RGAGX vs. ANCFX
Compare and contrast key facts about American Funds The Growth Fund of America Class R-6 (RGAGX) and American Funds Fundamental Investors Class A (ANCFX).
RGAGX is managed by American Funds. It was launched on Dec 1, 1973. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
RGAGX vs. ANCFX - Performance Comparison
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RGAGX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RGAGX American Funds The Growth Fund of America Class R-6 | -7.99% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
ANCFX American Funds Fundamental Investors Class A | -3.35% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 22.80% |
Returns By Period
In the year-to-date period, RGAGX achieves a -7.99% return, which is significantly lower than ANCFX's -3.35% return. Over the past 10 years, RGAGX has outperformed ANCFX with an annualized return of 14.74%, while ANCFX has yielded a comparatively lower 13.25% annualized return.
RGAGX
- 1D
- 3.55%
- 1M
- -6.32%
- YTD
- -7.99%
- 6M
- -7.03%
- 1Y
- 17.19%
- 3Y*
- 20.63%
- 5Y*
- 9.29%
- 10Y*
- 14.74%
ANCFX
- 1D
- 2.96%
- 1M
- -7.05%
- YTD
- -3.35%
- 6M
- 0.12%
- 1Y
- 23.25%
- 3Y*
- 20.52%
- 5Y*
- 11.90%
- 10Y*
- 13.25%
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RGAGX vs. ANCFX - Expense Ratio Comparison
RGAGX has a 0.30% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
RGAGX vs. ANCFX — Risk / Return Rank
RGAGX
ANCFX
RGAGX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Class R-6 (RGAGX) and American Funds Fundamental Investors Class A (ANCFX). 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.
| RGAGX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.33 | -0.47 |
Sortino ratioReturn per unit of downside risk | 1.37 | 2.00 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.28 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 2.13 | -0.84 |
Martin ratioReturn relative to average drawdown | 4.90 | 9.34 | -4.44 |
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
| RGAGX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.33 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.72 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.75 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.62 | +0.18 |
Correlation
The correlation between RGAGX and ANCFX is 0.96, 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
RGAGX vs. ANCFX - Dividend Comparison
RGAGX's dividend yield for the trailing twelve months is around 11.95%, more than ANCFX's 8.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGAGX American Funds The Growth Fund of America Class R-6 | 11.95% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
ANCFX American Funds Fundamental Investors Class A | 8.85% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
RGAGX vs. ANCFX - Drawdown Comparison
The maximum RGAGX drawdown since its inception was -36.19%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for RGAGX and ANCFX.
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Drawdown Indicators
| RGAGX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.19% | -53.29% | +17.10% |
Max Drawdown (1Y)Largest decline over 1 year | -13.71% | -11.35% | -2.36% |
Max Drawdown (5Y)Largest decline over 5 years | -36.19% | -25.07% | -11.12% |
Max Drawdown (10Y)Largest decline over 10 years | -36.19% | -33.93% | -2.26% |
Current DrawdownCurrent decline from peak | -10.64% | -8.02% | -2.62% |
Average DrawdownAverage peak-to-trough decline | -5.53% | -7.34% | +1.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.62% | 2.59% | +1.03% |
Volatility
RGAGX vs. ANCFX - Volatility Comparison
American Funds The Growth Fund of America Class R-6 (RGAGX) has a higher volatility of 6.74% compared to American Funds Fundamental Investors Class A (ANCFX) at 6.04%. This indicates that RGAGX's price experiences larger fluctuations and is considered to be riskier than ANCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RGAGX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.74% | 6.04% | +0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 12.12% | 11.03% | +1.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.00% | 18.13% | +2.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.23% | 16.72% | +3.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.64% | 17.67% | +1.97% |