RITGX vs. VFIAX
Compare and contrast key facts about American Funds American High-Income Trust® Class R-6 (RITGX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
RITGX is managed by American Funds. It was launched on Aug 4, 2008. VFIAX 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: RITGX or VFIAX.
Correlation
The correlation between RITGX and VFIAX is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RITGX vs. VFIAX - Performance Comparison
Key characteristics
RITGX:
2.26
VFIAX:
0.73
RITGX:
3.23
VFIAX:
1.13
RITGX:
1.50
VFIAX:
1.17
RITGX:
2.38
VFIAX:
0.75
RITGX:
10.41
VFIAX:
2.97
RITGX:
0.90%
VFIAX:
4.74%
RITGX:
4.09%
VFIAX:
19.40%
RITGX:
-21.20%
VFIAX:
-55.20%
RITGX:
-0.81%
VFIAX:
-7.81%
Returns By Period
In the year-to-date period, RITGX achieves a 1.25% return, which is significantly higher than VFIAX's -3.54% return. Over the past 10 years, RITGX has underperformed VFIAX with an annualized return of 5.19%, while VFIAX has yielded a comparatively higher 12.30% annualized return.
RITGX
1.25%
2.37%
1.98%
8.30%
8.26%
5.19%
VFIAX
-3.54%
11.43%
-1.66%
10.50%
16.22%
12.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RITGX vs. VFIAX - Expense Ratio Comparison
RITGX has a 0.32% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
RITGX vs. VFIAX — Risk-Adjusted Performance Rank
RITGX
VFIAX
RITGX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American High-Income Trust® Class R-6 (RITGX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
RITGX vs. VFIAX - Dividend Comparison
RITGX's dividend yield for the trailing twelve months is around 6.76%, more than VFIAX's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RITGX American Funds American High-Income Trust® Class R-6 | 6.76% | 6.65% | 6.80% | 5.95% | 4.66% | 6.18% | 6.57% | 6.69% | 5.81% | 5.95% | 7.28% | 6.70% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.34% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
RITGX vs. VFIAX - Drawdown Comparison
The maximum RITGX drawdown since its inception was -21.20%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for RITGX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
RITGX vs. VFIAX - Volatility Comparison
The current volatility for American Funds American High-Income Trust® Class R-6 (RITGX) is 2.16%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 13.19%. This indicates that RITGX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.