GFACX vs. BLUEX
Compare and contrast key facts about American Funds The Growth Fund of America Fund Class C (GFACX) and AMG Veritas Global Real Return Fund (BLUEX).
GFACX is a passively managed fund by American Funds that tracks the performance of the S&P 500. It was launched on Mar 15, 2001. BLUEX is managed by AMG. It was launched on Jan 10, 1991.
Performance
GFACX vs. BLUEX - Performance Comparison
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GFACX vs. BLUEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GFACX American Funds The Growth Fund of America Fund Class C | -11.38% | 18.80% | 27.01% | 36.20% | -31.28% | 18.41% | 36.84% | 27.20% | -3.93% | 25.13% |
BLUEX AMG Veritas Global Real Return Fund | -9.67% | 4.45% | 7.24% | 14.35% | -14.30% | 3.22% | 34.74% | 35.34% | -4.91% | 27.86% |
Returns By Period
In the year-to-date period, GFACX achieves a -11.38% return, which is significantly lower than BLUEX's -9.67% return. Over the past 10 years, GFACX has outperformed BLUEX with an annualized return of 13.05%, while BLUEX has yielded a comparatively lower 9.23% annualized return.
GFACX
- 1D
- -0.48%
- 1M
- -9.70%
- YTD
- -11.38%
- 6M
- -10.24%
- 1Y
- 12.70%
- 3Y*
- 17.95%
- 5Y*
- 7.70%
- 10Y*
- 13.05%
BLUEX
- 1D
- 0.72%
- 1M
- -7.41%
- YTD
- -9.67%
- 6M
- -9.53%
- 1Y
- -8.25%
- 3Y*
- 2.35%
- 5Y*
- 0.57%
- 10Y*
- 9.23%
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GFACX vs. BLUEX - Expense Ratio Comparison
GFACX has a 1.35% expense ratio, which is higher than BLUEX's 1.15% expense ratio.
Return for Risk
GFACX vs. BLUEX — Risk / Return Rank
GFACX
BLUEX
GFACX vs. BLUEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Fund Class C (GFACX) and AMG Veritas Global Real Return Fund (BLUEX). 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.
| GFACX | BLUEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | -0.79 | +1.39 |
Sortino ratioReturn per unit of downside risk | 1.01 | -1.07 | +2.08 |
Omega ratioGain probability vs. loss probability | 1.14 | 0.87 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | -0.76 | +1.45 |
Martin ratioReturn relative to average drawdown | 2.66 | -2.67 | +5.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GFACX | BLUEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | -0.79 | +1.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.05 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.56 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.49 | -0.02 |
Correlation
The correlation between GFACX and BLUEX is 0.85, 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.
Dividends
GFACX vs. BLUEX - Dividend Comparison
GFACX's dividend yield for the trailing twelve months is around 14.02%, more than BLUEX's 0.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GFACX American Funds The Growth Fund of America Fund Class C | 14.02% | 12.43% | 10.01% | 7.82% | 4.22% | 9.11% | 4.48% | 7.03% | 12.28% | 7.04% | 6.43% | 8.73% |
BLUEX AMG Veritas Global Real Return Fund | 0.34% | 0.31% | 0.29% | 0.03% | 11.84% | 27.20% | 25.43% | 13.71% | 13.40% | 0.00% | 0.00% | 0.24% |
Drawdowns
GFACX vs. BLUEX - Drawdown Comparison
The maximum GFACX drawdown since its inception was -52.39%, roughly equal to the maximum BLUEX drawdown of -54.27%. Use the drawdown chart below to compare losses from any high point for GFACX and BLUEX.
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Drawdown Indicators
| GFACX | BLUEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.39% | -54.27% | +1.88% |
Max Drawdown (1Y)Largest decline over 1 year | -13.90% | -12.19% | -1.71% |
Max Drawdown (5Y)Largest decline over 5 years | -36.81% | -21.87% | -14.94% |
Max Drawdown (10Y)Largest decline over 10 years | -36.81% | -29.06% | -7.75% |
Current DrawdownCurrent decline from peak | -13.90% | -11.55% | -2.35% |
Average DrawdownAverage peak-to-trough decline | -9.20% | -13.39% | +4.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 3.48% | +0.13% |
Volatility
GFACX vs. BLUEX - Volatility Comparison
American Funds The Growth Fund of America Fund Class C (GFACX) has a higher volatility of 5.47% compared to AMG Veritas Global Real Return Fund (BLUEX) at 3.41%. This indicates that GFACX's price experiences larger fluctuations and is considered to be riskier than BLUEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GFACX | BLUEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 3.41% | +2.06% |
Volatility (6M)Calculated over the trailing 6-month period | 11.61% | 7.23% | +4.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.77% | 10.98% | +9.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.17% | 10.49% | +9.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.61% | 16.57% | +3.04% |