PRGFX vs. RGAGX
Compare and contrast key facts about T. Rowe Price Growth Stock Fund (PRGFX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
PRGFX is managed by T. Rowe Price. It was launched on Apr 11, 1950. RGAGX is managed by American Funds. 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: PRGFX or RGAGX.
Key characteristics
| PRGFX | RGAGX | |
|---|---|---|
| YTD Return | 29.15% | 29.92% |
| 1Y Return | 34.62% | 46.68% |
| 3Y Return (Ann) | -2.41% | 6.42% |
| 5Y Return (Ann) | 9.72% | 16.89% |
| 10Y Return (Ann) | 6.99% | 14.37% |
| Sharpe Ratio | 2.00 | 2.99 |
| Sortino Ratio | 2.66 | 3.89 |
| Omega Ratio | 1.36 | 1.54 |
| Calmar Ratio | 0.97 | 2.42 |
| Martin Ratio | 9.88 | 19.66 |
| Ulcer Index | 3.39% | 2.31% |
| Daily Std Dev | 16.70% | 15.18% |
| Max Drawdown | -57.19% | -36.19% |
| Current Drawdown | -11.99% | 0.00% |
Correlation
The correlation between PRGFX and RGAGX is 0.95, 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.
Performance
PRGFX vs. RGAGX - Performance Comparison
The year-to-date returns for both investments are quite close, with PRGFX having a 29.15% return and RGAGX slightly higher at 29.92%. Over the past 10 years, PRGFX has underperformed RGAGX with an annualized return of 6.99%, while RGAGX has yielded a comparatively higher 14.37% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PRGFX vs. RGAGX - Expense Ratio Comparison
PRGFX has a 0.63% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Risk-Adjusted Performance
PRGFX vs. RGAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Growth Stock Fund (PRGFX) 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.
Dividends
PRGFX vs. RGAGX - Dividend Comparison
PRGFX has not paid dividends to shareholders, while RGAGX's dividend yield for the trailing twelve months is around 0.69%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRGFX T. Rowe Price Growth Stock Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.19% | 0.19% | 0.26% | 0.08% | 0.00% | 0.00% | 0.04% |
RGAGX American Funds The Growth Fund of America Class R-6 | 0.69% | 0.89% | 0.72% | 0.40% | 0.53% | 1.26% | 1.09% | 0.82% | 0.93% | 1.00% | 10.99% | 7.70% |
Drawdowns
PRGFX vs. RGAGX - Drawdown Comparison
The maximum PRGFX drawdown since its inception was -57.19%, which is greater than RGAGX's maximum drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for PRGFX and RGAGX. For additional features, visit the drawdowns tool.
Volatility
PRGFX vs. RGAGX - Volatility Comparison
T. Rowe Price Growth Stock Fund (PRGFX) has a higher volatility of 4.89% compared to American Funds The Growth Fund of America Class R-6 (RGAGX) at 4.49%. This indicates that PRGFX's price experiences larger fluctuations and is considered to be riskier than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.