EGFIX vs. AMRGX
EGFIX (Edgewood Growth Fund) and AMRGX (American Growth Fund Series One) are both Large Cap Growth Equities funds. Over the past 10 years, EGFIX returned 12.37%/yr vs 11.79%/yr for AMRGX. Their correlation of 0.81 means they have usually moved in the same direction. EGFIX charges 1.00%/yr vs 4.07%/yr for AMRGX.
Performance
EGFIX vs. AMRGX - Performance Comparison
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Returns By Period
In the year-to-date period, EGFIX achieves a -6.49% return, which is significantly lower than AMRGX's 17.06% return. Both investments have delivered pretty close results over the past 10 years, with EGFIX having a 12.37% annualized return and AMRGX not far behind at 11.79%.
EGFIX
- 1D
- -0.23%
- 1M
- -4.81%
- 6M
- -3.08%
- YTD
- -6.49%
- 1Y
- -4.35%
- 3Y*
- 8.14%
- 5Y*
- -0.45%
- 10Y*
- 12.37%
- ALL TIME*
- 10.82%
AMRGX
- 1D
- 2.55%
- 1M
- -0.50%
- 6M
- 12.78%
- YTD
- 17.06%
- 1Y
- 37.70%
- 3Y*
- 17.59%
- 5Y*
- 9.71%
- 10Y*
- 11.79%
- ALL TIME*
- 2.94%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
EGFIX Edgewood Growth Fund | $0.00 | $0.00 | $0.00 |
EGFIX vs. AMRGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EGFIX Edgewood Growth Fund | -6.49% | 7.44% | 18.38% | 39.74% | -40.51% | 23.71% | 42.24% | 34.18% | 2.22% | 34.81% |
AMRGX American Growth Fund Series One | 17.06% | 11.18% | 16.61% | 24.38% | -19.93% | 15.64% | 18.65% | 36.73% | -9.07% | 13.37% |
Correlation
The correlation between EGFIX and AMRGX is 0.52, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.52 |
Correlation (3Y) Balances recent behavior with more history. | 0.67 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Mar 2, 2006 | 0.81 |
Over the past year, the correlation between EGFIX and AMRGX has dropped to 0.52 - well below their long-term average of 0.81, suggesting their price drivers have been diverging.
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Return for Risk
EGFIX vs. AMRGX — Risk / Return Rank
EGFIX
AMRGX
EGFIX vs. AMRGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Edgewood Growth Fund (EGFIX) and American Growth Fund Series One (AMRGX). 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.
| EGFIX | AMRGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.61 | ||
| Sortino ratioReturn per unit of downside risk | -2.30 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.30 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.39 | 2.50 | -2.90 |
| Martin ratioReturn relative to average drawdown | -0.97 | 5.86 | -6.83 |
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Drawdowns
EGFIX vs. AMRGX - Drawdown Comparison
The maximum EGFIX drawdown since its inception was -52.01%, smaller than the maximum AMRGX drawdown of -80.32%. Use the drawdown chart below to compare losses from any high point for EGFIX and AMRGX.
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Drawdown Indicators
| EGFIX | AMRGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.01% | -80.32% | +28.31% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -13.98% | -4.34% |
Max Drawdown (3Y)Largest decline over 3 years | -30.15% | -21.15% | -9.00% |
Max Drawdown (5Y)Largest decline over 5 years | -49.42% | -35.42% | -14.00% |
Max Drawdown (10Y)Largest decline over 10 years | -49.42% | -35.42% | -14.00% |
Current DrawdownCurrent decline from peak | -15.42% | -5.31% | -10.11% |
Average DrawdownAverage peak-to-trough decline | -11.00% | -40.05% | +29.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.53% | 5.91% | +1.62% |
Volatility
EGFIX vs. AMRGX - Volatility Comparison
The current volatility for Edgewood Growth Fund (EGFIX) is 4.36%, while American Growth Fund Series One (AMRGX) has a volatility of 6.43%. This indicates that EGFIX experiences smaller price fluctuations and is considered to be less risky than AMRGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EGFIX | AMRGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.36% | 6.43% | -2.07% |
Volatility (6M)Calculated over the trailing 6-month period | 15.12% | 17.26% | -2.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.42% | 28.73% | -10.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.34% | 22.64% | +2.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.58% | 21.64% | +1.94% |
EGFIX vs. AMRGX - Expense Ratio Comparison
EGFIX has a 1.00% expense ratio, which is lower than AMRGX's 4.07% expense ratio.
Dividends
EGFIX vs. AMRGX - Dividend Comparison
EGFIX's dividend yield for the trailing twelve months is around 920.20%, more than AMRGX's 15.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | 15.23% | 17.82% | 12.39% | 8.17% | 7.77% | 12.21% | 2.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EGFIX Edgewood Growth Fund | 920.20% | 49.54% | 17.57% | 0.00% | 15.16% | 5.77% | 5.79% | 0.28% | 4.96% | 1.30% | 2.15% | 3.26% |
Frequently Asked Questions
EGFIX and AMRGX have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMRGX has higher volatility (6.43%) compared to EGFIX (4.36%). In terms of maximum drawdown, EGFIX dropped -52.01% vs AMRGX's -80.32%.
AMRGX currently has the higher Sharpe Ratio (1.22 vs -0.39), 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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