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 that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Performance
RGAGX vs. SSSYX - Performance Comparison
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RGAGX vs. SSSYX - 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% |
SSSYX State Street Equity 500 Index Fund Class K | -4.34% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
Returns By Period
In the year-to-date period, RGAGX achieves a -7.99% return, which is significantly lower than SSSYX's -4.34% return. Both investments have delivered pretty close results over the past 10 years, with RGAGX having a 14.74% annualized return and SSSYX not far behind at 14.02%.
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%
SSSYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.15%
- 1Y
- 17.29%
- 3Y*
- 18.28%
- 5Y*
- 11.75%
- 10Y*
- 14.02%
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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.
Return for Risk
RGAGX vs. SSSYX — Risk / Return Rank
RGAGX
SSSYX
RGAGX vs. SSSYX - 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 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.
| RGAGX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.97 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.49 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 1.52 | -0.23 |
Martin ratioReturn relative to average drawdown | 4.90 | 7.30 | -2.40 |
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 | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.97 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.70 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.11 | +0.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.11 | +0.69 |
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.
Dividends
RGAGX vs. SSSYX - Dividend Comparison
RGAGX's dividend yield for the trailing twelve months is around 11.95%, more than SSSYX's 1.51% 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% |
SSSYX State Street Equity 500 Index Fund Class K | 1.51% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
RGAGX vs. SSSYX - Drawdown Comparison
The maximum RGAGX drawdown since its inception was -36.19%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for RGAGX and SSSYX.
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Drawdown Indicators
| RGAGX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.19% | -91.48% | +55.29% |
Max Drawdown (1Y)Largest decline over 1 year | -13.71% | -12.10% | -1.61% |
Max Drawdown (5Y)Largest decline over 5 years | -36.19% | -24.49% | -11.70% |
Max Drawdown (10Y)Largest decline over 10 years | -36.19% | -91.48% | +55.29% |
Current DrawdownCurrent decline from peak | -10.64% | -6.22% | -4.42% |
Average DrawdownAverage peak-to-trough decline | -5.53% | -4.20% | -1.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.62% | 2.52% | +1.10% |
Volatility
RGAGX vs. SSSYX - Volatility Comparison
American Funds The Growth Fund of America Class R-6 (RGAGX) has a higher volatility of 6.74% compared to State Street Equity 500 Index Fund Class K (SSSYX) at 5.34%. 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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Volatility by Period
| RGAGX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.74% | 5.34% | +1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 12.12% | 9.53% | +2.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.00% | 18.29% | +2.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.23% | 16.89% | +3.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.64% | 124.43% | -104.79% |