JGVVX vs. AGTHX
Compare and contrast key facts about JPMorgan Growth Advantage Fund (JGVVX) and American Funds The Growth Fund of America Class A (AGTHX).
JGVVX is managed by JPMorgan. It was launched on Dec 23, 2013. 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: JGVVX or AGTHX.
Correlation
The correlation between JGVVX and AGTHX is 0.96, 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
JGVVX vs. AGTHX - Performance Comparison
Key characteristics
JGVVX:
0.07
AGTHX:
0.20
JGVVX:
0.26
AGTHX:
0.43
JGVVX:
1.04
AGTHX:
1.06
JGVVX:
0.07
AGTHX:
0.21
JGVVX:
0.25
AGTHX:
0.84
JGVVX:
6.50%
AGTHX:
5.31%
JGVVX:
25.03%
AGTHX:
22.19%
JGVVX:
-34.92%
AGTHX:
-65.31%
JGVVX:
-19.10%
AGTHX:
-16.62%
Returns By Period
In the year-to-date period, JGVVX achieves a -14.50% return, which is significantly lower than AGTHX's -11.07% return. Over the past 10 years, JGVVX has outperformed AGTHX with an annualized return of 14.66%, while AGTHX has yielded a comparatively lower 11.25% annualized return.
JGVVX
-14.50%
-7.50%
-11.74%
3.34%
16.03%
14.66%
AGTHX
-11.07%
-7.44%
-9.42%
5.61%
12.53%
11.25%
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JGVVX vs. AGTHX - Expense Ratio Comparison
JGVVX has a 0.55% expense ratio, which is lower than AGTHX's 0.61% expense ratio.
Risk-Adjusted Performance
JGVVX vs. AGTHX — Risk-Adjusted Performance Rank
JGVVX
AGTHX
JGVVX vs. AGTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (JGVVX) 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
JGVVX vs. AGTHX - Dividend Comparison
JGVVX's dividend yield for the trailing twelve months is around 6.56%, less than AGTHX's 10.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGVVX JPMorgan Growth Advantage Fund | 6.56% | 5.61% | 0.58% | 0.38% | 14.11% | 9.86% | 9.28% | 9.37% | 4.04% | 0.00% | 3.42% | 3.83% |
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
JGVVX vs. AGTHX - Drawdown Comparison
The maximum JGVVX drawdown since its inception was -34.92%, smaller than the maximum AGTHX drawdown of -65.31%. Use the drawdown chart below to compare losses from any high point for JGVVX and AGTHX. For additional features, visit the drawdowns tool.
Volatility
JGVVX vs. AGTHX - Volatility Comparison
JPMorgan Growth Advantage Fund (JGVVX) has a higher volatility of 16.15% compared to American Funds The Growth Fund of America Class A (AGTHX) at 14.83%. This indicates that JGVVX's price experiences larger fluctuations and is considered to be riskier than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.