AMRGX vs. DFUSX
Compare and contrast key facts about American Growth Fund Series One (AMRGX) and DFA U.S. Large Company Portfolio (DFUSX).
AMRGX is managed by American Growth. It was launched on Jul 31, 1958. DFUSX is managed by Dimensional Fund Advisors LP. It was launched on Sep 23, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMRGX or DFUSX.
Correlation
The correlation between AMRGX and DFUSX is 0.87, 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
AMRGX vs. DFUSX - Performance Comparison
Key characteristics
AMRGX:
0.26
DFUSX:
0.55
AMRGX:
0.52
DFUSX:
0.90
AMRGX:
1.07
DFUSX:
1.13
AMRGX:
0.25
DFUSX:
0.57
AMRGX:
0.79
DFUSX:
2.21
AMRGX:
6.79%
DFUSX:
4.83%
AMRGX:
20.20%
DFUSX:
19.36%
AMRGX:
-79.73%
DFUSX:
-54.96%
AMRGX:
-12.05%
DFUSX:
-7.60%
Returns By Period
In the year-to-date period, AMRGX achieves a -5.90% return, which is significantly lower than DFUSX's -3.33% return. Over the past 10 years, AMRGX has underperformed DFUSX with an annualized return of 8.46%, while DFUSX has yielded a comparatively higher 10.37% annualized return.
AMRGX
-5.90%
11.54%
-7.50%
5.21%
10.44%
8.46%
DFUSX
-3.33%
13.74%
-4.63%
10.54%
12.41%
10.37%
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AMRGX vs. DFUSX - Expense Ratio Comparison
AMRGX has a 4.07% expense ratio, which is higher than DFUSX's 0.08% expense ratio.
Risk-Adjusted Performance
AMRGX vs. DFUSX — Risk-Adjusted Performance Rank
AMRGX
DFUSX
AMRGX vs. DFUSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Growth Fund Series One (AMRGX) and DFA U.S. Large Company Portfolio (DFUSX). 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
AMRGX vs. DFUSX - Dividend Comparison
AMRGX's dividend yield for the trailing twelve months is around 13.17%, more than DFUSX's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | 13.17% | 12.39% | 8.17% | 7.76% | 12.20% | 2.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DFUSX DFA U.S. Large Company Portfolio | 1.29% | 1.21% | 1.34% | 1.58% | 1.14% | 1.60% | 1.76% | 1.95% | 1.86% | 2.08% | 2.02% | 1.81% |
Drawdowns
AMRGX vs. DFUSX - Drawdown Comparison
The maximum AMRGX drawdown since its inception was -79.73%, which is greater than DFUSX's maximum drawdown of -54.96%. Use the drawdown chart below to compare losses from any high point for AMRGX and DFUSX. For additional features, visit the drawdowns tool.
Volatility
AMRGX vs. DFUSX - Volatility Comparison
The current volatility for American Growth Fund Series One (AMRGX) is 10.50%, while DFA U.S. Large Company Portfolio (DFUSX) has a volatility of 11.19%. This indicates that AMRGX experiences smaller price fluctuations and is considered to be less risky than DFUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.