LCEAX vs. AGTHX
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.
Performance
LCEAX vs. AGTHX - Performance Comparison
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LCEAX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCEAX Invesco Diversified Dividend Fund | -1.63% | 15.56% | 13.09% | 8.88% | -1.67% | 18.98% | 0.10% | 25.05% | -7.84% | 7.49% |
AGTHX American Funds The Growth Fund of America Class A | -11.22% | 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, LCEAX achieves a -1.63% return, which is significantly higher than AGTHX's -11.22% return. Over the past 10 years, LCEAX has underperformed AGTHX with an annualized return of 8.13%, while AGTHX has yielded a comparatively higher 13.92% annualized return.
LCEAX
- 1D
- -0.33%
- 1M
- -7.02%
- YTD
- -1.63%
- 6M
- 1.65%
- 1Y
- 11.65%
- 3Y*
- 11.92%
- 5Y*
- 8.57%
- 10Y*
- 8.13%
AGTHX
- 1D
- -0.47%
- 1M
- -9.65%
- YTD
- -11.22%
- 6M
- -9.87%
- 1Y
- 13.59%
- 3Y*
- 18.87%
- 5Y*
- 8.53%
- 10Y*
- 13.92%
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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.
Return for Risk
LCEAX vs. AGTHX — Risk / Return Rank
LCEAX
AGTHX
LCEAX vs. AGTHX - Risk-Adjusted Trends 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.
| LCEAX | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.65 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.07 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.15 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 0.76 | +0.32 |
Martin ratioReturn relative to average drawdown | 4.66 | 2.93 | +1.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LCEAX | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.65 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.42 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.71 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.68 | -0.20 |
Correlation
The correlation between LCEAX and AGTHX is 0.81, 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
LCEAX vs. AGTHX - Dividend Comparison
LCEAX's dividend yield for the trailing twelve months is around 12.79%, more than AGTHX's 12.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCEAX Invesco Diversified Dividend Fund | 12.79% | 12.54% | 12.00% | 7.87% | 12.23% | 18.25% | 3.76% | 5.02% | 7.74% | 1.86% | 3.51% | 5.89% |
AGTHX American Funds The Growth Fund of America Class A | 12.05% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
LCEAX vs. AGTHX - Drawdown Comparison
The maximum LCEAX drawdown since its inception was -50.30%, roughly equal to the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for LCEAX and AGTHX.
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Drawdown Indicators
| LCEAX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.30% | -51.91% | +1.61% |
Max Drawdown (1Y)Largest decline over 1 year | -10.41% | -13.76% | +3.35% |
Max Drawdown (5Y)Largest decline over 5 years | -16.10% | -36.38% | +20.28% |
Max Drawdown (10Y)Largest decline over 10 years | -36.16% | -36.38% | +0.22% |
Current DrawdownCurrent decline from peak | -7.50% | -13.76% | +6.26% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -9.23% | +3.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 3.57% | -1.16% |
Volatility
LCEAX vs. AGTHX - Volatility Comparison
The current volatility for Invesco Diversified Dividend Fund (LCEAX) is 3.46%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 5.46%. This indicates that LCEAX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCEAX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 5.46% | -2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 7.34% | 11.61% | -4.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.22% | 20.76% | -6.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.65% | 20.17% | -6.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.34% | 19.61% | -4.27% |