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AGTHX vs. ANCFX

Last updated Jun 1, 2023

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


AGTHXANCFX
YTD Return14.97%7.57%
1Y Return3.49%2.30%
5Y Return (Ann)8.43%7.97%
10Y Return (Ann)11.94%10.69%
Sharpe Ratio0.120.08
Daily Std Dev24.20%19.82%
Max Drawdown-65.31%-52.56%

Correlation

0.88
-1.001.00

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.


-10.00%-5.00%0.00%5.00%2023FebruaryMarchAprilMay
7.26%
3.02%
AGTHX
ANCFX

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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.


TTM20222021202020192018201720162015201420132012
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 has a 0.61% expense ratio, which is higher than ANCFX's 0.59% expense ratio.

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 ratioSortino ratioOmega ratioCalmar ratioUlcer 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 - Sharpe Ratio Comparison

The current AGTHX Sharpe Ratio is 0.12, which is higher than the ANCFX Sharpe Ratio of 0.08. The chart below compares the 12-month rolling Sharpe Ratio of AGTHX and ANCFX.


-1.00-0.500.000.502023FebruaryMarchAprilMay
0.12
0.08
AGTHX
ANCFX

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


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%2023FebruaryMarchAprilMay
-23.66%
-10.69%
AGTHX
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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%2023FebruaryMarchAprilMay
3.97%
3.73%
AGTHX
ANCFX