PortfoliosLab logo
RGAGX vs. VOOG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between RGAGX and VOOG 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.


-0.50.00.51.0
Correlation: 0.9

Performance

RGAGX vs. VOOG - 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 S&P 500 Growth ETF (VOOG). The values are adjusted to include any dividend payments, if applicable.

200.00%300.00%400.00%500.00%600.00%700.00%800.00%NovemberDecember2025FebruaryMarchApril
259.28%
701.35%
RGAGX
VOOG

Key characteristics

Sharpe Ratio

RGAGX:

0.12

VOOG:

0.65

Sortino Ratio

RGAGX:

0.32

VOOG:

1.05

Omega Ratio

RGAGX:

1.05

VOOG:

1.15

Calmar Ratio

RGAGX:

0.11

VOOG:

0.73

Martin Ratio

RGAGX:

0.34

VOOG:

2.58

Ulcer Index

RGAGX:

8.52%

VOOG:

6.30%

Daily Std Dev

RGAGX:

24.96%

VOOG:

24.91%

Max Drawdown

RGAGX:

-41.74%

VOOG:

-32.73%

Current Drawdown

RGAGX:

-16.84%

VOOG:

-11.72%

Returns By Period

In the year-to-date period, RGAGX achieves a -5.42% return, which is significantly higher than VOOG's -7.16% return. Over the past 10 years, RGAGX has underperformed VOOG with an annualized return of 5.30%, while VOOG has yielded a comparatively higher 13.81% annualized return.


RGAGX

YTD

-5.42%

1M

-2.37%

6M

-10.06%

1Y

3.79%

5Y*

8.43%

10Y*

5.30%

VOOG

YTD

-7.16%

1M

-1.48%

6M

-3.25%

1Y

16.68%

5Y*

16.45%

10Y*

13.81%

*Annualized

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. VOOG - Expense Ratio Comparison

RGAGX has a 0.30% expense ratio, which is higher than VOOG's 0.10% expense ratio.


Expense ratio chart for RGAGX: current value is 0.30%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
RGAGX: 0.30%
Expense ratio chart for VOOG: current value is 0.10%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VOOG: 0.10%

Risk-Adjusted Performance

RGAGX vs. VOOG — Risk-Adjusted Performance Rank

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

RGAGX
The Risk-Adjusted Performance Rank of RGAGX is 3030
Overall Rank
The Sharpe Ratio Rank of RGAGX is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of RGAGX is 3030
Sortino Ratio Rank
The Omega Ratio Rank of RGAGX is 3232
Omega Ratio Rank
The Calmar Ratio Rank of RGAGX is 3030
Calmar Ratio Rank
The Martin Ratio Rank of RGAGX is 2828
Martin Ratio Rank

VOOG
The Risk-Adjusted Performance Rank of VOOG is 6868
Overall Rank
The Sharpe Ratio Rank of VOOG is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of VOOG is 6767
Sortino Ratio Rank
The Omega Ratio Rank of VOOG is 6767
Omega Ratio Rank
The Calmar Ratio Rank of VOOG is 7575
Calmar Ratio Rank
The Martin Ratio Rank of VOOG is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

RGAGX vs. VOOG - 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 Growth ETF (VOOG). 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.


The chart of Sharpe ratio for RGAGX, currently valued at 0.12, compared to the broader market-1.000.001.002.003.00
RGAGX: 0.12
VOOG: 0.65
The chart of Sortino ratio for RGAGX, currently valued at 0.32, compared to the broader market-2.000.002.004.006.008.00
RGAGX: 0.32
VOOG: 1.05
The chart of Omega ratio for RGAGX, currently valued at 1.05, compared to the broader market0.501.001.502.002.503.00
RGAGX: 1.05
VOOG: 1.15
The chart of Calmar ratio for RGAGX, currently valued at 0.11, compared to the broader market0.002.004.006.008.0010.00
RGAGX: 0.11
VOOG: 0.73
The chart of Martin ratio for RGAGX, currently valued at 0.34, compared to the broader market0.0010.0020.0030.0040.0050.00
RGAGX: 0.34
VOOG: 2.58

The current RGAGX Sharpe Ratio is 0.12, which is lower than the VOOG Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of RGAGX and VOOG, 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 Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.12
0.65
RGAGX
VOOG

Dividends

RGAGX vs. VOOG - Dividend Comparison

RGAGX's dividend yield for the trailing twelve months is around 0.77%, more than VOOG's 0.60% yield.


TTM20242023202220212020201920182017201620152014
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%
VOOG
Vanguard S&P 500 Growth ETF
0.60%0.49%1.12%0.93%0.53%0.88%1.26%1.34%1.32%1.47%1.56%1.28%

Drawdowns

RGAGX vs. VOOG - Drawdown Comparison

The maximum RGAGX drawdown since its inception was -41.74%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for RGAGX and VOOG. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-16.84%
-11.72%
RGAGX
VOOG

Volatility

RGAGX vs. VOOG - Volatility Comparison

The current volatility for American Funds The Growth Fund of America Class R-6 (RGAGX) is 15.48%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 16.37%. This indicates that RGAGX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
15.48%
16.37%
RGAGX
VOOG