RGAGX vs. EQPGX
Compare and contrast key facts about American Funds The Growth Fund of America Class R-6 (RGAGX) and Fidelity Advisor Equity Growth Fund Class I (EQPGX).
RGAGX is managed by American Funds. It was launched on Dec 1, 1973. EQPGX is managed by Fidelity. It was launched on Nov 22, 1983.
Performance
RGAGX vs. EQPGX - Performance Comparison
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RGAGX vs. EQPGX - 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% |
EQPGX Fidelity Advisor Equity Growth Fund Class I | -5.41% | 14.60% | 29.99% | 35.60% | -24.45% | 22.94% | 43.80% | 34.01% | 0.17% | 35.19% |
Returns By Period
In the year-to-date period, RGAGX achieves a -7.99% return, which is significantly lower than EQPGX's -5.41% return. Over the past 10 years, RGAGX has underperformed EQPGX with an annualized return of 14.74%, while EQPGX has yielded a comparatively higher 17.05% 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%
EQPGX
- 1D
- 4.31%
- 1M
- -5.34%
- YTD
- -5.41%
- 6M
- -4.89%
- 1Y
- 17.45%
- 3Y*
- 20.16%
- 5Y*
- 11.12%
- 10Y*
- 17.05%
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RGAGX vs. EQPGX - Expense Ratio Comparison
RGAGX has a 0.30% expense ratio, which is lower than EQPGX's 0.71% expense ratio.
Return for Risk
RGAGX vs. EQPGX — Risk / Return Rank
RGAGX
EQPGX
RGAGX vs. EQPGX - 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 Fidelity Advisor Equity Growth Fund Class I (EQPGX). 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 | EQPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.84 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.32 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 1.41 | -0.11 |
Martin ratioReturn relative to average drawdown | 4.90 | 4.96 | -0.05 |
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 | EQPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.84 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.55 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.83 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.60 | +0.20 |
Correlation
The correlation between RGAGX and EQPGX 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.
Dividends
RGAGX vs. EQPGX - Dividend Comparison
RGAGX's dividend yield for the trailing twelve months is around 11.95%, more than EQPGX's 0.55% 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% |
EQPGX Fidelity Advisor Equity Growth Fund Class I | 0.55% | 0.52% | 10.64% | 0.48% | 1.96% | 11.42% | 10.84% | 8.56% | 6.43% | 11.57% | 5.90% | 2.21% |
Drawdowns
RGAGX vs. EQPGX - Drawdown Comparison
The maximum RGAGX drawdown since its inception was -36.19%, smaller than the maximum EQPGX drawdown of -62.00%. Use the drawdown chart below to compare losses from any high point for RGAGX and EQPGX.
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Drawdown Indicators
| RGAGX | EQPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.19% | -62.00% | +25.81% |
Max Drawdown (1Y)Largest decline over 1 year | -13.71% | -12.80% | -0.91% |
Max Drawdown (5Y)Largest decline over 5 years | -36.19% | -29.81% | -6.38% |
Max Drawdown (10Y)Largest decline over 10 years | -36.19% | -31.11% | -5.08% |
Current DrawdownCurrent decline from peak | -10.64% | -8.80% | -1.84% |
Average DrawdownAverage peak-to-trough decline | -5.53% | -13.80% | +8.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.62% | 3.63% | -0.01% |
Volatility
RGAGX vs. EQPGX - Volatility Comparison
The current volatility for American Funds The Growth Fund of America Class R-6 (RGAGX) is 6.74%, while Fidelity Advisor Equity Growth Fund Class I (EQPGX) has a volatility of 7.77%. This indicates that RGAGX experiences smaller price fluctuations and is considered to be less risky than EQPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RGAGX | EQPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.74% | 7.77% | -1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 12.12% | 13.31% | -1.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.00% | 21.83% | -0.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.23% | 20.16% | +0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.64% | 20.49% | -0.85% |