AMRGX vs. AGTHX
AMRGX (American Growth Fund Series One) and AGTHX (American Funds The Growth Fund of America Class A) are both Large Cap Growth Equities funds. Over the past 10 years, AMRGX returned 11.79%/yr vs 15.03%/yr for AGTHX. Their correlation of 0.84 means they have usually moved in the same direction. AMRGX charges 4.07%/yr vs 0.59%/yr for AGTHX.
Performance
AMRGX vs. AGTHX - Performance Comparison
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Returns By Period
In the year-to-date period, AMRGX achieves a 17.06% return, which is significantly higher than AGTHX's 4.39% return. Over the past 10 years, AMRGX has underperformed AGTHX with an annualized return of 11.79%, while AGTHX has yielded a comparatively higher 15.03% annualized return.
AMRGX
- 1D
- 2.55%
- 1M
- -0.50%
- 6M
- 12.78%
- YTD
- 17.06%
- 1Y
- 37.70%
- 3Y*
- 17.59%
- 5Y*
- 9.71%
- 10Y*
- 11.79%
- ALL TIME*
- 2.94%
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%
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 |
AMRGX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | 17.06% | 11.18% | 16.61% | 24.38% | -19.93% | 15.64% | 18.65% | 36.73% | -9.07% | 13.37% |
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% |
Correlation
The correlation between AMRGX and AGTHX is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.79 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Jun 20, 1996 | 0.84 |
The correlation between AMRGX and AGTHX shifts across timeframes, from 0.72 (1 year) to 0.85 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
AMRGX vs. AGTHX — Risk / Return Rank
AMRGX
AGTHX
AMRGX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Growth Fund Series One (AMRGX) and American Funds The Growth Fund of America Class A (AGTHX). 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.
| AMRGX | AGTHX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.57 | ||
| Sortino ratioReturn per unit of downside risk | +0.89 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.12 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.50 | 0.80 | +1.71 |
| Martin ratioReturn relative to average drawdown | 5.86 | 2.89 | +2.98 |
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Drawdowns
AMRGX vs. AGTHX - Drawdown Comparison
The maximum AMRGX drawdown since its inception was -80.32%, which is greater than AGTHX's maximum drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for AMRGX and AGTHX.
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Drawdown Indicators
| AMRGX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.32% | -51.91% | -28.41% |
Max Drawdown (1Y)Largest decline over 1 year | -13.98% | -13.76% | -0.22% |
Max Drawdown (3Y)Largest decline over 3 years | -21.15% | -21.57% | +0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -35.42% | -36.38% | +0.96% |
Max Drawdown (10Y)Largest decline over 10 years | -35.42% | -36.38% | +0.96% |
Current DrawdownCurrent decline from peak | -5.31% | -5.49% | +0.18% |
Average DrawdownAverage peak-to-trough decline | -40.05% | -9.17% | -30.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.91% | 3.80% | +2.11% |
Volatility
AMRGX vs. AGTHX - Volatility Comparison
American Growth Fund Series One (AMRGX) has a higher volatility of 6.43% compared to American Funds The Growth Fund of America Class A (AGTHX) at 4.82%. This indicates that AMRGX's price experiences larger fluctuations and is considered to be riskier than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMRGX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.43% | 4.82% | +1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 17.26% | 13.65% | +3.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.73% | 16.90% | +11.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.64% | 20.52% | +2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.64% | 19.76% | +1.88% |
AMRGX vs. AGTHX - Expense Ratio Comparison
AMRGX has a 4.07% expense ratio, which is higher than AGTHX's 0.59% expense ratio.
Dividends
AMRGX vs. AGTHX - Dividend Comparison
AMRGX's dividend yield for the trailing twelve months is around 15.23%, more than AGTHX's 10.24% 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% |
AMRGX American Growth Fund Series One | 15.23% | 17.82% | 12.39% | 8.17% | 7.77% | 12.21% | 2.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AMRGX and AGTHX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMRGX has higher volatility (6.43%) compared to AGTHX (4.82%). In terms of maximum drawdown, AMRGX dropped -80.32% vs AGTHX's -51.91%.
AMRGX currently has the higher Sharpe Ratio (1.22 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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