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
Key characteristics
RGAGX:
0.12
SSSYX:
0.54
RGAGX:
0.32
SSSYX:
0.88
RGAGX:
1.05
SSSYX:
1.13
RGAGX:
0.11
SSSYX:
0.56
RGAGX:
0.34
SSSYX:
2.29
RGAGX:
8.52%
SSSYX:
4.55%
RGAGX:
24.96%
SSSYX:
19.42%
RGAGX:
-41.74%
SSSYX:
-33.77%
RGAGX:
-16.84%
SSSYX:
-9.87%
Returns By Period
The year-to-date returns for both stocks are quite close, with RGAGX having a -5.42% return and SSSYX slightly lower at -5.69%. Over the past 10 years, RGAGX has underperformed SSSYX with an annualized return of 5.30%, while SSSYX has yielded a comparatively higher 10.64% annualized return.
RGAGX
-5.42%
-2.37%
-10.06%
3.79%
8.43%
5.30%
SSSYX
-5.69%
-3.19%
-4.26%
10.89%
15.32%
10.64%
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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.
Dividends
RGAGX vs. SSSYX - Dividend Comparison
RGAGX's dividend yield for the trailing twelve months is around 0.77%, less than SSSYX's 1.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGAGX American Funds The Growth Fund of America Class R-6 | 0.77% | 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 | 1.73% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 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 15.48% compared to State Street Equity 500 Index Fund Class K (SSSYX) at 14.19%. 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.