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RGAGX vs. VIGAX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

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.

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Returns By Period

In the year-to-date period, RGAGX achieves a 9.46% return, which is significantly higher than VIGAX's 7.19% return. Over the past 10 years, RGAGX has underperformed VIGAX with an annualized return of 16.44%, while VIGAX has yielded a comparatively higher 18.13% annualized return.


RGAGX

1D
1.79%
1M
2.52%
YTD
9.46%
6M
8.84%
1Y
25.01%
3Y*
24.02%
5Y*
12.33%
10Y*
16.44%

VIGAX

1D
1.71%
1M
-0.56%
YTD
7.19%
6M
6.57%
1Y
25.66%
3Y*
23.75%
5Y*
14.14%
10Y*
18.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RGAGX vs. VIGAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RGAGX
American Funds The Growth Fund of America Class R-6
9.46%20.08%28.41%37.66%-30.53%19.67%38.30%29.22%-2.88%26.53%
VIGAX
Vanguard Growth Index Fund Admiral Shares
7.19%19.43%32.67%46.76%-33.14%27.26%40.18%37.23%-3.35%27.80%

Correlation

The correlation between RGAGX and VIGAX is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.94

Correlation (3Y)
Calculated over the trailing 3-year period

0.94

Correlation (5Y)
Calculated over the trailing 5-year period

0.95

Correlation (10Y)
Calculated over the trailing 10-year period

0.95

Correlation (All Time)
Calculated using the full available price history since May 1, 2009

0.96

The correlation between RGAGX and VIGAX has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.

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Return for Risk

RGAGX vs. VIGAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RGAGX
RGAGX Risk / Return Rank: 3030
Overall Rank
RGAGX Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
RGAGX Sortino Ratio Rank: 2929
Sortino Ratio Rank
RGAGX Omega Ratio Rank: 3232
Omega Ratio Rank
RGAGX Calmar Ratio Rank: 2626
Calmar Ratio Rank
RGAGX Martin Ratio Rank: 3232
Martin Ratio Rank

VIGAX
VIGAX Risk / Return Rank: 2626
Overall Rank
VIGAX Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
VIGAX Sortino Ratio Rank: 2828
Sortino Ratio Rank
VIGAX Omega Ratio Rank: 2929
Omega Ratio Rank
VIGAX Calmar Ratio Rank: 2020
Calmar Ratio Rank
VIGAX Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RGAGX vs. VIGAX - 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 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


RGAGXVIGAXDifference
Sharpe ratioReturn per unit of total volatility

+0.02

Sortino ratioReturn per unit of downside risk

+0.04

Omega ratioGain probability vs. loss probability

1.28

1.26

+0.01

Calmar ratioReturn relative to maximum drawdown

1.80

1.52

+0.28

Martin ratioReturn relative to average drawdown

6.89

5.24

+1.66

RGAGX vs. VIGAX - Sharpe Ratio Comparison

The current RGAGX Sharpe Ratio is 1.52, which is comparable to the VIGAX Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of RGAGX and VIGAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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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.


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Drawdown Indicators


RGAGXVIGAXDifference

Max Drawdown

Largest peak-to-trough decline

-36.19%

-50.66%

+14.47%

Max Drawdown (1Y)

Largest decline over 1 year

-13.71%

-16.51%

+2.80%

Max Drawdown (3Y)

Largest decline over 3 years

-21.54%

-23.04%

+1.50%

Max Drawdown (5Y)

Largest decline over 5 years

-36.19%

-35.63%

-0.56%

Max Drawdown (10Y)

Largest decline over 10 years

-36.19%

-35.63%

-0.56%

Current Drawdown

Current decline from peak

-1.03%

-3.55%

+2.52%

Average Drawdown

Average peak-to-trough decline

-5.48%

-11.94%

+6.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.57%

4.79%

-1.22%

Volatility

RGAGX vs. VIGAX - Volatility Comparison

American Funds The Growth Fund of America Class R-6 (RGAGX) and Vanguard Growth Index Fund Admiral Shares (VIGAX) have volatilities of 6.90% and 6.58%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RGAGXVIGAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.90%

6.58%

+0.32%

Volatility (6M)

Calculated over the trailing 6-month period

13.12%

13.43%

-0.31%

Volatility (1Y)

Calculated over the trailing 1-year period

16.27%

16.81%

-0.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.42%

22.48%

-2.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.78%

21.66%

-1.88%

RGAGX vs. VIGAX - Expense Ratio Comparison

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


Dividends

RGAGX vs. VIGAX - Dividend Comparison

RGAGX's dividend yield for the trailing twelve months is around 10.04%, more than VIGAX's 0.37% yield.


PositionTTM20252024202320222021202020192018201720162015
RGAGX
American Funds The Growth Fund of America Class R-6
10.04%10.99%9.29%7.70%4.44%8.49%4.57%7.93%12.36%7.34%6.95%9.22%
VIGAX
Vanguard Growth Index Fund Admiral Shares
0.37%0.40%0.46%0.57%0.69%0.47%0.66%0.94%1.31%1.14%1.39%1.31%

Frequently Asked Questions


With a correlation of 0.94, RGAGX and VIGAX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

RGAGX has higher volatility (6.90%) compared to VIGAX (6.58%). In terms of maximum drawdown, RGAGX dropped -36.19% vs VIGAX's -50.66%.

RGAGX currently has the higher Sharpe Ratio (1.52 vs 1.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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