RGAGX vs. PRGFX
Compare and contrast key facts about American Funds The Growth Fund of America Class R-6 (RGAGX) and T. Rowe Price Growth Stock Fund (PRGFX).
RGAGX is managed by American Funds. It was launched on Dec 1, 1973. PRGFX is managed by T. Rowe Price. It was launched on Apr 11, 1950.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RGAGX or PRGFX.
Key characteristics
| RGAGX | PRGFX | |
|---|---|---|
| YTD Return | 30.12% | 30.17% |
| 1Y Return | 40.84% | 31.23% |
| 3Y Return (Ann) | 6.31% | -3.03% |
| 5Y Return (Ann) | 16.66% | 9.57% |
| 10Y Return (Ann) | 14.38% | 7.05% |
| Sharpe Ratio | 2.93 | 2.01 |
| Sortino Ratio | 3.81 | 2.66 |
| Omega Ratio | 1.53 | 1.37 |
| Calmar Ratio | 2.89 | 0.99 |
| Martin Ratio | 19.12 | 9.86 |
| Ulcer Index | 2.31% | 3.39% |
| Daily Std Dev | 15.10% | 16.60% |
| Max Drawdown | -36.19% | -57.19% |
| Current Drawdown | -0.54% | -11.29% |
Correlation
The correlation between RGAGX and PRGFX 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.
Performance
RGAGX vs. PRGFX - Performance Comparison
The year-to-date returns for both investments are quite close, with RGAGX having a 30.12% return and PRGFX slightly higher at 30.17%. Over the past 10 years, RGAGX has outperformed PRGFX with an annualized return of 14.38%, while PRGFX has yielded a comparatively lower 7.05% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RGAGX vs. PRGFX - Expense Ratio Comparison
RGAGX has a 0.30% expense ratio, which is lower than PRGFX's 0.63% expense ratio.
Risk-Adjusted Performance
RGAGX vs. PRGFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Class R-6 (RGAGX) and T. Rowe Price Growth Stock Fund (PRGFX). 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.
Dividends
RGAGX vs. PRGFX - Dividend Comparison
RGAGX's dividend yield for the trailing twelve months is around 0.69%, while PRGFX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGAGX American Funds The Growth Fund of America Class R-6 | 0.69% | 0.89% | 0.72% | 0.40% | 0.53% | 1.26% | 1.09% | 0.82% | 0.93% | 1.00% | 10.99% | 7.70% |
PRGFX T. Rowe Price Growth Stock Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.19% | 0.19% | 0.26% | 0.08% | 0.00% | 0.00% | 0.04% |
Drawdowns
RGAGX vs. PRGFX - Drawdown Comparison
The maximum RGAGX drawdown since its inception was -36.19%, smaller than the maximum PRGFX drawdown of -57.19%. Use the drawdown chart below to compare losses from any high point for RGAGX and PRGFX. For additional features, visit the drawdowns tool.
Volatility
RGAGX vs. PRGFX - Volatility Comparison
The current volatility for American Funds The Growth Fund of America Class R-6 (RGAGX) is 4.29%, while T. Rowe Price Growth Stock Fund (PRGFX) has a volatility of 4.70%. This indicates that RGAGX experiences smaller price fluctuations and is considered to be less risky than PRGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.