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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JIBCX or AGTHX.
Key characteristics
| JIBCX | AGTHX | |
|---|---|---|
| YTD Return | 24.58% | 19.32% |
| 1Y Return | 37.03% | 32.33% |
| 3Y Return (Ann) | 4.51% | 5.30% |
| 5Y Return (Ann) | 14.15% | 15.29% |
| 10Y Return (Ann) | 12.91% | 13.05% |
| Sharpe Ratio | 2.06 | 1.66 |
| Daily Std Dev | 17.81% | 19.26% |
| Max Drawdown | -54.53% | -65.31% |
| Current Drawdown | -4.60% | -1.35% |
Correlation
The correlation between JIBCX 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
JIBCX vs. AGTHX - Performance Comparison
In the year-to-date period, JIBCX achieves a 24.58% return, which is significantly higher than AGTHX's 19.32% return. Both investments have delivered pretty close results over the past 10 years, with JIBCX having a 12.91% annualized return and AGTHX not far ahead at 13.05%. 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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JIBCX vs. AGTHX - Expense Ratio Comparison
JIBCX has a 0.81% expense ratio, which is higher than AGTHX's 0.61% expense ratio.
Risk-Adjusted Performance
JIBCX vs. AGTHX - Risk-Adjusted Performance 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.
Dividends
JIBCX vs. AGTHX - Dividend Comparison
JIBCX's dividend yield for the trailing twelve months is around 2.59%, less than AGTHX's 5.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIBCX John Hancock Funds II Blue Chip Growth Fund | 2.59% | 3.23% | 5.57% | 16.46% | 4.72% | 1.46% | 7.73% | 16.16% | 6.39% | 13.20% | 0.00% | 0.23% |
AGTHX American Funds The Growth Fund of America Class A | 5.71% | 6.81% | 0.75% | 8.18% | 4.55% | 7.89% | 12.71% | 7.54% | 6.61% | 8.87% | 9.90% | 6.71% |
Drawdowns
JIBCX vs. AGTHX - Drawdown Comparison
The maximum JIBCX drawdown since its inception was -54.53%, smaller than the maximum AGTHX drawdown of -65.31%. Use the drawdown chart below to compare losses from any high point for JIBCX and AGTHX. For additional features, visit the drawdowns tool.
Volatility
JIBCX vs. AGTHX - Volatility Comparison
John Hancock Funds II Blue Chip Growth Fund (JIBCX) has a higher volatility of 5.59% compared to American Funds The Growth Fund of America Class A (AGTHX) at 4.93%. 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.