BDOIX vs. AGTHX
Compare and contrast key facts about iShares MSCI Total International Index Fund (BDOIX) and American Funds The Growth Fund of America Class A (AGTHX).
BDOIX is managed by Blackrock. It was launched on Jun 30, 2011. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDOIX or AGTHX.
Key characteristics
| BDOIX | AGTHX | |
|---|---|---|
| YTD Return | 4.60% | 9.71% |
| 1Y Return | 11.65% | 37.20% |
| 3Y Return (Ann) | 0.83% | 5.43% |
| 5Y Return (Ann) | 5.06% | 13.20% |
| 10Y Return (Ann) | 3.91% | 13.07% |
| Sharpe Ratio | 0.99 | 2.00 |
| Daily Std Dev | 11.95% | 18.17% |
| Max Drawdown | -35.10% | -65.31% |
| Current Drawdown | -2.72% | -2.89% |
Correlation
The correlation between BDOIX and AGTHX is 0.81, 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.
Performance
BDOIX vs. AGTHX - Performance Comparison
In the year-to-date period, BDOIX achieves a 4.60% return, which is significantly lower than AGTHX's 9.71% return. Over the past 10 years, BDOIX has underperformed AGTHX with an annualized return of 3.91%, while AGTHX has yielded a comparatively higher 13.07% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BDOIX vs. AGTHX - Expense Ratio Comparison
BDOIX has a 0.15% expense ratio, which is lower than AGTHX's 0.61% expense ratio.
Risk-Adjusted Performance
BDOIX vs. AGTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Total International Index Fund (BDOIX) and American Funds The Growth Fund of America Class A (AGTHX). 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
BDOIX vs. AGTHX - Dividend Comparison
BDOIX's dividend yield for the trailing twelve months is around 2.75%, less than AGTHX's 6.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDOIX iShares MSCI Total International Index Fund | 2.75% | 2.99% | 2.91% | 3.07% | 2.00% | 3.08% | 3.33% | 2.73% | 3.57% | 3.94% | 14.07% | 2.40% |
AGTHX American Funds The Growth Fund of America Class A | 6.21% | 6.81% | 0.75% | 8.18% | 4.55% | 7.89% | 12.71% | 7.54% | 6.61% | 8.87% | 9.90% | 6.71% |
Drawdowns
BDOIX vs. AGTHX - Drawdown Comparison
The maximum BDOIX drawdown since its inception was -35.10%, smaller than the maximum AGTHX drawdown of -65.31%. Use the drawdown chart below to compare losses from any high point for BDOIX and AGTHX. For additional features, visit the drawdowns tool.
Volatility
BDOIX vs. AGTHX - Volatility Comparison
The current volatility for iShares MSCI Total International Index Fund (BDOIX) is 3.92%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 5.06%. This indicates that BDOIX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.