Correlation
The correlation between AMRGX and FEQIX is 0.83, 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.
AMRGX vs. FEQIX
Compare and contrast key facts about American Growth Fund Series One (AMRGX) and Fidelity Equity-Income Fund (FEQIX).
AMRGX is managed by American Growth. It was launched on Jul 31, 1958. FEQIX is managed by Fidelity. It was launched on May 16, 1966.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMRGX or FEQIX.
Performance
AMRGX vs. FEQIX - Performance Comparison
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Key characteristics
AMRGX:
0.19
FEQIX:
0.77
AMRGX:
0.30
FEQIX:
1.10
AMRGX:
1.04
FEQIX:
1.16
AMRGX:
0.10
FEQIX:
0.83
AMRGX:
0.30
FEQIX:
3.28
AMRGX:
7.27%
FEQIX:
3.31%
AMRGX:
20.57%
FEQIX:
15.13%
AMRGX:
-79.73%
FEQIX:
-62.24%
AMRGX:
-11.28%
FEQIX:
-1.32%
Returns By Period
In the year-to-date period, AMRGX achieves a -5.08% return, which is significantly lower than FEQIX's 5.02% return. Over the past 10 years, AMRGX has underperformed FEQIX with an annualized return of 8.36%, while FEQIX has yielded a comparatively higher 9.44% annualized return.
AMRGX
-5.08%
2.37%
-10.79%
3.98%
10.15%
9.37%
8.36%
FEQIX
5.02%
3.74%
-1.32%
11.54%
9.79%
13.89%
9.44%
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AMRGX vs. FEQIX - Expense Ratio Comparison
AMRGX has a 4.07% expense ratio, which is higher than FEQIX's 0.57% expense ratio.
Risk-Adjusted Performance
AMRGX vs. FEQIX — Risk-Adjusted Performance Rank
AMRGX
FEQIX
AMRGX vs. FEQIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Growth Fund Series One (AMRGX) and Fidelity Equity-Income Fund (FEQIX). 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.
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Dividends
AMRGX vs. FEQIX - Dividend Comparison
AMRGX's dividend yield for the trailing twelve months is around 13.05%, more than FEQIX's 4.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | 13.05% | 12.39% | 8.17% | 7.77% | 12.21% | 2.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FEQIX Fidelity Equity-Income Fund | 4.96% | 5.51% | 4.26% | 4.56% | 9.89% | 3.38% | 7.16% | 9.76% | 6.80% | 4.28% | 12.17% | 7.24% |
Drawdowns
AMRGX vs. FEQIX - Drawdown Comparison
The maximum AMRGX drawdown since its inception was -79.73%, which is greater than FEQIX's maximum drawdown of -62.24%. Use the drawdown chart below to compare losses from any high point for AMRGX and FEQIX.
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Volatility
AMRGX vs. FEQIX - Volatility Comparison
American Growth Fund Series One (AMRGX) has a higher volatility of 5.07% compared to Fidelity Equity-Income Fund (FEQIX) at 4.01%. This indicates that AMRGX's price experiences larger fluctuations and is considered to be riskier than FEQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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