FINFX vs. AGTHX
Compare and contrast key facts about American Funds Fundamental Investors® Class F-2 (FINFX) and American Funds The Growth Fund of America Class A (AGTHX).
FINFX is managed by American Funds. It was launched on Aug 1, 1978. 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: FINFX or AGTHX.
Correlation
The correlation between FINFX and AGTHX 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
FINFX vs. AGTHX - Performance Comparison
Key characteristics
FINFX:
1.07
AGTHX:
2.00
FINFX:
1.34
AGTHX:
2.65
FINFX:
1.23
AGTHX:
1.36
FINFX:
1.61
AGTHX:
2.38
FINFX:
5.35
AGTHX:
12.53
FINFX:
3.32%
AGTHX:
2.53%
FINFX:
16.65%
AGTHX:
15.79%
FINFX:
-45.20%
AGTHX:
-51.65%
FINFX:
-8.83%
AGTHX:
-2.78%
Returns By Period
The year-to-date returns for both stocks are quite close, with FINFX having a 2.24% return and AGTHX slightly lower at 2.22%. Over the past 10 years, FINFX has underperformed AGTHX with an annualized return of 6.89%, while AGTHX has yielded a comparatively higher 13.93% annualized return.
FINFX
2.24%
-8.08%
1.81%
18.51%
7.00%
6.89%
AGTHX
2.22%
-2.30%
11.85%
32.36%
13.76%
13.93%
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FINFX vs. AGTHX - Expense Ratio Comparison
FINFX has a 0.39% expense ratio, which is lower than AGTHX's 0.61% expense ratio.
Risk-Adjusted Performance
FINFX vs. AGTHX — Risk-Adjusted Performance Rank
FINFX
AGTHX
FINFX vs. AGTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors® Class F-2 (FINFX) 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
FINFX vs. AGTHX - Dividend Comparison
FINFX's dividend yield for the trailing twelve months is around 1.32%, less than AGTHX's 8.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | 1.32% | 1.35% | 1.38% | 1.83% | 1.45% | 1.68% | 1.71% | 2.12% | 1.64% | 1.79% | 3.91% | 10.77% |
AGTHX American Funds The Growth Fund of America Class A | 8.79% | 8.99% | 6.81% | 0.75% | 8.18% | 4.55% | 7.89% | 12.71% | 7.54% | 6.61% | 8.87% | 9.90% |
Drawdowns
FINFX vs. AGTHX - Drawdown Comparison
The maximum FINFX drawdown since its inception was -45.20%, smaller than the maximum AGTHX drawdown of -51.65%. Use the drawdown chart below to compare losses from any high point for FINFX and AGTHX. For additional features, visit the drawdowns tool.
Volatility
FINFX vs. AGTHX - Volatility Comparison
American Funds Fundamental Investors® Class F-2 (FINFX) has a higher volatility of 11.10% compared to American Funds The Growth Fund of America Class A (AGTHX) at 5.92%. This indicates that FINFX's price experiences larger fluctuations and is considered to be riskier than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.