RGAGX vs. VOOG
Compare and contrast key facts about American Funds The Growth Fund of America Class R-6 (RGAGX) and Vanguard S&P 500 Growth ETF (VOOG).
RGAGX is managed by American Funds. It was launched on Dec 1, 1973. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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 VOOG.
Key characteristics
| RGAGX | VOOG | |
|---|---|---|
| YTD Return | 30.12% | 35.16% |
| 1Y Return | 40.84% | 41.67% |
| 3Y Return (Ann) | 6.31% | 8.09% |
| 5Y Return (Ann) | 16.66% | 17.87% |
| 10Y Return (Ann) | 14.38% | 15.23% |
| Sharpe Ratio | 2.93 | 2.59 |
| Sortino Ratio | 3.81 | 3.32 |
| Omega Ratio | 1.53 | 1.48 |
| Calmar Ratio | 2.89 | 3.19 |
| Martin Ratio | 19.12 | 13.70 |
| Ulcer Index | 2.31% | 3.21% |
| Daily Std Dev | 15.10% | 16.95% |
| Max Drawdown | -36.19% | -32.73% |
| Current Drawdown | -0.54% | -0.08% |
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.
Performance
RGAGX vs. VOOG - Performance Comparison
In the year-to-date period, RGAGX achieves a 30.12% return, which is significantly lower than VOOG's 35.16% return. Over the past 10 years, RGAGX has underperformed VOOG with an annualized return of 14.38%, while VOOG has yielded a comparatively higher 15.23% 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. VOOG - Expense Ratio Comparison
RGAGX has a 0.30% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
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.
Dividends
RGAGX vs. VOOG - Dividend Comparison
RGAGX's dividend yield for the trailing twelve months is around 0.69%, more than VOOG's 0.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGAGX American Funds The Growth Fund of America Class R-6 | 0.69% | 0.89% | 0.72% | 0.40% | 0.53% | 1.26% | 1.09% | 0.82% | 0.93% | 1.00% | 10.99% | 7.70% |
VOOG Vanguard S&P 500 Growth ETF | 0.59% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
RGAGX vs. VOOG - Drawdown Comparison
The maximum RGAGX drawdown since its inception was -36.19%, 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.
Volatility
RGAGX vs. VOOG - Volatility Comparison
The current volatility for American Funds The Growth Fund of America Class R-6 (RGAGX) is 4.29%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.06%. 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.