AMRGX vs. EFCNX
Compare and contrast key facts about American Growth Fund Series One (AMRGX) and Emerald Insights Fund (EFCNX).
AMRGX is managed by American Growth. It was launched on Jul 31, 1958. EFCNX is managed by Emerald. It was launched on Aug 1, 2014.
Performance
AMRGX vs. EFCNX - Performance Comparison
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AMRGX vs. EFCNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | -1.31% | 11.18% | 16.61% | 24.38% | -19.93% | 15.64% | 18.65% | 36.73% | -9.07% | 13.37% |
EFCNX Emerald Insights Fund | 0.00% | 28.71% | 25.88% | 40.82% | -31.09% | 22.95% | 49.60% | 36.32% | -9.88% | 22.52% |
Returns By Period
Over the past 10 years, AMRGX has underperformed EFCNX with an annualized return of 10.41%, while EFCNX has yielded a comparatively higher 16.72% annualized return.
AMRGX
- 1D
- -1.60%
- 1M
- -10.92%
- YTD
- -1.31%
- 6M
- 7.51%
- 1Y
- 16.26%
- 3Y*
- 14.01%
- 5Y*
- 7.34%
- 10Y*
- 10.41%
EFCNX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 46.13%
- 3Y*
- 25.53%
- 5Y*
- 11.78%
- 10Y*
- 16.72%
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AMRGX vs. EFCNX - Expense Ratio Comparison
AMRGX has a 4.07% expense ratio, which is higher than EFCNX's 1.40% expense ratio.
Return for Risk
AMRGX vs. EFCNX — Risk / Return Rank
AMRGX
EFCNX
AMRGX vs. EFCNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Growth Fund Series One (AMRGX) and Emerald Insights Fund (EFCNX). 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 | EFCNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 2.36 | -1.75 |
Sortino ratioReturn per unit of downside risk | 1.12 | 3.33 | -2.21 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.81 | -0.62 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 0.89 | +0.10 |
Martin ratioReturn relative to average drawdown | 2.37 | 3.18 | -0.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMRGX | EFCNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 2.36 | -1.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.52 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.74 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.63 | -0.54 |
Correlation
The correlation between AMRGX and EFCNX is 0.81, 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
AMRGX vs. EFCNX - Dividend Comparison
AMRGX's dividend yield for the trailing twelve months is around 18.06%, more than EFCNX's 8.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | 18.06% | 17.82% | 12.39% | 8.17% | 7.77% | 12.21% | 2.36% | 0.00% | 0.00% |
EFCNX Emerald Insights Fund | 8.50% | 8.50% | 1.27% | 0.00% | 5.41% | 15.80% | 9.41% | 0.04% | 27.51% |
Drawdowns
AMRGX vs. EFCNX - Drawdown Comparison
The maximum AMRGX drawdown since its inception was -80.32%, which is greater than EFCNX's maximum drawdown of -38.34%. Use the drawdown chart below to compare losses from any high point for AMRGX and EFCNX.
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Drawdown Indicators
| AMRGX | EFCNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.32% | -38.34% | -41.98% |
Max Drawdown (1Y)Largest decline over 1 year | -13.98% | -14.32% | +0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -35.42% | -38.34% | +2.92% |
Max Drawdown (10Y)Largest decline over 10 years | -35.42% | -38.34% | +2.92% |
Current DrawdownCurrent decline from peak | -13.98% | 0.00% | -13.98% |
Average DrawdownAverage peak-to-trough decline | -40.45% | -8.75% | -31.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.82% | 7.45% | -1.63% |
Volatility
AMRGX vs. EFCNX - Volatility Comparison
American Growth Fund Series One (AMRGX) has a higher volatility of 6.18% compared to Emerald Insights Fund (EFCNX) at 0.00%. This indicates that AMRGX's price experiences larger fluctuations and is considered to be riskier than EFCNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMRGX | EFCNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.18% | 0.00% | +6.18% |
Volatility (6M)Calculated over the trailing 6-month period | 23.49% | 5.20% | +18.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.26% | 22.19% | +6.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.84% | 23.17% | -1.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.30% | 22.85% | -1.55% |