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 0.95, 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
Loading data...
Key characteristics
JGVVX:
12.25%
AGTHX:
22.58%
JGVVX:
-0.85%
AGTHX:
-51.65%
JGVVX:
0.00%
AGTHX:
-8.51%
Returns By Period
JGVVX
N/A
N/A
N/A
N/A
N/A
N/A
AGTHX
-2.42%
8.16%
-3.58%
11.77%
14.04%
12.24%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Loading data...
Dividends
JGVVX vs. AGTHX - Dividend Comparison
JGVVX has not paid dividends to shareholders, while AGTHX's dividend yield for the trailing twelve months is around 9.21%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGVVX JPMorgan Growth Advantage Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AGTHX American Funds The Growth Fund of America Class A | 9.21% | 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 -0.85%, smaller than the maximum AGTHX drawdown of -51.65%. Use the drawdown chart below to compare losses from any high point for JGVVX and AGTHX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
JGVVX vs. AGTHX - Volatility Comparison
Loading data...