TGCEX vs. AMRGX
TGCEX (TCW Select Equities Fund) and AMRGX (American Growth Fund Series One) are both Large Cap Growth Equities funds. Over the past 10 years, TGCEX returned 14.83%/yr vs 11.79%/yr for AMRGX. Their correlation of 0.82 means they have usually moved in the same direction. TGCEX charges 0.77%/yr vs 4.07%/yr for AMRGX.
Performance
TGCEX vs. AMRGX - Performance Comparison
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Returns By Period
In the year-to-date period, TGCEX achieves a 0.07% return, which is significantly lower than AMRGX's 17.06% return. Over the past 10 years, TGCEX has outperformed AMRGX with an annualized return of 14.83%, while AMRGX has yielded a comparatively lower 11.79% annualized return.
TGCEX
- 1D
- 2.15%
- 1M
- -1.25%
- 6M
- 1.42%
- YTD
- 0.07%
- 1Y
- 1.96%
- 3Y*
- 16.21%
- 5Y*
- 6.75%
- 10Y*
- 14.83%
- ALL TIME*
- 8.67%
AMRGX
- 1D
- 2.55%
- 1M
- -0.50%
- 6M
- 12.78%
- YTD
- 17.06%
- 1Y
- 37.70%
- 3Y*
- 17.59%
- 5Y*
- 9.71%
- 10Y*
- 11.79%
- ALL TIME*
- 2.94%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TGCEX vs. AMRGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TGCEX TCW Select Equities Fund | 0.07% | 10.77% | 30.65% | 44.34% | -36.51% | 25.84% | 39.32% | 36.03% | 2.42% | 32.85% |
AMRGX American Growth Fund Series One | 17.06% | 11.18% | 16.61% | 24.38% | -19.93% | 15.64% | 18.65% | 36.73% | -9.07% | 13.37% |
Correlation
The correlation between TGCEX and AMRGX is 0.57, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.57 |
Correlation (3Y) Balances recent behavior with more history. | 0.68 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.77 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jun 20, 1996 | 0.82 |
Over the past year, the correlation between TGCEX and AMRGX has dropped to 0.57 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.
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Return for Risk
TGCEX vs. AMRGX — Risk / Return Rank
TGCEX
AMRGX
TGCEX vs. AMRGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TCW Select Equities Fund (TGCEX) and American Growth Fund Series One (AMRGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TGCEX | AMRGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.22 | ||
| Sortino ratioReturn per unit of downside risk | -1.77 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.30 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.01 | 2.50 | -2.51 |
| Martin ratioReturn relative to average drawdown | -0.02 | 5.86 | -5.88 |
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Drawdowns
TGCEX vs. AMRGX - Drawdown Comparison
The maximum TGCEX drawdown since its inception was -63.61%, smaller than the maximum AMRGX drawdown of -80.32%. Use the drawdown chart below to compare losses from any high point for TGCEX and AMRGX.
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Drawdown Indicators
| TGCEX | AMRGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.61% | -80.32% | +16.71% |
Max Drawdown (1Y)Largest decline over 1 year | -20.31% | -13.98% | -6.33% |
Max Drawdown (3Y)Largest decline over 3 years | -22.62% | -21.15% | -1.47% |
Max Drawdown (5Y)Largest decline over 5 years | -42.96% | -35.42% | -7.54% |
Max Drawdown (10Y)Largest decline over 10 years | -42.96% | -35.42% | -7.54% |
Current DrawdownCurrent decline from peak | -6.50% | -5.31% | -1.19% |
Average DrawdownAverage peak-to-trough decline | -16.64% | -40.05% | +23.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.58% | 5.91% | +1.67% |
Volatility
TGCEX vs. AMRGX - Volatility Comparison
The current volatility for TCW Select Equities Fund (TGCEX) is 4.71%, while American Growth Fund Series One (AMRGX) has a volatility of 6.43%. This indicates that TGCEX experiences smaller price fluctuations and is considered to be less risky than AMRGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TGCEX | AMRGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 6.43% | -1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 13.97% | 17.26% | -3.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.67% | 28.73% | -11.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.29% | 22.64% | +0.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.57% | 21.64% | +0.93% |
TGCEX vs. AMRGX - Expense Ratio Comparison
TGCEX has a 0.77% expense ratio, which is lower than AMRGX's 4.07% expense ratio.
Dividends
TGCEX vs. AMRGX - Dividend Comparison
TGCEX's dividend yield for the trailing twelve months is around 12.58%, less than AMRGX's 15.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | 15.23% | 17.82% | 12.39% | 8.17% | 7.77% | 12.21% | 2.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TGCEX TCW Select Equities Fund | 12.58% | 12.58% | 15.71% | 12.24% | 20.14% | 12.87% | 7.11% | 9.06% | 16.70% | 26.37% | 6.68% | 7.52% |
Frequently Asked Questions
TGCEX and AMRGX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMRGX has higher volatility (6.43%) compared to TGCEX (4.71%). In terms of maximum drawdown, TGCEX dropped -63.61% vs AMRGX's -80.32%.
AMRGX currently has the higher Sharpe Ratio (1.22 vs -0.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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