RGAGX vs. VOO
Compare and contrast key facts about American Funds The Growth Fund of America Class R-6 (RGAGX) and Vanguard S&P 500 ETF (VOO).
RGAGX is managed by American Funds. It was launched on Dec 1, 1973. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RGAGX or VOO.
Key characteristics
| RGAGX | VOO | |
|---|---|---|
| YTD Return | 7.74% | 5.98% |
| 1Y Return | 32.43% | 22.69% |
| 3Y Return (Ann) | 4.48% | 8.02% |
| 5Y Return (Ann) | 13.43% | 13.41% |
| 10Y Return (Ann) | 13.24% | 12.42% |
| Sharpe Ratio | 1.75 | 1.93 |
| Daily Std Dev | 18.41% | 11.69% |
| Max Drawdown | -36.19% | -33.99% |
| Current Drawdown | -4.70% | -4.14% |
Correlation
The correlation between RGAGX and VOO 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. VOO - Performance Comparison
In the year-to-date period, RGAGX achieves a 7.74% return, which is significantly higher than VOO's 5.98% return. Over the past 10 years, RGAGX has outperformed VOO with an annualized return of 13.24%, while VOO has yielded a comparatively lower 12.42% 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. VOO - Expense Ratio Comparison
RGAGX has a 0.30% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
RGAGX vs. VOO - 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 S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
RGAGX's dividend yield for the trailing twelve months is around 7.14%, more than VOO's 1.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGAGX American Funds The Growth Fund of America Class R-6 | 7.14% | 7.70% | 4.44% | 8.49% | 4.57% | 7.67% | 12.36% | 7.34% | 6.95% | 9.22% | 10.99% | 7.70% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
RGAGX vs. VOO - Drawdown Comparison
The maximum RGAGX drawdown since its inception was -36.19%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for RGAGX and VOO. For additional features, visit the drawdowns tool.
Volatility
RGAGX vs. VOO - Volatility Comparison
American Funds The Growth Fund of America Class R-6 (RGAGX) has a higher volatility of 5.03% compared to Vanguard S&P 500 ETF (VOO) at 3.92%. This indicates that RGAGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.