AGTHX vs. ANCFX
Compare and contrast key facts about American Funds The Growth Fund of America Class A (AGTHX) and American Funds Fundamental Investors Class A (ANCFX).
AGTHX is managed by Equity. It was launched on Dec 1, 1973. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGTHX or ANCFX.
Key characteristics
| AGTHX | ANCFX | |
|---|---|---|
| YTD Return | 14.97% | 7.57% |
| 1Y Return | 3.49% | 2.30% |
| 5Y Return (Ann) | 8.43% | 7.97% |
| 10Y Return (Ann) | 11.94% | 10.69% |
| Sharpe Ratio | 0.12 | 0.08 |
| Daily Std Dev | 24.20% | 19.82% |
| Max Drawdown | -65.31% | -52.56% |
Correlation
The correlation between AGTHX and ANCFX is 0.88, 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.
AGTHX vs. ANCFX - Performance Comparison
In the year-to-date period, AGTHX achieves a 14.97% return, which is significantly higher than ANCFX's 7.57% return. Over the past 10 years, AGTHX has outperformed ANCFX with an annualized return of 11.94%, while ANCFX has yielded a comparatively lower 10.69% 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
AGTHX vs. ANCFX - Dividend Comparison
AGTHX's dividend yield for the trailing twelve months is around 3.53%, less than ANCFX's 4.91% yield.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 3.53% | 4.05% | 8.51% | 4.85% | 8.41% | 15.11% | 9.95% | 10.01% | 14.31% | 18.10% | 13.81% | 1.74% |
ANCFX American Funds Fundamental Investors Class A | 4.91% | 4.99% | 11.56% | 3.06% | 8.88% | 14.28% | 11.10% | 7.26% | 10.26% | 17.07% | 6.64% | 3.08% |
AGTHX vs. ANCFX - Expense Ratio Comparison
AGTHX vs. ANCFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Class A (AGTHX) and American Funds Fundamental Investors Class A (ANCFX). 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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 0.12 | ||||
ANCFX American Funds Fundamental Investors Class A | 0.08 |
AGTHX vs. ANCFX - Drawdown Comparison
The maximum AGTHX drawdown for the period was -34.81%, lower than the maximum ANCFX drawdown of -17.98%. The drawdown chart below compares losses from any high point along the way for AGTHX and ANCFX
AGTHX vs. ANCFX - Volatility Comparison
American Funds The Growth Fund of America Class A (AGTHX) has a higher volatility of 3.97% compared to American Funds Fundamental Investors Class A (ANCFX) at 3.73%. This indicates that AGTHX's price experiences larger fluctuations and is considered to be riskier than ANCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.