CGJIX vs. RGAGX
Compare and contrast key facts about Calvert US Large-Cap Growth Responsible Index Fund (CGJIX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
CGJIX is managed by Calvert Research and Management. It was launched on Jun 19, 2015. RGAGX is managed by American Funds. 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: CGJIX or RGAGX.
Correlation
The correlation between CGJIX and RGAGX is 0.96, 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
CGJIX vs. RGAGX - Performance Comparison
Key characteristics
CGJIX:
1.83
RGAGX:
1.08
CGJIX:
2.41
RGAGX:
1.34
CGJIX:
1.34
RGAGX:
1.24
CGJIX:
2.70
RGAGX:
1.66
CGJIX:
11.03
RGAGX:
7.48
CGJIX:
2.56%
RGAGX:
2.77%
CGJIX:
15.44%
RGAGX:
19.18%
CGJIX:
-31.73%
RGAGX:
-36.19%
CGJIX:
-3.51%
RGAGX:
-10.91%
Returns By Period
In the year-to-date period, CGJIX achieves a 27.77% return, which is significantly higher than RGAGX's 20.27% return.
CGJIX
27.77%
-0.20%
9.77%
28.05%
16.87%
N/A
RGAGX
20.27%
-7.21%
3.43%
20.49%
13.75%
13.16%
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CGJIX vs. RGAGX - Expense Ratio Comparison
CGJIX has a 0.24% expense ratio, which is lower than RGAGX's 0.30% expense ratio.
Risk-Adjusted Performance
CGJIX vs. RGAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert US Large-Cap Growth Responsible Index Fund (CGJIX) and American Funds The Growth Fund of America Class R-6 (RGAGX). 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
CGJIX vs. RGAGX - Dividend Comparison
Neither CGJIX nor RGAGX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Calvert US Large-Cap Growth Responsible Index Fund | 0.00% | 0.53% | 0.51% | 0.39% | 0.51% | 0.74% | 1.02% | 0.87% | 1.14% | 0.29% | 0.00% | 0.00% |
American Funds The Growth Fund of America Class R-6 | 0.00% | 0.89% | 0.72% | 0.40% | 0.53% | 1.26% | 1.09% | 0.82% | 0.93% | 1.00% | 10.99% | 7.70% |
Drawdowns
CGJIX vs. RGAGX - Drawdown Comparison
The maximum CGJIX drawdown since its inception was -31.73%, smaller than the maximum RGAGX drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for CGJIX and RGAGX. For additional features, visit the drawdowns tool.
Volatility
CGJIX vs. RGAGX - Volatility Comparison
The current volatility for Calvert US Large-Cap Growth Responsible Index Fund (CGJIX) is 5.22%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 13.11%. This indicates that CGJIX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.