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 | 19.91% | 28.89% |
| 1Y Return | 26.31% | 43.35% |
| 3Y Return (Ann) | 12.54% | 4.23% |
| 5Y Return (Ann) | 15.03% | 15.73% |
| 10Y Return (Ann) | 13.38% | 13.68% |
| Sharpe Ratio | 1.93 | 2.87 |
| Sortino Ratio | 2.71 | 3.76 |
| Omega Ratio | 1.35 | 1.52 |
| Calmar Ratio | 3.05 | 2.00 |
| Martin Ratio | 10.90 | 18.74 |
| Ulcer Index | 2.37% | 2.32% |
| Daily Std Dev | 13.34% | 15.19% |
| Max Drawdown | -54.88% | -65.35% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between JGGI.L and AGTHX is 0.27, 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 19.91% return, which is significantly lower than AGTHX's 28.89% return. Both investments have delivered pretty close results over the past 10 years, with JGGI.L having a 13.38% annualized return and AGTHX not far ahead at 13.68%. 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 3.33%, less than AGTHX's 5.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGGI.L JP Morgan Global Growth & Income plc | 3.33% | 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 | 5.28% | 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 -65.35%. 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
The current volatility for JP Morgan Global Growth & Income plc (JGGI.L) is 4.12%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 4.48%. This indicates that JGGI.L 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.