SSSYX vs. RGAGX
Compare and contrast key facts about State Street Equity 500 Index Fund Class K (SSSYX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
SSSYX is a passively managed fund by State Street Global Advisors that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSSYX or RGAGX.
Correlation
The correlation between SSSYX and RGAGX 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
SSSYX vs. RGAGX - Performance Comparison
Key characteristics
SSSYX:
0.52
RGAGX:
0.14
SSSYX:
0.89
RGAGX:
0.36
SSSYX:
1.13
RGAGX:
1.06
SSSYX:
0.56
RGAGX:
0.14
SSSYX:
2.18
RGAGX:
0.41
SSSYX:
4.85%
RGAGX:
9.03%
SSSYX:
19.34%
RGAGX:
24.91%
SSSYX:
-33.77%
RGAGX:
-41.74%
SSSYX:
-7.64%
RGAGX:
-14.22%
Returns By Period
In the year-to-date period, SSSYX achieves a -3.36% return, which is significantly lower than RGAGX's -2.44% return. Over the past 10 years, SSSYX has outperformed RGAGX with an annualized return of 10.99%, while RGAGX has yielded a comparatively lower 5.71% annualized return.
SSSYX
-3.36%
3.80%
-5.00%
9.98%
15.12%
10.99%
RGAGX
-2.44%
5.45%
-10.86%
3.52%
8.15%
5.71%
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SSSYX vs. RGAGX - Expense Ratio Comparison
SSSYX has a 0.02% expense ratio, which is lower than RGAGX's 0.30% expense ratio.
Risk-Adjusted Performance
SSSYX vs. RGAGX — Risk-Adjusted Performance Rank
SSSYX
RGAGX
SSSYX vs. RGAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Equity 500 Index Fund Class K (SSSYX) and American Funds The Growth Fund of America Class R-6 (RGAGX). 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
SSSYX vs. RGAGX - Dividend Comparison
SSSYX's dividend yield for the trailing twelve months is around 1.68%, more than RGAGX's 0.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSSYX State Street Equity 500 Index Fund Class K | 1.68% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% | 1.81% |
RGAGX American Funds The Growth Fund of America Class R-6 | 0.75% | 0.73% | 0.89% | 0.72% | 0.40% | 0.53% | 1.26% | 1.09% | 0.82% | 0.93% | 1.00% | 10.99% |
Drawdowns
SSSYX vs. RGAGX - Drawdown Comparison
The maximum SSSYX drawdown since its inception was -33.77%, smaller than the maximum RGAGX drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for SSSYX and RGAGX. For additional features, visit the drawdowns tool.
Volatility
SSSYX vs. RGAGX - Volatility Comparison
The current volatility for State Street Equity 500 Index Fund Class K (SSSYX) is 6.80%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 7.60%. This indicates that SSSYX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.