RAFGX vs. AQEIX

Last updated Jun 25, 2026

RAFGX (American Funds AMCAP Fund Class R-6) and AQEIX (LKCM Aquinas Catholic Equity Fund) are both Large Cap Growth Equities funds. Over the past 10 years, RAFGX returned 13.05%/yr vs 10.86%/yr for AQEIX. Their correlation of 0.92 suggests significant overlap in exposure. RAFGX charges 0.33%/yr vs 1.00%/yr for AQEIX.

Performance

RAFGX vs. AQEIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds AMCAP Fund Class R-6 (RAFGX) and LKCM Aquinas Catholic Equity Fund (AQEIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RAFGX achieves a 3.08% return, which is significantly higher than AQEIX's -0.79% return. Over the past 10 years, RAFGX has outperformed AQEIX with an annualized return of 13.05%, while AQEIX has yielded a comparatively lower 10.86% annualized return.

RAFGX

• 1D: -1.22%
• 1M: -0.95%
• YTD: 3.08%
• 6M: 2.04%
• 1Y: 14.85%
• 3Y*: 18.43%
• 5Y*: 8.91%
• 10Y*: 13.05%

AQEIX

• 1D: -0.51%
• 1M: -2.93%
• YTD: -0.79%
• 6M: -1.67%
• 1Y: 3.29%
• 3Y*: 8.80%
• 5Y*: 4.32%
• 10Y*: 10.86%

*Multi-year figures are annualized to reflect compound growth (CAGR)

RAFGX vs. AQEIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RAFGX American Funds AMCAP Fund Class R-6	3.08%	18.05%	21.50%	31.47%	-28.42%	24.11%	21.80%	26.76%	-4.08%	22.45%
AQEIX LKCM Aquinas Catholic Equity Fund	-0.79%	6.72%	13.29%	14.08%	-18.24%	25.35%	24.23%	30.51%	-8.03%	20.80%

Correlation

The correlation between RAFGX and AQEIX is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.83
Correlation (3Y) Calculated over the trailing 3-year period	0.87
Correlation (5Y) Calculated over the trailing 5-year period	0.90
Correlation (10Y) Calculated over the trailing 10-year period	0.91
Correlation (All Time) Calculated using the full available price history since Jan 4, 2010	0.92

The correlation between RAFGX and AQEIX has been stable across timeframes, ranging from 0.83 to 0.92 - a consistent structural relationship.

Return for Risk

RAFGX vs. AQEIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RAFGX

RAFGX Risk / Return Rank: 19
RAFGX Sharpe Ratio Rank: 19
RAFGX Sortino Ratio Rank: 18
RAFGX Omega Ratio Rank: 19
RAFGX Calmar Ratio Rank: 15
RAFGX Martin Ratio Rank: 21

AQEIX

AQEIX Risk / Return Rank: 7
AQEIX Sharpe Ratio Rank: 6
AQEIX Sortino Ratio Rank: 6
AQEIX Omega Ratio Rank: 5
AQEIX Calmar Ratio Rank: 7
AQEIX Martin Ratio Rank: 8

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RAFGX vs. AQEIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class R-6 (RAFGX) and LKCM Aquinas Catholic Equity Fund (AQEIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	RAFGX	AQEIX	Difference
Sharpe ratio: Return per unit of total volatility	1.10	0.37	+0.73
Sortino ratio: Return per unit of downside risk	1.59	0.58	+1.01
Omega ratio: Gain probability vs. loss probability	1.20	1.07	+0.13
Calmar ratio: Return relative to maximum drawdown	1.20	0.60	+0.60
Martin ratio: Return relative to average drawdown	4.77	2.04	+2.73

RAFGX vs. AQEIX - Sharpe Ratio Comparison

The current RAFGX Sharpe Ratio is 1.10, which is higher than the AQEIX Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of RAFGX and AQEIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RAFGX vs. AQEIX - Drawdown Comparison

The maximum RAFGX drawdown since its inception was -35.07%, smaller than the maximum AQEIX drawdown of -54.20%. Use the drawdown chart below to compare losses from any high point for RAFGX and AQEIX.

Drawdown Indicators

	RAFGX	AQEIX	Difference
Max Drawdown Largest peak-to-trough decline	-35.07%	-54.20%	+19.13%
Max Drawdown (1Y) Largest decline over 1 year	-14.12%	-7.02%	-7.10%
Max Drawdown (3Y) Largest decline over 3 years	-19.67%	-19.25%	-0.42%
Max Drawdown (5Y) Largest decline over 5 years	-35.07%	-24.51%	-10.56%
Max Drawdown (10Y) Largest decline over 10 years	-35.07%	-33.65%	-1.42%
Current Drawdown Current decline from peak	-3.95%	-4.30%	+0.35%
Average Drawdown Average peak-to-trough decline	-5.48%	-8.69%	+3.21%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.55%	2.07%	+1.48%

Volatility

RAFGX vs. AQEIX - Volatility Comparison

American Funds AMCAP Fund Class R-6 (RAFGX) has a higher volatility of 6.06% compared to LKCM Aquinas Catholic Equity Fund (AQEIX) at 4.08%. This indicates that RAFGX's price experiences larger fluctuations and is considered to be riskier than AQEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RAFGX	AQEIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.06%	4.08%	+1.98%
Volatility (6M) Calculated over the trailing 6-month period	12.41%	8.50%	+3.91%
Volatility (1Y) Calculated over the trailing 1-year period	15.48%	11.43%	+4.05%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.40%	16.61%	+2.79%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.77%	18.11%	+0.66%

RAFGX vs. AQEIX - Expense Ratio Comparison

RAFGX has a 0.33% expense ratio, which is lower than AQEIX's 1.00% expense ratio.

Dividends

RAFGX vs. AQEIX - Dividend Comparison

RAFGX's dividend yield for the trailing twelve months is around 12.52%, more than AQEIX's 6.03% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AQEIX LKCM Aquinas Catholic Equity Fund	6.03%	5.98%	7.90%	2.63%	6.05%	12.61%	6.73%	10.98%	23.36%	8.24%	7.92%	7.69%
RAFGX American Funds AMCAP Fund Class R-6	12.52%	8.47%	8.26%	3.75%	7.36%	5.83%	4.07%	5.10%	8.04%	5.58%	4.09%	8.78%

Frequently Asked Questions

Can I hold both RAFGX and AQEIX in my portfolio?

RAFGX and AQEIX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RAFGX or AQEIX?

RAFGX has higher volatility (6.06%) compared to AQEIX (4.08%). In terms of maximum drawdown, RAFGX dropped -35.07% vs AQEIX's -54.20%.

Which has better risk-adjusted returns?

RAFGX currently has the higher Sharpe Ratio (1.10 vs 0.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.