PSPTX vs. AGTHX
Compare and contrast key facts about PIMCO StocksPLUS Absolute Return Fund (PSPTX) and American Funds The Growth Fund of America Class A (AGTHX).
PSPTX is managed by PIMCO. It was launched on Jun 28, 2002. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Performance
PSPTX vs. AGTHX - Performance Comparison
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PSPTX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSPTX PIMCO StocksPLUS Absolute Return Fund | -5.59% | 16.07% | 25.78% | 26.92% | -22.08% | 27.99% | 18.86% | 36.66% | -5.65% | 23.90% |
AGTHX American Funds The Growth Fund of America Class A | -8.07% | 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, PSPTX achieves a -5.59% return, which is significantly higher than AGTHX's -8.07% return. Both investments have delivered pretty close results over the past 10 years, with PSPTX having a 14.12% annualized return and AGTHX not far ahead at 14.32%.
PSPTX
- 1D
- 3.18%
- 1M
- -6.11%
- YTD
- -5.59%
- 6M
- -5.95%
- 1Y
- 13.14%
- 3Y*
- 17.75%
- 5Y*
- 10.15%
- 10Y*
- 14.12%
AGTHX
- 1D
- 3.56%
- 1M
- -6.34%
- YTD
- -8.07%
- 6M
- -7.16%
- 1Y
- 16.84%
- 3Y*
- 20.26%
- 5Y*
- 8.96%
- 10Y*
- 14.32%
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PSPTX vs. AGTHX - Expense Ratio Comparison
PSPTX has a 0.65% expense ratio, which is higher than AGTHX's 0.61% expense ratio.
Return for Risk
PSPTX vs. AGTHX — Risk / Return Rank
PSPTX
AGTHX
PSPTX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Absolute Return Fund (PSPTX) 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.
| PSPTX | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.84 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.10 | 1.34 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.26 | -0.35 |
Martin ratioReturn relative to average drawdown | 3.33 | 4.78 | -1.45 |
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
| PSPTX | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.84 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.45 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.73 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.68 | -0.11 |
Correlation
The correlation between PSPTX and AGTHX is 0.92, 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
PSPTX vs. AGTHX - Dividend Comparison
PSPTX's dividend yield for the trailing twelve months is around 14.21%, more than AGTHX's 11.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSPTX PIMCO StocksPLUS Absolute Return Fund | 14.21% | 14.54% | 10.60% | 2.60% | 4.72% | 32.14% | 4.56% | 11.00% | 11.46% | 17.93% | 0.16% | 5.71% |
AGTHX American Funds The Growth Fund of America Class A | 11.63% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
PSPTX vs. AGTHX - Drawdown Comparison
The maximum PSPTX drawdown since its inception was -61.82%, which is greater than AGTHX's maximum drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for PSPTX and AGTHX.
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Drawdown Indicators
| PSPTX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.82% | -51.91% | -9.91% |
Max Drawdown (1Y)Largest decline over 1 year | -13.41% | -13.76% | +0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -28.53% | -36.38% | +7.85% |
Max Drawdown (10Y)Largest decline over 10 years | -39.47% | -36.38% | -3.09% |
Current DrawdownCurrent decline from peak | -9.92% | -10.70% | +0.78% |
Average DrawdownAverage peak-to-trough decline | -6.79% | -9.23% | +2.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 3.63% | +0.07% |
Volatility
PSPTX vs. AGTHX - Volatility Comparison
The current volatility for PIMCO StocksPLUS Absolute Return Fund (PSPTX) is 6.09%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 6.76%. This indicates that PSPTX 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
| PSPTX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 6.76% | -0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 10.84% | 12.13% | -1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.62% | 21.01% | -1.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.72% | 20.23% | -2.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.89% | 19.64% | -0.75% |