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 0.94, 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
RGAGX vs. SSSYX - Performance Comparison
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Key characteristics
RGAGX:
0.36
SSSYX:
0.73
RGAGX:
0.62
SSSYX:
1.15
RGAGX:
1.10
SSSYX:
1.17
RGAGX:
0.33
SSSYX:
0.77
RGAGX:
0.97
SSSYX:
2.96
RGAGX:
9.08%
SSSYX:
4.86%
RGAGX:
25.22%
SSSYX:
19.61%
RGAGX:
-41.74%
SSSYX:
-33.77%
RGAGX:
-9.83%
SSSYX:
-3.94%
Returns By Period
In the year-to-date period, RGAGX achieves a 2.55% return, which is significantly higher than SSSYX's 0.51% return. Over the past 10 years, RGAGX has underperformed SSSYX with an annualized return of 6.13%, while SSSYX has yielded a comparatively higher 11.30% annualized return.
RGAGX
2.55%
13.56%
-6.62%
9.03%
9.62%
6.13%
SSSYX
0.51%
9.83%
-1.01%
14.21%
16.67%
11.30%
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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.
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Dividends
RGAGX vs. SSSYX - Dividend Comparison
RGAGX's dividend yield for the trailing twelve months is around 9.06%, more than SSSYX's 1.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGAGX American Funds The Growth Fund of America Class R-6 | 9.06% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.67% | 12.36% | 7.34% | 6.95% | 9.22% | 10.99% |
SSSYX State Street Equity 500 Index Fund Class K | 1.62% | 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.
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Volatility
RGAGX vs. SSSYX - Volatility Comparison
American Funds The Growth Fund of America Class R-6 (RGAGX) has a higher volatility of 6.92% compared to State Street Equity 500 Index Fund Class K (SSSYX) at 6.14%. 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.
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