BRK-B vs. AGTHX
BRK-B (Berkshire Hathaway Inc.) is a stock, while AGTHX (American Funds The Growth Fund of America Class A) is Large Cap Growth Equities fund actively managed by Capital Group. Over the past 10 years, BRK-B returned 13.41%/yr vs 15.79%/yr for AGTHX. At a 0.45 correlation, their price movements are largely independent.
Performance
BRK-B vs. AGTHX - Performance Comparison
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Returns By Period
In the year-to-date period, BRK-B achieves a -1.42% return, which is significantly lower than AGTHX's 6.60% return. Over the past 10 years, BRK-B has underperformed AGTHX with an annualized return of 13.41%, while AGTHX has yielded a comparatively higher 15.79% annualized return.
BRK-B
- 1D
- 1.28%
- 1M
- 2.66%
- YTD
- -1.42%
- 6M
- -2.14%
- 1Y
- 1.64%
- 3Y*
- 13.57%
- 5Y*
- 11.85%
- 10Y*
- 13.41%
AGTHX
- 1D
- 0.27%
- 1M
- 0.45%
- YTD
- 6.60%
- 6M
- 7.72%
- 1Y
- 21.49%
- 3Y*
- 22.87%
- 5Y*
- 11.31%
- 10Y*
- 15.79%
BRK-B vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | -1.42% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
AGTHX American Funds The Growth Fund of America Class A | 6.60% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Correlation
The correlation between BRK-B and AGTHX is 0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since May 9, 1996 | 0.45 |
Over the past year, the correlation between BRK-B and AGTHX has dropped to 0.00 - well below their long-term average of 0.45, suggesting their price drivers have been diverging.
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Return for Risk
BRK-B vs. AGTHX — Risk / Return Rank
BRK-B
AGTHX
BRK-B vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BRK-B | AGTHX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.14 | ||
| Sortino ratioReturn per unit of downside risk | -1.50 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.23 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.17 | 1.46 | -1.29 |
| Martin ratioReturn relative to average drawdown | 0.36 | 5.60 | -5.24 |
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Drawdowns
BRK-B vs. AGTHX - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, roughly equal to the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for BRK-B and AGTHX.
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Drawdown Indicators
| BRK-B | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.86% | -51.91% | -1.95% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -13.76% | +4.34% |
Max Drawdown (3Y)Largest decline over 3 years | -14.95% | -21.57% | +6.62% |
Max Drawdown (5Y)Largest decline over 5 years | -26.58% | -36.38% | +9.80% |
Max Drawdown (10Y)Largest decline over 10 years | -29.57% | -36.38% | +6.81% |
Current DrawdownCurrent decline from peak | -8.20% | -3.49% | -4.71% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -9.19% | -1.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.53% | 3.59% | +0.94% |
Volatility
BRK-B vs. AGTHX - Volatility Comparison
The current volatility for Berkshire Hathaway Inc. (BRK-B) is 4.12%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 6.25%. This indicates that BRK-B 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.
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Volatility by Period
| BRK-B | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 6.25% | -2.13% |
Volatility (6M)Calculated over the trailing 6-month period | 10.80% | 12.77% | -1.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.45% | 16.00% | -1.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.13% | 20.37% | -3.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.44% | 19.75% | -0.31% |
Dividends
BRK-B vs. AGTHX - Dividend Comparison
BRK-B has not paid dividends to shareholders, while AGTHX's dividend yield for the trailing twelve months is around 10.03%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 10.03% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BRK-B and AGTHX have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AGTHX has higher volatility (6.25%) compared to BRK-B (4.12%). In terms of maximum drawdown, BRK-B dropped -53.86% vs AGTHX's -51.91%.
AGTHX currently has the higher Sharpe Ratio (1.26 vs 0.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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