CGFAX vs. AGTHX
CGFAX (American Funds The Growth Fund of America Class 529-A) and AGTHX (American Funds The Growth Fund of America Class A) are both Large Cap Growth Equities funds from Capital Group. Both are actively managed. Over the past 10 years, CGFAX returned 14.97%/yr vs 15.02%/yr for AGTHX. Their 1.00 correlation means they have historically moved very closely together. CGFAX charges 0.62%/yr vs 0.59%/yr for AGTHX.
Performance
CGFAX vs. AGTHX - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both investments are quite close, with CGFAX having a 4.27% return and AGTHX slightly higher at 4.29%. Both investments have delivered pretty close results over the past 10 years, with CGFAX having a 14.97% annualized return and AGTHX not far ahead at 15.02%.
CGFAX
- 1D
- -0.38%
- 1M
- -2.33%
- 6M
- 2.17%
- YTD
- 4.27%
- 1Y
- 10.07%
- 3Y*
- 19.69%
- 5Y*
- 9.95%
- 10Y*
- 14.97%
- ALL TIME*
- 10.57%
AGTHX
- 1D
- 0.47%
- 1M
- -2.33%
- 6M
- 2.18%
- YTD
- 4.29%
- 1Y
- 10.11%
- 3Y*
- 19.73%
- 5Y*
- 9.99%
- 10Y*
- 15.02%
- ALL TIME*
- 12.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CGFAX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CGFAX American Funds The Growth Fund of America Class 529-A | 4.27% | 19.69% | 27.99% | 37.14% | -30.76% | 19.26% | 37.81% | 28.09% | -3.25% | 26.06% |
AGTHX American Funds The Growth Fund of America Class A | 4.29% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Correlation
The correlation between CGFAX and AGTHX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 0.99 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (10Y) Provides a long-term view across more market conditions. | 1.00 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2002 | 1.00 |
The correlation between CGFAX and AGTHX has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CGFAX vs. AGTHX — Risk / Return Rank
CGFAX
AGTHX
CGFAX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Class 529-A (CGFAX) 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.
| CGFAX | AGTHX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.12 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.74 | 0.74 | 0.00 |
| Martin ratioReturn relative to average drawdown | 2.75 | 2.73 | +0.01 |
Loading charts...
Drawdowns
CGFAX vs. AGTHX - Drawdown Comparison
The maximum CGFAX drawdown since its inception was -51.91%, roughly equal to the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for CGFAX and AGTHX.
Loading charts...
Drawdown Indicators
| CGFAX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.91% | -51.91% | 0.00% |
Max Drawdown (1Y)Largest decline over 1 year | -13.77% | -13.76% | -0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -21.58% | -21.57% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -36.39% | -36.38% | -0.01% |
Max Drawdown (10Y)Largest decline over 10 years | -36.39% | -36.38% | -0.01% |
Current DrawdownCurrent decline from peak | -5.58% | -5.58% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -8.57% | -9.17% | +0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.72% | 3.74% | -0.02% |
Volatility
CGFAX vs. AGTHX - Volatility Comparison
American Funds The Growth Fund of America Class 529-A (CGFAX) and American Funds The Growth Fund of America Class A (AGTHX) have volatilities of 4.47% and 4.54%, 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.
Loading charts...
Volatility by Period
| CGFAX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.47% | 4.54% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 13.38% | 13.41% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.76% | 16.76% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.54% | 20.50% | +0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.78% | 19.76% | +0.02% |
CGFAX vs. AGTHX - Expense Ratio Comparison
CGFAX has a 0.62% expense ratio, which is higher than AGTHX's 0.59% expense ratio.
Dividends
CGFAX vs. AGTHX - Dividend Comparison
CGFAX's dividend yield for the trailing twelve months is around 10.44%, more than AGTHX's 10.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 10.25% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
CGFAX American Funds The Growth Fund of America Class 529-A | 10.44% | 10.88% | 9.12% | 7.48% | 4.09% | 8.26% | 4.34% | 7.18% | 12.03% | 7.07% | 6.60% | 8.86% |
Frequently Asked Questions
With a correlation of 1.00, CGFAX and AGTHX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
AGTHX has higher volatility (4.54%) compared to CGFAX (4.47%). In terms of maximum drawdown, CGFAX dropped -51.91% vs AGTHX's -51.91%.
CGFAX currently has the higher Sharpe Ratio (0.61 vs 0.61), 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.
Find the right allocation for CGFAX and AGTHX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer