JIBCX vs. AGTHX
Compare and contrast key facts about John Hancock Funds II Blue Chip Growth Fund (JIBCX) and American Funds The Growth Fund of America Class A (AGTHX).
JIBCX is managed by John Hancock. It was launched on Oct 14, 2005. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Performance
JIBCX vs. AGTHX - Performance Comparison
Loading graphics...
JIBCX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIBCX John Hancock Funds II Blue Chip Growth Fund | -11.51% | 8.28% | 35.89% | 49.47% | -38.12% | 16.88% | 34.25% | 29.71% | 1.72% | 36.25% |
AGTHX American Funds The Growth Fund of America Class A | -8.07% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Returns By Period
In the year-to-date period, JIBCX achieves a -11.51% return, which is significantly lower than AGTHX's -8.07% return. Both investments have delivered pretty close results over the past 10 years, with JIBCX having a 13.64% annualized return and AGTHX not far ahead at 14.32%.
JIBCX
- 1D
- 3.96%
- 1M
- -5.57%
- YTD
- -11.51%
- 6M
- -18.02%
- 1Y
- 4.57%
- 3Y*
- 18.67%
- 5Y*
- 6.56%
- 10Y*
- 13.64%
AGTHX
- 1D
- 3.56%
- 1M
- -6.34%
- YTD
- -8.07%
- 6M
- -7.16%
- 1Y
- 16.84%
- 3Y*
- 20.26%
- 5Y*
- 8.96%
- 10Y*
- 14.32%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JIBCX vs. AGTHX - Expense Ratio Comparison
JIBCX has a 0.81% expense ratio, which is higher than AGTHX's 0.61% expense ratio.
Return for Risk
JIBCX vs. AGTHX — Risk / Return Rank
JIBCX
AGTHX
JIBCX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds II Blue Chip Growth Fund (JIBCX) 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.
| JIBCX | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.24 | 0.84 | -0.60 |
Sortino ratioReturn per unit of downside risk | 0.54 | 1.34 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.19 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | -0.30 | 1.26 | -1.57 |
Martin ratioReturn relative to average drawdown | -0.71 | 4.78 | -5.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JIBCX | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | 0.84 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.45 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.73 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.68 | -0.19 |
Correlation
The correlation between JIBCX and AGTHX is 0.93, 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.
Dividends
JIBCX vs. AGTHX - Dividend Comparison
JIBCX has not paid dividends to shareholders, while AGTHX's dividend yield for the trailing twelve months is around 11.63%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIBCX John Hancock Funds II Blue Chip Growth Fund | 0.00% | 0.00% | 6.97% | 3.23% | 5.57% | 16.46% | 4.72% | 1.46% | 7.73% | 16.16% | 6.35% | 13.20% |
AGTHX American Funds The Growth Fund of America Class A | 11.63% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
JIBCX vs. AGTHX - Drawdown Comparison
The maximum JIBCX drawdown since its inception was -54.15%, roughly equal to the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for JIBCX and AGTHX.
Loading graphics...
Drawdown Indicators
| JIBCX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.15% | -51.91% | -2.24% |
Max Drawdown (1Y)Largest decline over 1 year | -24.47% | -13.76% | -10.71% |
Max Drawdown (5Y)Largest decline over 5 years | -42.74% | -36.38% | -6.36% |
Max Drawdown (10Y)Largest decline over 10 years | -42.74% | -36.38% | -6.36% |
Current DrawdownCurrent decline from peak | -21.48% | -10.70% | -10.78% |
Average DrawdownAverage peak-to-trough decline | -9.26% | -9.23% | -0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.51% | 3.63% | +6.88% |
Volatility
JIBCX vs. AGTHX - Volatility Comparison
John Hancock Funds II Blue Chip Growth Fund (JIBCX) has a higher volatility of 7.11% compared to American Funds The Growth Fund of America Class A (AGTHX) at 6.76%. This indicates that JIBCX'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.
Loading graphics...
Volatility by Period
| JIBCX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.11% | 6.76% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 15.08% | 12.13% | +2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.49% | 21.01% | +5.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.53% | 20.23% | +4.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.98% | 19.64% | +3.34% |