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.
Performance
STFGX vs. AGTHX - Performance Comparison
Loading graphics...
STFGX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STFGX State Farm Growth Fund | 0.27% | 19.19% | 20.85% | 17.49% | -11.27% | 25.90% | 15.65% | 28.02% | -5.35% | 16.60% |
AGTHX American Funds The Growth Fund of America Class A | -8.07% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Returns By Period
In the year-to-date period, STFGX achieves a 0.27% return, which is significantly higher than AGTHX's -8.07% return. Over the past 10 years, STFGX has underperformed AGTHX with an annualized return of 13.12%, while AGTHX has yielded a comparatively higher 14.32% annualized return.
STFGX
- 1D
- 2.68%
- 1M
- -5.07%
- YTD
- 0.27%
- 6M
- 3.59%
- 1Y
- 23.96%
- 3Y*
- 18.00%
- 5Y*
- 11.99%
- 10Y*
- 13.12%
AGTHX
- 1D
- 3.56%
- 1M
- -6.34%
- YTD
- -8.07%
- 6M
- -7.16%
- 1Y
- 16.84%
- 3Y*
- 20.26%
- 5Y*
- 8.96%
- 10Y*
- 14.32%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
STFGX vs. AGTHX - Expense Ratio Comparison
STFGX has a 0.12% expense ratio, which is lower than AGTHX's 0.61% expense ratio.
Return for Risk
STFGX vs. AGTHX — Risk / Return Rank
STFGX
AGTHX
STFGX vs. AGTHX - Risk-Adjusted Trends 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.
| STFGX | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 0.84 | +0.54 |
Sortino ratioReturn per unit of downside risk | 2.03 | 1.34 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.19 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 1.26 | +0.47 |
Martin ratioReturn relative to average drawdown | 8.55 | 4.78 | +3.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| STFGX | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 0.84 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.45 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.73 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.68 | -0.07 |
Correlation
The correlation between STFGX and AGTHX is 0.86, 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.
Dividends
STFGX vs. AGTHX - Dividend Comparison
STFGX's dividend yield for the trailing twelve months is around 6.40%, less than AGTHX's 11.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STFGX State Farm Growth Fund | 6.40% | 6.42% | 8.96% | 6.39% | 0.96% | 15.49% | 2.81% | 3.33% | 4.11% | 3.40% | 3.39% | 13.76% |
AGTHX American Funds The Growth Fund of America Class A | 11.63% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
STFGX vs. AGTHX - Drawdown Comparison
The maximum STFGX drawdown since its inception was -48.88%, smaller than the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for STFGX and AGTHX.
Loading graphics...
Drawdown Indicators
| STFGX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.88% | -51.91% | +3.03% |
Max Drawdown (1Y)Largest decline over 1 year | -12.60% | -13.76% | +1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -21.65% | -36.38% | +14.73% |
Max Drawdown (10Y)Largest decline over 10 years | -31.46% | -36.38% | +4.92% |
Current DrawdownCurrent decline from peak | -6.06% | -10.70% | +4.64% |
Average DrawdownAverage peak-to-trough decline | -7.85% | -9.23% | +1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 3.63% | -0.99% |
Volatility
STFGX vs. AGTHX - Volatility Comparison
The current volatility for State Farm Growth Fund (STFGX) is 5.15%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 6.76%. 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.
Loading graphics...
Volatility by Period
| STFGX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.15% | 6.76% | -1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 8.96% | 12.13% | -3.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.48% | 21.01% | -3.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.94% | 20.23% | -4.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.75% | 19.64% | -2.89% |