RGAGX vs. SSSYX
Compare and contrast key facts about American Funds The Growth Fund of America Class R-6 (RGAGX) and State Street Equity 500 Index Fund Class K (SSSYX).
RGAGX is managed by American Funds. It was launched on Dec 1, 1973. SSSYX is a passively managed fund by State Street Global Advisors that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RGAGX or SSSYX.
Correlation
The correlation between RGAGX and SSSYX is 0.93, 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. SSSYX - Performance Comparison
Key characteristics
RGAGX:
-0.21
SSSYX:
0.34
RGAGX:
-0.13
SSSYX:
0.53
RGAGX:
0.98
SSSYX:
1.07
RGAGX:
-0.21
SSSYX:
0.42
RGAGX:
-0.66
SSSYX:
1.62
RGAGX:
6.76%
SSSYX:
3.12%
RGAGX:
21.07%
SSSYX:
14.77%
RGAGX:
-41.74%
SSSYX:
-33.77%
RGAGX:
-20.96%
SSSYX:
-12.02%
Returns By Period
In the year-to-date period, RGAGX achieves a -10.11% return, which is significantly lower than SSSYX's -7.94% return. Over the past 10 years, RGAGX has underperformed SSSYX with an annualized return of 5.03%, while SSSYX has yielded a comparatively higher 10.56% annualized return.
RGAGX
-10.11%
-8.34%
-12.53%
-5.08%
10.66%
5.03%
SSSYX
-7.94%
-6.49%
-4.71%
4.93%
17.85%
10.56%
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. SSSYX - Expense Ratio Comparison
RGAGX has a 0.30% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Risk-Adjusted Performance
RGAGX vs. SSSYX — Risk-Adjusted Performance Rank
RGAGX
SSSYX
RGAGX vs. SSSYX - 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 State Street Equity 500 Index Fund Class K (SSSYX). 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. SSSYX - Dividend Comparison
RGAGX's dividend yield for the trailing twelve months is around 0.81%, less than SSSYX's 1.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGAGX American Funds The Growth Fund of America Class R-6 | 0.81% | 0.73% | 0.89% | 0.72% | 0.40% | 0.53% | 1.26% | 1.09% | 0.82% | 0.93% | 1.00% | 10.99% |
SSSYX State Street Equity 500 Index Fund Class K | 1.77% | 1.63% | 1.44% | 1.09% | 1.38% | 1.58% | 1.92% | 2.14% | 2.29% | 1.66% | 1.84% | 1.81% |
Drawdowns
RGAGX vs. SSSYX - Drawdown Comparison
The maximum RGAGX drawdown since its inception was -41.74%, which is greater than SSSYX's maximum drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for RGAGX and SSSYX. For additional features, visit the drawdowns tool.
Volatility
RGAGX vs. SSSYX - Volatility Comparison
American Funds The Growth Fund of America Class R-6 (RGAGX) has a higher volatility of 9.37% compared to State Street Equity 500 Index Fund Class K (SSSYX) at 7.37%. This indicates that RGAGX's price experiences larger fluctuations and is considered to be riskier than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.