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.
Correlation
The correlation between AMRGX and HTGC is 0.45, 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
Key characteristics
AMRGX:
-0.32
HTGC:
0.22
AMRGX:
-0.28
HTGC:
0.45
AMRGX:
0.96
HTGC:
1.07
AMRGX:
-0.18
HTGC:
0.23
AMRGX:
-0.66
HTGC:
0.70
AMRGX:
10.92%
HTGC:
8.28%
AMRGX:
22.78%
HTGC:
25.83%
AMRGX:
-84.03%
HTGC:
-68.50%
AMRGX:
-37.28%
HTGC:
-18.74%
Returns By Period
In the year-to-date period, AMRGX achieves a -10.01% return, which is significantly higher than HTGC's -11.02% return. Over the past 10 years, AMRGX has underperformed HTGC with an annualized return of 3.58%, while HTGC has yielded a comparatively higher 13.26% annualized return.
AMRGX
-10.01%
-5.07%
-22.37%
-5.20%
2.54%
3.58%
HTGC
-11.02%
-8.84%
-9.59%
3.08%
28.31%
13.26%
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Risk-Adjusted Performance
AMRGX vs. HTGC — Risk-Adjusted Performance Rank
AMRGX
HTGC
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 has not paid dividends to shareholders, while HTGC's dividend yield for the trailing twelve months is around 9.12%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HTGC Hercules Capital, Inc. | 9.12% | 7.96% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% |
Drawdowns
AMRGX vs. HTGC - Drawdown Comparison
The maximum AMRGX drawdown since its inception was -84.03%, which is greater than HTGC's maximum drawdown of -68.50%. 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) and Hercules Capital, Inc. (HTGC) have volatilities of 12.63% and 13.17%, 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.