SCGSX vs. POGAX
Compare and contrast key facts about DWS Capital Growth Fund (SCGSX) and Putnam Growth Opportunities Fund (POGAX).
SCGSX is managed by DWS. It was launched on Jul 14, 2000. POGAX is managed by Putnam. It was launched on Oct 2, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCGSX or POGAX.
Correlation
The correlation between SCGSX and POGAX 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
SCGSX vs. POGAX - Performance Comparison
Key characteristics
SCGSX:
0.83
POGAX:
1.21
SCGSX:
1.12
POGAX:
1.65
SCGSX:
1.17
POGAX:
1.22
SCGSX:
0.75
POGAX:
1.73
SCGSX:
3.23
POGAX:
5.90
SCGSX:
4.65%
POGAX:
3.94%
SCGSX:
18.08%
POGAX:
19.16%
SCGSX:
-60.00%
POGAX:
-76.55%
SCGSX:
-7.04%
POGAX:
-1.91%
Returns By Period
In the year-to-date period, SCGSX achieves a 5.33% return, which is significantly higher than POGAX's 4.00% return. Over the past 10 years, SCGSX has underperformed POGAX with an annualized return of 5.62%, while POGAX has yielded a comparatively higher 11.93% annualized return.
SCGSX
5.33%
3.43%
2.65%
14.07%
6.59%
5.62%
POGAX
4.00%
2.71%
8.68%
22.56%
10.70%
11.93%
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SCGSX vs. POGAX - Expense Ratio Comparison
SCGSX has a 0.66% expense ratio, which is lower than POGAX's 0.99% expense ratio.
Risk-Adjusted Performance
SCGSX vs. POGAX — Risk-Adjusted Performance Rank
SCGSX
POGAX
SCGSX vs. POGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Capital Growth Fund (SCGSX) and Putnam Growth Opportunities Fund (POGAX). 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
SCGSX vs. POGAX - Dividend Comparison
Neither SCGSX nor POGAX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCGSX DWS Capital Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.31% | 0.29% | 0.69% | 0.53% | 0.57% | 0.44% |
POGAX Putnam Growth Opportunities Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.26% | 0.01% | 5.95% | 16.07% |
Drawdowns
SCGSX vs. POGAX - Drawdown Comparison
The maximum SCGSX drawdown since its inception was -60.00%, smaller than the maximum POGAX drawdown of -76.55%. Use the drawdown chart below to compare losses from any high point for SCGSX and POGAX. For additional features, visit the drawdowns tool.
Volatility
SCGSX vs. POGAX - Volatility Comparison
The current volatility for DWS Capital Growth Fund (SCGSX) is 4.62%, while Putnam Growth Opportunities Fund (POGAX) has a volatility of 5.70%. This indicates that SCGSX experiences smaller price fluctuations and is considered to be less risky than POGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.