PGGAX vs. FGIAX
Compare and contrast key facts about American Funds Global Growth Portfolio Class A (PGGAX) and Nuveen Global Infrastructure Fund Class A (FGIAX).
PGGAX is an actively managed fund by American Funds. It was launched on May 18, 2012. FGIAX is a passively managed fund by Nuveen that tracks the performance of the S&P Global Infrastructure Index NR. It was launched on Dec 17, 2007.
Performance
PGGAX vs. FGIAX - Performance Comparison
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PGGAX vs. FGIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGGAX American Funds Global Growth Portfolio Class A | -3.99% | 23.05% | 14.85% | 24.09% | -25.77% | 12.98% | 27.38% | 27.93% | -8.97% | 28.63% |
FGIAX Nuveen Global Infrastructure Fund Class A | 10.36% | 17.73% | 10.70% | 8.51% | -6.23% | 14.51% | -2.76% | 29.32% | -7.91% | 19.40% |
Returns By Period
In the year-to-date period, PGGAX achieves a -3.99% return, which is significantly lower than FGIAX's 10.36% return. Over the past 10 years, PGGAX has outperformed FGIAX with an annualized return of 10.97%, while FGIAX has yielded a comparatively lower 8.78% annualized return.
PGGAX
- 1D
- 3.14%
- 1M
- -7.33%
- YTD
- -3.99%
- 6M
- -0.98%
- 1Y
- 20.98%
- 3Y*
- 15.64%
- 5Y*
- 6.36%
- 10Y*
- 10.97%
FGIAX
- 1D
- 0.76%
- 1M
- -2.77%
- YTD
- 10.36%
- 6M
- 10.94%
- 1Y
- 21.22%
- 3Y*
- 14.32%
- 5Y*
- 10.46%
- 10Y*
- 8.78%
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PGGAX vs. FGIAX - Expense Ratio Comparison
PGGAX has a 0.78% expense ratio, which is lower than FGIAX's 1.21% expense ratio.
Return for Risk
PGGAX vs. FGIAX — Risk / Return Rank
PGGAX
FGIAX
PGGAX vs. FGIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Growth Portfolio Class A (PGGAX) and Nuveen Global Infrastructure Fund Class A (FGIAX). 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.
| PGGAX | FGIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.79 | -0.53 |
Sortino ratioReturn per unit of downside risk | 1.85 | 2.30 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.36 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 2.73 | -0.90 |
Martin ratioReturn relative to average drawdown | 7.59 | 12.62 | -5.03 |
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
| PGGAX | FGIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.79 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.80 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.58 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.42 | +0.26 |
Correlation
The correlation between PGGAX and FGIAX is 0.70, 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
PGGAX vs. FGIAX - Dividend Comparison
PGGAX's dividend yield for the trailing twelve months is around 5.84%, less than FGIAX's 9.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGGAX American Funds Global Growth Portfolio Class A | 5.84% | 5.61% | 4.31% | 0.95% | 7.97% | 3.34% | 0.78% | 4.90% | 5.69% | 6.22% | 3.70% | 3.98% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.05% | 9.99% | 7.46% | 2.27% | 6.11% | 7.20% | 1.38% | 7.06% | 6.32% | 5.83% | 8.23% | 3.05% |
Drawdowns
PGGAX vs. FGIAX - Drawdown Comparison
The maximum PGGAX drawdown since its inception was -34.41%, smaller than the maximum FGIAX drawdown of -49.35%. Use the drawdown chart below to compare losses from any high point for PGGAX and FGIAX.
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Drawdown Indicators
| PGGAX | FGIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.41% | -49.35% | +14.94% |
Max Drawdown (1Y)Largest decline over 1 year | -11.49% | -8.29% | -3.20% |
Max Drawdown (5Y)Largest decline over 5 years | -34.41% | -21.08% | -13.33% |
Max Drawdown (10Y)Largest decline over 10 years | -34.41% | -38.02% | +3.61% |
Current DrawdownCurrent decline from peak | -8.51% | -3.06% | -5.45% |
Average DrawdownAverage peak-to-trough decline | -5.97% | -7.22% | +1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 1.79% | +0.98% |
Volatility
PGGAX vs. FGIAX - Volatility Comparison
American Funds Global Growth Portfolio Class A (PGGAX) has a higher volatility of 6.67% compared to Nuveen Global Infrastructure Fund Class A (FGIAX) at 4.15%. This indicates that PGGAX's price experiences larger fluctuations and is considered to be riskier than FGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGGAX | FGIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.67% | 4.15% | +2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 11.05% | 7.07% | +3.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.32% | 12.28% | +5.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.94% | 13.08% | +3.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.19% | 15.17% | +2.02% |