AGTHX
19.16%
-7.19%
2.34%
19.59%
12.63%
12.59%
VUG
34.89%
3.42%
12.16%
35.02%
18.91%
15.88%
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. VUG - Expense Ratio Comparison
AGTHX has a 0.61% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
AGTHX vs. VUG - 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 Growth ETF (VUG). 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.
Dividends
AGTHX vs. VUG - Dividend Comparison
AGTHX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.33%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
Vanguard Growth ETF | 0.33% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
AGTHX vs. VUG - Drawdown Comparison
The maximum AGTHX drawdown since its inception was -65.35%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for AGTHX and VUG. For additional features, visit the drawdowns tool.
Volatility
AGTHX vs. VUG - Volatility Comparison
American Funds The Growth Fund of America Class A (AGTHX) has a higher volatility of 12.78% compared to Vanguard Growth ETF (VUG) at 4.86%. This indicates that AGTHX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.