GINDX vs. AGTHX
Compare and contrast key facts about Gotham Index Plus Fund (GINDX) and American Funds The Growth Fund of America Class A (AGTHX).
GINDX is managed by Gotham. It was launched on Mar 31, 2015. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Performance
GINDX vs. AGTHX - Performance Comparison
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GINDX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GINDX Gotham Index Plus Fund | -4.73% | 22.25% | 25.96% | 26.40% | -11.61% | 32.73% | 6.79% | 19.39% | -3.49% | 26.05% |
AGTHX American Funds The Growth Fund of America Class A | -8.07% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Returns By Period
In the year-to-date period, GINDX achieves a -4.73% return, which is significantly higher than AGTHX's -8.07% return. Both investments have delivered pretty close results over the past 10 years, with GINDX having a 14.17% annualized return and AGTHX not far ahead at 14.32%.
GINDX
- 1D
- 2.50%
- 1M
- -4.33%
- YTD
- -4.73%
- 6M
- -0.60%
- 1Y
- 18.57%
- 3Y*
- 20.79%
- 5Y*
- 14.34%
- 10Y*
- 14.17%
AGTHX
- 1D
- 3.56%
- 1M
- -6.34%
- YTD
- -8.07%
- 6M
- -7.16%
- 1Y
- 16.84%
- 3Y*
- 20.26%
- 5Y*
- 8.96%
- 10Y*
- 14.32%
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GINDX vs. AGTHX - Expense Ratio Comparison
GINDX has a 1.15% expense ratio, which is higher than AGTHX's 0.61% expense ratio.
Return for Risk
GINDX vs. AGTHX — Risk / Return Rank
GINDX
AGTHX
GINDX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gotham Index Plus Fund (GINDX) 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.
| GINDX | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.84 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.63 | 1.34 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.19 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 1.26 | +0.19 |
Martin ratioReturn relative to average drawdown | 6.15 | 4.78 | +1.37 |
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
| GINDX | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.84 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.45 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.73 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.68 | +0.12 |
Correlation
The correlation between GINDX and AGTHX 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.
Dividends
GINDX vs. AGTHX - Dividend Comparison
GINDX's dividend yield for the trailing twelve months is around 3.43%, less than AGTHX's 11.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GINDX Gotham Index Plus Fund | 3.43% | 3.27% | 2.97% | 4.02% | 1.81% | 5.38% | 1.07% | 1.38% | 2.10% | 0.37% | 0.48% | 0.00% |
AGTHX American Funds The Growth Fund of America Class A | 11.63% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
GINDX vs. AGTHX - Drawdown Comparison
The maximum GINDX drawdown since its inception was -33.70%, smaller than the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for GINDX and AGTHX.
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Drawdown Indicators
| GINDX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.70% | -51.91% | +18.21% |
Max Drawdown (1Y)Largest decline over 1 year | -12.28% | -13.76% | +1.48% |
Max Drawdown (5Y)Largest decline over 5 years | -19.77% | -36.38% | +16.61% |
Max Drawdown (10Y)Largest decline over 10 years | -33.70% | -36.38% | +2.68% |
Current DrawdownCurrent decline from peak | -6.78% | -10.70% | +3.92% |
Average DrawdownAverage peak-to-trough decline | -4.05% | -9.23% | +5.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 3.63% | -0.73% |
Volatility
GINDX vs. AGTHX - Volatility Comparison
The current volatility for Gotham Index Plus Fund (GINDX) is 4.39%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 6.76%. This indicates that GINDX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GINDX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 6.76% | -2.37% |
Volatility (6M)Calculated over the trailing 6-month period | 9.39% | 12.13% | -2.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.19% | 21.01% | -2.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.80% | 20.23% | -3.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.21% | 19.64% | -1.43% |