PAXLX vs. AGTHX

In the year-to-date period, PAXLX achieves a -0.39% return, which is significantly lower than AGTHX's 3.26% return.

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PAXLX has a 0.97% expense ratio, which is higher than AGTHX's 0.61% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PAX LARGE CAP FUND (PAXLX) 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.

The current PAXLX Sharpe Ratio is -0.43, which is lower than the AGTHX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of PAXLX and AGTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PAXLX's dividend yield for the trailing twelve months is around 18.45%, more than AGTHX's 8.70% yield.

The maximum PAXLX drawdown since its inception was -37.18%, smaller than the maximum AGTHX drawdown of -51.65%. Use the drawdown chart below to compare losses from any high point for PAXLX and AGTHX.

The current volatility for PAX LARGE CAP FUND (PAXLX) is 4.83%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 5.51%. This indicates that PAXLX 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.