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RAFGX vs. RGAGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between RAFGX and RGAGX is 0.94, 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

RAFGX vs. RGAGX - Performance Comparison

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

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Key characteristics

Sharpe Ratio

RAFGX:

0.67

RGAGX:

0.39

Sortino Ratio

RAFGX:

0.93

RGAGX:

0.57

Omega Ratio

RAFGX:

1.13

RGAGX:

1.09

Calmar Ratio

RAFGX:

0.61

RGAGX:

0.30

Martin Ratio

RAFGX:

2.22

RGAGX:

0.84

Ulcer Index

RAFGX:

5.39%

RGAGX:

9.31%

Daily Std Dev

RAFGX:

21.09%

RGAGX:

25.29%

Max Drawdown

RAFGX:

-35.07%

RGAGX:

-41.74%

Current Drawdown

RAFGX:

-3.13%

RGAGX:

-9.09%

Returns By Period

In the year-to-date period, RAFGX achieves a 1.71% return, which is significantly lower than RGAGX's 3.39% return. Over the past 10 years, RAFGX has outperformed RGAGX with an annualized return of 11.01%, while RGAGX has yielded a comparatively lower 6.21% annualized return.


RAFGX

YTD

1.71%

1M

7.12%

6M

0.01%

1Y

14.06%

3Y*

14.92%

5Y*

12.10%

10Y*

11.01%

RGAGX

YTD

3.39%

1M

8.38%

6M

-6.32%

1Y

9.74%

3Y*

11.20%

5Y*

8.50%

10Y*

6.21%

*Annualized

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RAFGX vs. RGAGX - Expense Ratio Comparison

RAFGX has a 0.33% expense ratio, which is higher than RGAGX's 0.30% expense ratio.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

RAFGX vs. RGAGX — Risk-Adjusted Performance Rank

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

RAFGX
The Risk-Adjusted Performance Rank of RAFGX is 5050
Overall Rank
The Sharpe Ratio Rank of RAFGX is 4747
Sharpe Ratio Rank
The Sortino Ratio Rank of RAFGX is 4747
Sortino Ratio Rank
The Omega Ratio Rank of RAFGX is 4747
Omega Ratio Rank
The Calmar Ratio Rank of RAFGX is 5656
Calmar Ratio Rank
The Martin Ratio Rank of RAFGX is 5050
Martin Ratio Rank

RGAGX
The Risk-Adjusted Performance Rank of RGAGX is 2828
Overall Rank
The Sharpe Ratio Rank of RGAGX is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of RGAGX is 2727
Sortino Ratio Rank
The Omega Ratio Rank of RGAGX is 3131
Omega Ratio Rank
The Calmar Ratio Rank of RGAGX is 3030
Calmar Ratio Rank
The Martin Ratio Rank of RGAGX is 2525
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

RAFGX vs. RGAGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class R-6 (RAFGX) 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.


The current RAFGX Sharpe Ratio is 0.67, which is higher than the RGAGX Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of RAFGX and RGAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

RAFGX vs. RGAGX - Dividend Comparison

RAFGX's dividend yield for the trailing twelve months is around 8.12%, less than RGAGX's 8.98% yield.


TTM20242023202220212020201920182017201620152014
RAFGX
American Funds AMCAP Fund Class R-6
8.12%8.26%3.74%7.36%5.83%5.54%5.10%11.07%5.58%4.09%8.78%9.57%
RGAGX
American Funds The Growth Fund of America Class R-6
8.98%9.29%7.70%4.44%8.49%4.57%7.47%12.36%7.34%6.95%9.22%10.25%

Drawdowns

RAFGX vs. RGAGX - Drawdown Comparison

The maximum RAFGX drawdown since its inception was -35.07%, smaller than the maximum RGAGX drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for RAFGX and RGAGX.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

RAFGX vs. RGAGX - Volatility Comparison

American Funds AMCAP Fund Class R-6 (RAFGX) and American Funds The Growth Fund of America Class R-6 (RGAGX) have volatilities of 5.47% and 5.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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