PortfoliosLab logoPortfoliosLab logo
AMPCX vs. RGAGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AMPCX vs. RGAGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds AMCAP Fund Class C (AMPCX) and American Funds The Growth Fund of America Class R-6 (RGAGX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

AMPCX vs. RGAGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AMPCX
American Funds AMCAP Fund Class C
-11.98%16.78%20.17%30.08%-29.17%22.77%20.52%25.37%-5.50%21.11%
RGAGX
American Funds The Growth Fund of America Class R-6
-11.15%20.08%28.41%37.66%-30.53%19.67%38.30%29.22%-2.88%26.53%

Returns By Period

In the year-to-date period, AMPCX achieves a -11.98% return, which is significantly lower than RGAGX's -11.15% return. Over the past 10 years, AMPCX has underperformed RGAGX with an annualized return of 10.00%, while RGAGX has yielded a comparatively higher 14.34% annualized return.


AMPCX

1D
-0.38%
1M
-10.18%
YTD
-11.98%
6M
-9.70%
1Y
10.20%
3Y*
13.51%
5Y*
5.97%
10Y*
10.00%

RGAGX

1D
-0.47%
1M
-9.63%
YTD
-11.15%
6M
-9.74%
1Y
13.94%
3Y*
19.23%
5Y*
8.87%
10Y*
14.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


AMPCX vs. RGAGX - Expense Ratio Comparison

AMPCX has a 1.40% expense ratio, which is higher than RGAGX's 0.30% expense ratio.


Return for Risk

AMPCX vs. RGAGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMPCX
AMPCX Risk / Return Rank: 2121
Overall Rank
AMPCX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
AMPCX Sortino Ratio Rank: 2222
Sortino Ratio Rank
AMPCX Omega Ratio Rank: 2222
Omega Ratio Rank
AMPCX Calmar Ratio Rank: 1818
Calmar Ratio Rank
AMPCX Martin Ratio Rank: 2121
Martin Ratio Rank

RGAGX
RGAGX Risk / Return Rank: 3030
Overall Rank
RGAGX Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
RGAGX Sortino Ratio Rank: 3333
Sortino Ratio Rank
RGAGX Omega Ratio Rank: 3232
Omega Ratio Rank
RGAGX Calmar Ratio Rank: 2828
Calmar Ratio Rank
RGAGX Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AMPCX vs. RGAGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class C (AMPCX) and American Funds The Growth Fund of America Class R-6 (RGAGX). 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.


AMPCXRGAGXDifference

Sharpe ratio

Return per unit of total volatility

0.52

0.66

-0.15

Sortino ratio

Return per unit of downside risk

0.88

1.09

-0.21

Omega ratio

Gain probability vs. loss probability

1.12

1.16

-0.03

Calmar ratio

Return relative to maximum drawdown

0.53

0.79

-0.26

Martin ratio

Return relative to average drawdown

2.15

3.04

-0.89

AMPCX vs. RGAGX - Sharpe Ratio Comparison

The current AMPCX Sharpe Ratio is 0.52, which is comparable to the RGAGX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of AMPCX and RGAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


AMPCXRGAGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.52

0.66

-0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.31

0.44

-0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.73

-0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.79

-0.39

Correlation

The correlation between AMPCX and RGAGX is 0.98, 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.


Dividends

AMPCX vs. RGAGX - Dividend Comparison

AMPCX's dividend yield for the trailing twelve months is around 12.90%, more than RGAGX's 12.37% yield.


TTM20252024202320222021202020192018201720162015
AMPCX
American Funds AMCAP Fund Class C
12.90%11.35%9.83%3.32%9.21%7.09%4.32%5.06%8.25%5.61%3.77%9.83%
RGAGX
American Funds The Growth Fund of America Class R-6
12.37%10.99%9.29%7.70%4.44%8.49%4.57%7.93%12.36%7.34%6.95%9.22%

Drawdowns

AMPCX vs. RGAGX - Drawdown Comparison

The maximum AMPCX drawdown since its inception was -53.38%, which is greater than RGAGX's maximum drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for AMPCX and RGAGX.


Loading graphics...

Drawdown Indicators


AMPCXRGAGXDifference

Max Drawdown

Largest peak-to-trough decline

-53.38%

-36.19%

-17.19%

Max Drawdown (1Y)

Largest decline over 1 year

-14.33%

-13.71%

-0.62%

Max Drawdown (5Y)

Largest decline over 5 years

-35.67%

-36.19%

+0.52%

Max Drawdown (10Y)

Largest decline over 10 years

-35.67%

-36.19%

+0.52%

Current Drawdown

Current decline from peak

-14.33%

-13.71%

-0.62%

Average Drawdown

Average peak-to-trough decline

-9.27%

-5.53%

-3.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.51%

3.55%

-0.04%

Volatility

AMPCX vs. RGAGX - Volatility Comparison

American Funds AMCAP Fund Class C (AMPCX) and American Funds The Growth Fund of America Class R-6 (RGAGX) have volatilities of 5.25% and 5.45%, 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.


Loading graphics...

Volatility by Period


AMPCXRGAGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.25%

5.45%

-0.20%

Volatility (6M)

Calculated over the trailing 6-month period

11.05%

11.60%

-0.55%

Volatility (1Y)

Calculated over the trailing 1-year period

19.62%

20.75%

-1.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.13%

20.17%

-1.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.65%

19.61%

-0.96%