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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GINDX or AGTHX.
Correlation
The correlation between GINDX and AGTHX is 0.84, 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
GINDX vs. AGTHX - Performance Comparison
Key characteristics
GINDX:
0.02
AGTHX:
0.20
GINDX:
0.16
AGTHX:
0.43
GINDX:
1.02
AGTHX:
1.06
GINDX:
0.02
AGTHX:
0.21
GINDX:
0.08
AGTHX:
0.84
GINDX:
4.55%
AGTHX:
5.31%
GINDX:
19.81%
AGTHX:
22.19%
GINDX:
-33.70%
AGTHX:
-65.31%
GINDX:
-14.90%
AGTHX:
-16.62%
Returns By Period
In the year-to-date period, GINDX achieves a -8.71% return, which is significantly higher than AGTHX's -11.07% return. Over the past 10 years, GINDX has underperformed AGTHX with an annualized return of 10.25%, while AGTHX has yielded a comparatively higher 11.25% annualized return.
GINDX
-8.71%
-7.20%
-11.90%
1.73%
13.25%
10.25%
AGTHX
-11.07%
-7.44%
-9.42%
5.61%
12.53%
11.25%
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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.
Risk-Adjusted Performance
GINDX vs. AGTHX — Risk-Adjusted Performance Rank
GINDX
AGTHX
GINDX vs. AGTHX - Risk-Adjusted Performance 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.
Dividends
GINDX vs. AGTHX - Dividend Comparison
GINDX has not paid dividends to shareholders, while AGTHX's dividend yield for the trailing twelve months is around 10.10%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GINDX Gotham Index Plus Fund | 0.00% | 0.00% | 0.63% | 0.00% | 0.47% | 1.07% | 1.38% | 0.42% | 0.37% | 0.49% | 0.66% | 0.00% |
AGTHX American Funds The Growth Fund of America Class A | 10.10% | 8.99% | 6.81% | 0.75% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% | 9.90% |
Drawdowns
GINDX vs. AGTHX - Drawdown Comparison
The maximum GINDX drawdown since its inception was -33.70%, smaller than the maximum AGTHX drawdown of -65.31%. Use the drawdown chart below to compare losses from any high point for GINDX and AGTHX. For additional features, visit the drawdowns tool.
Volatility
GINDX vs. AGTHX - Volatility Comparison
The current volatility for Gotham Index Plus Fund (GINDX) is 13.61%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 14.83%. 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.