AMRGX vs. ANFFX
Compare and contrast key facts about American Growth Fund Series One (AMRGX) and American Funds The New Economy Fund Class F-1 (ANFFX).
AMRGX is managed by American Growth. It was launched on Jul 31, 1958. ANFFX is an actively managed fund by American Funds. It was launched on Mar 15, 2001.
Performance
AMRGX vs. ANFFX - Performance Comparison
Loading graphics...
Returns By Period
In the year-to-date period, AMRGX achieves a 3.06% return, which is significantly higher than ANFFX's -4.05% return. Over the past 10 years, AMRGX has underperformed ANFFX with an annualized return of 10.99%, while ANFFX has yielded a comparatively higher 13.63% annualized return.
AMRGX
- 1D
- -0.14%
- 1M
- -5.35%
- YTD
- 3.06%
- 6M
- 9.19%
- 1Y
- 31.34%
- 3Y*
- 15.67%
- 5Y*
- 7.96%
- 10Y*
- 10.99%
ANFFX
- 1D
- -0.27%
- 1M
- -4.53%
- YTD
- -4.05%
- 6M
- 1.54%
- 1Y
- 44.43%
- 3Y*
- 22.07%
- 5Y*
- 9.00%
- 10Y*
- 13.63%
AMRGX vs. ANFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | 3.06% | 11.18% | 16.61% | 24.38% | -19.93% | 15.64% | 18.65% | 36.73% | -9.07% | 13.37% |
ANFFX American Funds The New Economy Fund Class F-1 | -4.05% | 30.96% | 23.52% | 29.10% | -29.69% | 11.98% | 33.43% | 26.38% | -4.41% | 34.27% |
Correlation
The correlation between AMRGX and ANFFX is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
AMRGX vs. ANFFX - Expense Ratio Comparison
AMRGX has a 4.07% expense ratio, which is higher than ANFFX's 0.78% expense ratio.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AMRGX vs. ANFFX — Risk / Return Rank
AMRGX
ANFFX
AMRGX vs. ANFFX - 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 New Economy Fund Class F-1 (ANFFX). 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.
| AMRGX | ANFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 1.52 | -0.80 |
Sortino ratioReturn per unit of downside risk | 1.27 | 2.16 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.30 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 2.45 | -1.05 |
Martin ratioReturn relative to average drawdown | 3.35 | 10.01 | -6.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AMRGX | ANFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 1.52 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.47 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.72 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.48 | -0.38 |
Drawdowns
AMRGX vs. ANFFX - Drawdown Comparison
The maximum AMRGX drawdown since its inception was -80.32%, which is greater than ANFFX's maximum drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for AMRGX and ANFFX.
Loading graphics...
Drawdown Indicators
| AMRGX | ANFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.32% | -55.37% | -24.95% |
Max Drawdown (1Y)Largest decline over 1 year | -13.98% | -13.36% | -0.62% |
Max Drawdown (5Y)Largest decline over 5 years | -35.42% | -37.10% | +1.68% |
Max Drawdown (10Y)Largest decline over 10 years | -35.42% | -37.10% | +1.68% |
Current DrawdownCurrent decline from peak | -10.17% | -9.13% | -1.04% |
Average DrawdownAverage peak-to-trough decline | -40.44% | -11.43% | -29.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.82% | 3.26% | +2.56% |
Volatility
AMRGX vs. ANFFX - Volatility Comparison
American Growth Fund Series One (AMRGX) and American Funds The New Economy Fund Class F-1 (ANFFX) have volatilities of 7.09% and 7.26%, 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
| AMRGX | ANFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 7.26% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 23.70% | 13.64% | +10.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.38% | 20.92% | +7.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.87% | 19.20% | +2.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.32% | 18.99% | +2.33% |
Dividends
AMRGX vs. ANFFX - Dividend Comparison
AMRGX's dividend yield for the trailing twelve months is around 17.29%, more than ANFFX's 10.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | 17.29% | 17.82% | 12.39% | 8.17% | 7.77% | 12.21% | 2.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ANFFX American Funds The New Economy Fund Class F-1 | 10.32% | 9.90% | 9.56% | 3.89% | 0.00% | 7.53% | 2.45% | 7.26% | 9.84% | 8.19% | 2.13% | 6.07% |