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LCEAX vs. AGTHX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

LCEAX vs. AGTHX

Last updated May 12, 2025

Compare and contrast key facts about Invesco Diversified Dividend Fund (LCEAX) and American Funds The Growth Fund of America Class A (AGTHX).

LCEAX is managed by Invesco. It was launched on Dec 31, 2001. 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: LCEAX or AGTHX.

Correlation

The correlation between LCEAX and AGTHX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

LCEAX vs. AGTHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Diversified Dividend Fund (LCEAX) and American Funds The Growth Fund of America Class A (AGTHX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

LCEAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

AGTHX

YTD

-2.42%

1M

8.16%

6M

-3.58%

1Y

11.77%

5Y*

14.04%

10Y*

12.24%

*Annualized

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LCEAX vs. AGTHX - Expense Ratio Comparison

LCEAX has a 0.81% expense ratio, which is higher than AGTHX's 0.61% expense ratio.

LCEAX
Invesco Diversified Dividend Fund
AGTHX
American Funds The Growth Fund of America Class A

Risk-Adjusted Performance

LCEAX vs. AGTHX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
LCEAX
The Risk-Adjusted Performance Rank of LCEAX is 1414
Overall Rank
The Sharpe Ratio Rank of LCEAX is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of LCEAX is 1414
Sortino Ratio Rank
The Omega Ratio Rank of LCEAX is 1414
Omega Ratio Rank
The Calmar Ratio Rank of LCEAX is 1414
Calmar Ratio Rank
The Martin Ratio Rank of LCEAX is 1515
Martin Ratio Rank
AGTHX
The Risk-Adjusted Performance Rank of AGTHX is 6363
Overall Rank
The Sharpe Ratio Rank of AGTHX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of AGTHX is 6060
Sortino Ratio Rank
The Omega Ratio Rank of AGTHX is 6060
Omega Ratio Rank
The Calmar Ratio Rank of AGTHX is 7373
Calmar Ratio Rank
The Martin Ratio Rank of AGTHX is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LCEAX vs. AGTHX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Diversified Dividend Fund (LCEAX) 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.

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Dividends

LCEAX vs. AGTHX - Dividend Comparison

LCEAX has not paid dividends to shareholders, while AGTHX's dividend yield for the trailing twelve months is around 9.21%.

TTM20242023202220212020201920182017201620152014
LCEAX
Invesco Diversified Dividend 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

LCEAX vs. AGTHX - Drawdown Comparison

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Volatility

LCEAX vs. AGTHX - Volatility Comparison

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