HAGAX vs. RGAGX
Compare and contrast key facts about Carillon Eagle Mid Cap Growth Fund (HAGAX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
HAGAX is managed by Carillon Family of Funds. It was launched on Aug 20, 1998. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
HAGAX vs. RGAGX - Performance Comparison
Loading graphics...
HAGAX vs. RGAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HAGAX Carillon Eagle Mid Cap Growth Fund | -4.23% | 4.50% | 12.64% | 19.76% | -25.85% | 11.19% | 39.79% | 34.50% | -6.45% | 29.90% |
RGAGX American Funds The Growth Fund of America Class R-6 | -7.99% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, HAGAX achieves a -4.23% return, which is significantly higher than RGAGX's -7.99% return. Over the past 10 years, HAGAX has underperformed RGAGX with an annualized return of 10.76%, while RGAGX has yielded a comparatively higher 14.74% annualized return.
HAGAX
- 1D
- 3.80%
- 1M
- -5.50%
- YTD
- -4.23%
- 6M
- -6.81%
- 1Y
- 9.26%
- 3Y*
- 8.18%
- 5Y*
- 2.05%
- 10Y*
- 10.76%
RGAGX
- 1D
- 3.55%
- 1M
- -6.32%
- YTD
- -7.99%
- 6M
- -7.03%
- 1Y
- 17.19%
- 3Y*
- 20.63%
- 5Y*
- 9.29%
- 10Y*
- 14.74%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HAGAX vs. RGAGX - Expense Ratio Comparison
HAGAX has a 1.03% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Return for Risk
HAGAX vs. RGAGX — Risk / Return Rank
HAGAX
RGAGX
HAGAX vs. RGAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carillon Eagle Mid Cap Growth Fund (HAGAX) and American Funds The Growth Fund of America Class R-6 (RGAGX). 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.
| HAGAX | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.86 | -0.42 |
Sortino ratioReturn per unit of downside risk | 0.79 | 1.37 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.20 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 1.29 | -0.58 |
Martin ratioReturn relative to average drawdown | 2.52 | 4.90 | -2.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HAGAX | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.86 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.46 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.75 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.80 | -0.36 |
Correlation
The correlation between HAGAX and RGAGX is 0.92, 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
HAGAX vs. RGAGX - Dividend Comparison
HAGAX's dividend yield for the trailing twelve months is around 14.47%, more than RGAGX's 11.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAGAX Carillon Eagle Mid Cap Growth Fund | 14.47% | 13.86% | 13.00% | 11.74% | 1.41% | 10.82% | 2.26% | 2.19% | 5.95% | 2.69% | 0.00% | 1.67% |
RGAGX American Funds The Growth Fund of America Class R-6 | 11.95% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
HAGAX vs. RGAGX - Drawdown Comparison
The maximum HAGAX drawdown since its inception was -52.32%, which is greater than RGAGX's maximum drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for HAGAX and RGAGX.
Loading graphics...
Drawdown Indicators
| HAGAX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.32% | -36.19% | -16.13% |
Max Drawdown (1Y)Largest decline over 1 year | -14.11% | -13.71% | -0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -34.36% | -36.19% | +1.83% |
Max Drawdown (10Y)Largest decline over 10 years | -37.05% | -36.19% | -0.86% |
Current DrawdownCurrent decline from peak | -9.21% | -10.64% | +1.43% |
Average DrawdownAverage peak-to-trough decline | -12.70% | -5.53% | -7.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.02% | 3.62% | +0.40% |
Volatility
HAGAX vs. RGAGX - Volatility Comparison
Carillon Eagle Mid Cap Growth Fund (HAGAX) has a higher volatility of 7.43% compared to American Funds The Growth Fund of America Class R-6 (RGAGX) at 6.74%. This indicates that HAGAX's price experiences larger fluctuations and is considered to be riskier than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HAGAX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.43% | 6.74% | +0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 13.66% | 12.12% | +1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.62% | 21.00% | +2.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.90% | 20.23% | +1.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.79% | 19.64% | +2.15% |