JGGI.L vs. AGTHX
Compare and contrast key facts about JP Morgan Global Growth & Income plc (JGGI.L) and American Funds The Growth Fund of America Class A (AGTHX).
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: JGGI.L or AGTHX.
Key characteristics
| JGGI.L | AGTHX | |
|---|---|---|
| YTD Return | 12.76% | 19.11% |
| 1Y Return | 18.78% | 31.39% |
| 3Y Return (Ann) | 11.90% | 5.08% |
| 5Y Return (Ann) | 13.69% | 15.10% |
| 10Y Return (Ann) | 12.66% | 13.04% |
| Sharpe Ratio | 1.47 | 1.59 |
| Daily Std Dev | 13.37% | 19.31% |
| Max Drawdown | -54.88% | -65.31% |
| Current Drawdown | -3.85% | -1.52% |
Correlation
The correlation between JGGI.L and AGTHX is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
JGGI.L vs. AGTHX - Performance Comparison
In the year-to-date period, JGGI.L achieves a 12.76% return, which is significantly lower than AGTHX's 19.11% return. Both investments have delivered pretty close results over the past 10 years, with JGGI.L having a 12.66% annualized return and AGTHX not far ahead at 13.04%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
JGGI.L vs. AGTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JP Morgan Global Growth & Income plc (JGGI.L) 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
JGGI.L vs. AGTHX - Dividend Comparison
JGGI.L's dividend yield for the trailing twelve months is around 3.54%, less than AGTHX's 5.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGGI.L JP Morgan Global Growth & Income plc | 3.54% | 3.52% | 3.99% | 3.23% | 2.55% | 0.04% | 0.04% | 0.03% | 0.02% | 0.02% | 0.01% | 1.60% |
AGTHX American Funds The Growth Fund of America Class A | 5.72% | 6.81% | 0.75% | 8.18% | 4.55% | 7.89% | 12.71% | 7.54% | 6.61% | 8.87% | 9.90% | 6.71% |
Drawdowns
JGGI.L vs. AGTHX - Drawdown Comparison
The maximum JGGI.L drawdown since its inception was -54.88%, smaller than the maximum AGTHX drawdown of -65.31%. Use the drawdown chart below to compare losses from any high point for JGGI.L and AGTHX. For additional features, visit the drawdowns tool.
Volatility
JGGI.L vs. AGTHX - Volatility Comparison
JP Morgan Global Growth & Income plc (JGGI.L) and American Funds The Growth Fund of America Class A (AGTHX) have volatilities of 5.07% and 5.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.