STFGX vs. AGTHX
Compare and contrast key facts about State Farm Growth Fund (STFGX) and American Funds The Growth Fund of America Class A (AGTHX).
STFGX is managed by State Farm. It was launched on Mar 14, 1968. AGTHX is managed by Equity. 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: STFGX or AGTHX.
Correlation
The correlation between STFGX and AGTHX is 0.92, 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
STFGX vs. AGTHX - Performance Comparison
Key characteristics
STFGX:
0.06
AGTHX:
0.52
STFGX:
0.21
AGTHX:
0.87
STFGX:
1.03
AGTHX:
1.12
STFGX:
0.05
AGTHX:
0.55
STFGX:
0.15
AGTHX:
2.07
STFGX:
7.37%
AGTHX:
5.67%
STFGX:
20.09%
AGTHX:
22.61%
STFGX:
-48.34%
AGTHX:
-65.31%
STFGX:
-16.00%
AGTHX:
-12.47%
Returns By Period
In the year-to-date period, STFGX achieves a -6.24% return, which is significantly higher than AGTHX's -6.63% return. Over the past 10 years, STFGX has underperformed AGTHX with an annualized return of 6.02%, while AGTHX has yielded a comparatively higher 11.71% annualized return.
STFGX
-6.24%
-4.64%
-12.51%
0.29%
8.92%
6.02%
AGTHX
-6.63%
-5.47%
-3.87%
9.93%
13.70%
11.71%
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STFGX vs. AGTHX - Expense Ratio Comparison
STFGX has a 0.12% expense ratio, which is lower than AGTHX's 0.61% expense ratio.
Risk-Adjusted Performance
STFGX vs. AGTHX — Risk-Adjusted Performance Rank
STFGX
AGTHX
STFGX vs. AGTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Farm Growth Fund (STFGX) and American Funds The Growth Fund of America Class A (AGTHX). 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
STFGX vs. AGTHX - Dividend Comparison
STFGX's dividend yield for the trailing twelve months is around 9.56%, which matches AGTHX's 9.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STFGX State Farm Growth Fund | 9.56% | 8.96% | 1.73% | 1.79% | 15.49% | 2.81% | 3.33% | 4.11% | 3.40% | 3.39% | 13.76% | 2.14% |
AGTHX American Funds The Growth Fund of America Class A | 9.62% | 8.99% | 6.81% | 0.75% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% | 9.90% |
Drawdowns
STFGX vs. AGTHX - Drawdown Comparison
The maximum STFGX drawdown since its inception was -48.34%, smaller than the maximum AGTHX drawdown of -65.31%. Use the drawdown chart below to compare losses from any high point for STFGX and AGTHX. For additional features, visit the drawdowns tool.
Volatility
STFGX vs. AGTHX - Volatility Comparison
The current volatility for State Farm Growth Fund (STFGX) is 13.57%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 15.53%. This indicates that STFGX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.