HAGAX vs. RGAGX

In the year-to-date period, HAGAX achieves a 7.16% return, which is significantly higher than RGAGX's 4.65% return. Over the past 10 years, HAGAX has underperformed RGAGX with an annualized return of 6.23%, while RGAGX has yielded a comparatively higher 7.20% annualized return.

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HAGAX has a 1.03% expense ratio, which is higher than RGAGX's 0.30% expense ratio.

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.

The current HAGAX Sharpe Ratio is 0.31, which is lower than the RGAGX Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of HAGAX and RGAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HAGAX has not paid dividends to shareholders, while RGAGX's dividend yield for the trailing twelve months is around 0.70%.

The maximum HAGAX drawdown since its inception was -58.41%, which is greater than RGAGX's maximum drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for HAGAX and RGAGX. For additional features, visit the drawdowns tool.

Carillon Eagle Mid Cap Growth Fund (HAGAX) has a higher volatility of 14.22% compared to American Funds The Growth Fund of America Class R-6 (RGAGX) at 4.99%. 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.