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RGAGX vs. VIGAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between RGAGX and VIGAX is 0.96, 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.


-0.50.00.51.01.0

Performance

RGAGX vs. VIGAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds The Growth Fund of America Class R-6 (RGAGX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). The values are adjusted to include any dividend payments, if applicable.

700.00%800.00%900.00%1,000.00%1,100.00%JulyAugustSeptemberOctoberNovemberDecember
764.50%
1,096.01%
RGAGX
VIGAX

Key characteristics

Sharpe Ratio

RGAGX:

1.11

VIGAX:

2.10

Sortino Ratio

RGAGX:

1.37

VIGAX:

2.72

Omega Ratio

RGAGX:

1.25

VIGAX:

1.38

Calmar Ratio

RGAGX:

1.70

VIGAX:

2.81

Martin Ratio

RGAGX:

7.94

VIGAX:

10.96

Ulcer Index

RGAGX:

2.68%

VIGAX:

3.32%

Daily Std Dev

RGAGX:

19.17%

VIGAX:

17.32%

Max Drawdown

RGAGX:

-36.19%

VIGAX:

-50.66%

Current Drawdown

RGAGX:

-11.71%

VIGAX:

-2.50%

Returns By Period

In the year-to-date period, RGAGX achieves a 19.19% return, which is significantly lower than VIGAX's 34.75% return. Over the past 10 years, RGAGX has underperformed VIGAX with an annualized return of 13.12%, while VIGAX has yielded a comparatively higher 15.86% annualized return.


RGAGX

YTD

19.19%

1M

-7.42%

6M

2.21%

1Y

19.64%

5Y*

13.57%

10Y*

13.12%

VIGAX

YTD

34.75%

1M

3.33%

6M

12.01%

1Y

34.89%

5Y*

18.88%

10Y*

15.86%

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. VIGAX - Expense Ratio Comparison

RGAGX has a 0.30% expense ratio, which is higher than VIGAX's 0.05% expense ratio.


RGAGX
American Funds The Growth Fund of America Class R-6
Expense ratio chart for RGAGX: current value at 0.30% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.30%
Expense ratio chart for VIGAX: current value at 0.05% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.05%

Risk-Adjusted Performance

RGAGX vs. VIGAX - 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 Vanguard Growth Index Fund Admiral Shares (VIGAX). 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.


Sharpe ratio
The chart of Sharpe ratio for RGAGX, currently valued at 1.11, compared to the broader market-1.000.001.002.003.004.001.112.10
The chart of Sortino ratio for RGAGX, currently valued at 1.37, compared to the broader market-2.000.002.004.006.008.0010.001.372.72
The chart of Omega ratio for RGAGX, currently valued at 1.25, compared to the broader market0.501.001.502.002.503.003.501.251.38
The chart of Calmar ratio for RGAGX, currently valued at 1.70, compared to the broader market0.002.004.006.008.0010.0012.0014.001.702.81
The chart of Martin ratio for RGAGX, currently valued at 7.94, compared to the broader market0.0020.0040.0060.007.9410.96
RGAGX
VIGAX

The current RGAGX Sharpe Ratio is 1.11, which is lower than the VIGAX Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of RGAGX and VIGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.11
2.10
RGAGX
VIGAX

Dividends

RGAGX vs. VIGAX - Dividend Comparison

RGAGX has not paid dividends to shareholders, while VIGAX's dividend yield for the trailing twelve months is around 0.32%.


TTM20232022202120202019201820172016201520142013
RGAGX
American Funds The Growth Fund of America Class R-6
0.00%0.89%0.72%0.40%0.53%1.26%1.09%0.82%0.93%1.00%10.99%7.70%
VIGAX
Vanguard Growth Index Fund Admiral Shares
0.32%0.57%0.69%0.47%0.66%0.94%1.31%1.14%1.39%1.31%1.21%1.19%

Drawdowns

RGAGX vs. VIGAX - Drawdown Comparison

The maximum RGAGX drawdown since its inception was -36.19%, smaller than the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for RGAGX and VIGAX. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-11.71%
-2.50%
RGAGX
VIGAX

Volatility

RGAGX vs. VIGAX - Volatility Comparison

American Funds The Growth Fund of America Class R-6 (RGAGX) has a higher volatility of 13.06% compared to Vanguard Growth Index Fund Admiral Shares (VIGAX) at 4.92%. This indicates that RGAGX's price experiences larger fluctuations and is considered to be riskier than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
13.06%
4.92%
RGAGX
VIGAX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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