STFAX vs. RGAGX
Compare and contrast key facts about State Street Equity 500 Index Fund (STFAX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
STFAX is managed by State Street Global Advisors. It was launched on Apr 18, 2001. 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: STFAX or RGAGX.
Correlation
The correlation between STFAX 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
STFAX vs. RGAGX - Performance Comparison
Key characteristics
STFAX:
1.95
RGAGX:
1.08
STFAX:
2.62
RGAGX:
1.36
STFAX:
1.36
RGAGX:
1.24
STFAX:
2.95
RGAGX:
1.07
STFAX:
12.21
RGAGX:
4.75
STFAX:
2.04%
RGAGX:
4.31%
STFAX:
12.78%
RGAGX:
18.91%
STFAX:
-55.18%
RGAGX:
-41.74%
STFAX:
0.00%
RGAGX:
-6.18%
Returns By Period
In the year-to-date period, STFAX achieves a 4.09% return, which is significantly lower than RGAGX's 6.69% return. Over the past 10 years, STFAX has outperformed RGAGX with an annualized return of 11.62%, while RGAGX has yielded a comparatively lower 6.82% annualized return.
STFAX
4.09%
2.04%
9.62%
23.57%
13.43%
11.62%
RGAGX
6.69%
3.19%
6.17%
18.54%
8.20%
6.82%
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STFAX vs. RGAGX - Expense Ratio Comparison
STFAX has a 0.17% expense ratio, which is lower than RGAGX's 0.30% expense ratio.
Risk-Adjusted Performance
STFAX vs. RGAGX — Risk-Adjusted Performance Rank
STFAX
RGAGX
STFAX vs. RGAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Equity 500 Index Fund (STFAX) 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
STFAX vs. RGAGX - Dividend Comparison
STFAX's dividend yield for the trailing twelve months is around 1.41%, more than RGAGX's 0.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STFAX State Street Equity 500 Index Fund | 1.41% | 1.47% | 1.29% | 0.94% | 1.23% | 1.43% | 1.77% | 1.99% | 2.13% | 1.51% | 1.69% | 1.80% |
RGAGX American Funds The Growth Fund of America Class R-6 | 0.68% | 0.73% | 0.89% | 0.72% | 0.40% | 0.53% | 1.26% | 1.09% | 0.82% | 0.93% | 1.00% | 10.99% |
Drawdowns
STFAX vs. RGAGX - Drawdown Comparison
The maximum STFAX drawdown since its inception was -55.18%, which is greater than RGAGX's maximum drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for STFAX and RGAGX. For additional features, visit the drawdowns tool.
Volatility
STFAX vs. RGAGX - Volatility Comparison
The current volatility for State Street Equity 500 Index Fund (STFAX) is 3.20%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 3.90%. This indicates that STFAX 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.