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GAFFX vs. VHYAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between GAFFX and VHYAX is 0.83, 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.


-0.50.00.51.0
Correlation: 0.8

Performance

GAFFX vs. VHYAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Growth Fund of Amer F3 (GAFFX) and Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX). The values are adjusted to include any dividend payments, if applicable.

40.00%50.00%60.00%70.00%80.00%90.00%100.00%NovemberDecember2025FebruaryMarchApril
59.17%
81.75%
GAFFX
VHYAX

Key characteristics

Sharpe Ratio

GAFFX:

0.19

VHYAX:

0.56

Sortino Ratio

GAFFX:

0.40

VHYAX:

0.88

Omega Ratio

GAFFX:

1.07

VHYAX:

1.12

Calmar Ratio

GAFFX:

0.18

VHYAX:

0.61

Martin Ratio

GAFFX:

0.53

VHYAX:

2.56

Ulcer Index

GAFFX:

8.65%

VHYAX:

3.47%

Daily Std Dev

GAFFX:

24.93%

VHYAX:

15.86%

Max Drawdown

GAFFX:

-41.75%

VHYAX:

-35.14%

Current Drawdown

GAFFX:

-16.18%

VHYAX:

-7.36%

Returns By Period

In the year-to-date period, GAFFX achieves a -4.66% return, which is significantly lower than VHYAX's -1.94% return.


GAFFX

YTD

-4.66%

1M

1.60%

6M

-10.00%

1Y

3.06%

5Y*

8.12%

10Y*

N/A

VHYAX

YTD

-1.94%

1M

-2.55%

6M

-1.95%

1Y

8.47%

5Y*

13.23%

10Y*

N/A

*Annualized

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GAFFX vs. VHYAX - Expense Ratio Comparison

GAFFX has a 0.30% expense ratio, which is higher than VHYAX's 0.08% expense ratio.


Expense ratio chart for GAFFX: current value is 0.30%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
GAFFX: 0.30%
Expense ratio chart for VHYAX: current value is 0.08%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VHYAX: 0.08%

Risk-Adjusted Performance

GAFFX vs. VHYAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GAFFX
The Risk-Adjusted Performance Rank of GAFFX is 3434
Overall Rank
The Sharpe Ratio Rank of GAFFX is 3232
Sharpe Ratio Rank
The Sortino Ratio Rank of GAFFX is 3434
Sortino Ratio Rank
The Omega Ratio Rank of GAFFX is 3737
Omega Ratio Rank
The Calmar Ratio Rank of GAFFX is 3636
Calmar Ratio Rank
The Martin Ratio Rank of GAFFX is 3131
Martin Ratio Rank

VHYAX
The Risk-Adjusted Performance Rank of VHYAX is 6363
Overall Rank
The Sharpe Ratio Rank of VHYAX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of VHYAX is 5959
Sortino Ratio Rank
The Omega Ratio Rank of VHYAX is 6060
Omega Ratio Rank
The Calmar Ratio Rank of VHYAX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of VHYAX is 6565
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

GAFFX vs. VHYAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Fund of Amer F3 (GAFFX) and Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX). 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.


The chart of Sharpe ratio for GAFFX, currently valued at 0.19, compared to the broader market-1.000.001.002.003.00
GAFFX: 0.19
VHYAX: 0.56
The chart of Sortino ratio for GAFFX, currently valued at 0.40, compared to the broader market-2.000.002.004.006.008.00
GAFFX: 0.40
VHYAX: 0.88
The chart of Omega ratio for GAFFX, currently valued at 1.07, compared to the broader market0.501.001.502.002.503.00
GAFFX: 1.07
VHYAX: 1.12
The chart of Calmar ratio for GAFFX, currently valued at 0.18, compared to the broader market0.002.004.006.008.0010.00
GAFFX: 0.18
VHYAX: 0.61
The chart of Martin ratio for GAFFX, currently valued at 0.53, compared to the broader market0.0010.0020.0030.0040.00
GAFFX: 0.53
VHYAX: 2.56

The current GAFFX Sharpe Ratio is 0.19, which is lower than the VHYAX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of GAFFX and VHYAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.19
0.56
GAFFX
VHYAX

Dividends

GAFFX vs. VHYAX - Dividend Comparison

GAFFX's dividend yield for the trailing twelve months is around 0.77%, less than VHYAX's 2.95% yield.


TTM20242023202220212020201920182017
GAFFX
American Funds Growth Fund of Amer F3
0.77%0.73%0.89%0.72%0.40%0.53%1.17%1.09%0.83%
VHYAX
Vanguard High Dividend Yield Index Fund Admiral Shares
2.95%2.72%3.10%2.98%2.74%3.16%3.00%0.00%0.00%

Drawdowns

GAFFX vs. VHYAX - Drawdown Comparison

The maximum GAFFX drawdown since its inception was -41.75%, which is greater than VHYAX's maximum drawdown of -35.14%. Use the drawdown chart below to compare losses from any high point for GAFFX and VHYAX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-16.18%
-7.36%
GAFFX
VHYAX

Volatility

GAFFX vs. VHYAX - Volatility Comparison

American Funds Growth Fund of Amer F3 (GAFFX) has a higher volatility of 15.26% compared to Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX) at 11.37%. This indicates that GAFFX's price experiences larger fluctuations and is considered to be riskier than VHYAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
15.26%
11.37%
GAFFX
VHYAX