RGAGX vs. VIGAX
Compare and contrast key facts about American Funds The Growth Fund of America Class R-6 (RGAGX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
RGAGX is managed by American Funds. It was launched on Dec 1, 1973. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RGAGX or VIGAX.
Key characteristics
| RGAGX | VIGAX | |
|---|---|---|
| YTD Return | 30.83% | 31.84% |
| 1Y Return | 45.26% | 42.30% |
| 3Y Return (Ann) | 6.52% | 9.19% |
| 5Y Return (Ann) | 17.09% | 19.54% |
| 10Y Return (Ann) | 14.45% | 15.82% |
| Sharpe Ratio | 3.15 | 2.66 |
| Sortino Ratio | 4.06 | 3.41 |
| Omega Ratio | 1.57 | 1.48 |
| Calmar Ratio | 2.75 | 3.49 |
| Martin Ratio | 20.65 | 13.72 |
| Ulcer Index | 2.31% | 3.29% |
| Daily Std Dev | 15.11% | 16.88% |
| Max Drawdown | -36.19% | -50.66% |
| Current Drawdown | 0.00% | 0.00% |
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.
Performance
RGAGX vs. VIGAX - Performance Comparison
The year-to-date returns for both investments are quite close, with RGAGX having a 30.83% return and VIGAX slightly higher at 31.84%. Over the past 10 years, RGAGX has underperformed VIGAX with an annualized return of 14.45%, while VIGAX has yielded a comparatively higher 15.82% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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RGAGX vs. VIGAX - Expense Ratio Comparison
RGAGX has a 0.30% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
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.
Dividends
RGAGX vs. VIGAX - Dividend Comparison
RGAGX's dividend yield for the trailing twelve months is around 0.68%, more than VIGAX's 0.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGAGX American Funds The Growth Fund of America Class R-6 | 0.68% | 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 | 0.47% | 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.
Volatility
RGAGX vs. VIGAX - Volatility Comparison
The current volatility for American Funds The Growth Fund of America Class R-6 (RGAGX) is 4.48%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 5.05%. This indicates that RGAGX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.