NDARX vs. RGAGX
Compare and contrast key facts about American Funds Retirement Income Portfolio - Enhanced (NDARX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
NDARX is managed by American Funds. It was launched on Aug 27, 2015. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
NDARX vs. RGAGX - Performance Comparison
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NDARX vs. RGAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NDARX American Funds Retirement Income Portfolio - Enhanced | -0.59% | 17.21% | 11.68% | 12.03% | -10.98% | 15.09% | 7.10% | 17.88% | -4.99% | 13.62% |
RGAGX American Funds The Growth Fund of America Class R-6 | -7.99% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, NDARX achieves a -0.59% return, which is significantly higher than RGAGX's -7.99% return. Over the past 10 years, NDARX has underperformed RGAGX with an annualized return of 7.91%, while RGAGX has yielded a comparatively higher 14.74% annualized return.
NDARX
- 1D
- 1.62%
- 1M
- -4.80%
- YTD
- -0.59%
- 6M
- 1.78%
- 1Y
- 13.91%
- 3Y*
- 12.31%
- 5Y*
- 7.28%
- 10Y*
- 7.91%
RGAGX
- 1D
- 3.55%
- 1M
- -6.32%
- YTD
- -7.99%
- 6M
- -7.03%
- 1Y
- 17.19%
- 3Y*
- 20.63%
- 5Y*
- 9.29%
- 10Y*
- 14.74%
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NDARX vs. RGAGX - Expense Ratio Comparison
NDARX has a 0.34% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Return for Risk
NDARX vs. RGAGX — Risk / Return Rank
NDARX
RGAGX
NDARX vs. RGAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Retirement Income Portfolio - Enhanced (NDARX) and American Funds The Growth Fund of America Class R-6 (RGAGX). 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.
| NDARX | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 0.86 | +0.61 |
Sortino ratioReturn per unit of downside risk | 2.06 | 1.37 | +0.69 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.20 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 1.29 | +0.66 |
Martin ratioReturn relative to average drawdown | 8.65 | 4.90 | +3.75 |
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
| NDARX | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 0.86 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.46 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.75 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.80 | 0.00 |
Correlation
The correlation between NDARX and RGAGX is 0.85, 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
NDARX vs. RGAGX - Dividend Comparison
NDARX's dividend yield for the trailing twelve months is around 5.27%, less than RGAGX's 11.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NDARX American Funds Retirement Income Portfolio - Enhanced | 5.27% | 5.78% | 3.07% | 3.37% | 5.60% | 4.29% | 2.91% | 4.03% | 4.29% | 2.68% | 2.86% | 0.00% |
RGAGX American Funds The Growth Fund of America Class R-6 | 11.95% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
NDARX vs. RGAGX - Drawdown Comparison
The maximum NDARX drawdown since its inception was -23.62%, smaller than the maximum RGAGX drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for NDARX and RGAGX.
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Drawdown Indicators
| NDARX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.62% | -36.19% | +12.57% |
Max Drawdown (1Y)Largest decline over 1 year | -7.46% | -13.71% | +6.25% |
Max Drawdown (5Y)Largest decline over 5 years | -18.37% | -36.19% | +17.82% |
Max Drawdown (10Y)Largest decline over 10 years | -23.62% | -36.19% | +12.57% |
Current DrawdownCurrent decline from peak | -5.28% | -10.64% | +5.36% |
Average DrawdownAverage peak-to-trough decline | -3.13% | -5.53% | +2.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.68% | 3.62% | -1.94% |
Volatility
NDARX vs. RGAGX - Volatility Comparison
The current volatility for American Funds Retirement Income Portfolio - Enhanced (NDARX) is 3.75%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 6.74%. This indicates that NDARX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NDARX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | 6.74% | -2.99% |
Volatility (6M)Calculated over the trailing 6-month period | 5.99% | 12.12% | -6.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.80% | 21.00% | -11.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.45% | 20.23% | -10.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.19% | 19.64% | -9.45% |