AMRGX vs. HTGC
Compare and contrast key facts about American Growth Fund Series One (AMRGX) and Hercules Capital, Inc. (HTGC).
AMRGX is managed by American Growth. It was launched on Jul 31, 1958.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMRGX or HTGC.
Key characteristics
| AMRGX | HTGC | |
|---|---|---|
| YTD Return | 0.72% | 18.30% |
| 1Y Return | 16.66% | 67.96% |
| 3Y Return (Ann) | 2.35% | 15.61% |
| 5Y Return (Ann) | 9.08% | 19.64% |
| 10Y Return (Ann) | 8.80% | 14.27% |
| Sharpe Ratio | 0.96 | 3.19 |
| Daily Std Dev | 17.44% | 20.72% |
| Max Drawdown | -80.08% | -68.29% |
| Current Drawdown | -6.14% | 0.00% |
Correlation
The correlation between AMRGX and HTGC is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AMRGX vs. HTGC - Performance Comparison
In the year-to-date period, AMRGX achieves a 0.72% return, which is significantly lower than HTGC's 18.30% return. Over the past 10 years, AMRGX has underperformed HTGC with an annualized return of 8.80%, while HTGC has yielded a comparatively higher 14.27% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
AMRGX vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Growth Fund Series One (AMRGX) and Hercules Capital, Inc. (HTGC). 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. HTGC - Dividend Comparison
AMRGX's dividend yield for the trailing twelve months is around 8.11%, less than HTGC's 9.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | 8.11% | 8.17% | 7.76% | 12.20% | 2.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HTGC Hercules Capital, Inc. | 9.48% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% | 6.77% |
Drawdowns
AMRGX vs. HTGC - Drawdown Comparison
The maximum AMRGX drawdown since its inception was -80.08%, which is greater than HTGC's maximum drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for AMRGX and HTGC. For additional features, visit the drawdowns tool.
Volatility
AMRGX vs. HTGC - Volatility Comparison
American Growth Fund Series One (AMRGX) has a higher volatility of 4.57% compared to Hercules Capital, Inc. (HTGC) at 3.54%. This indicates that AMRGX's price experiences larger fluctuations and is considered to be riskier than HTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.