USGRX vs. AGTHX

In the year-to-date period, USGRX achieves a 0.31% return, which is significantly lower than AGTHX's 2.75% return. Over the past 10 years, USGRX has underperformed AGTHX with an annualized return of 1.58%, while AGTHX has yielded a comparatively higher 12.80% annualized return.

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USGRX has a 0.81% expense ratio, which is higher than AGTHX's 0.61% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for USAA Growth & Income Fund (USGRX) 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.

The current USGRX Sharpe Ratio is -0.31, which is lower than the AGTHX Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of USGRX and AGTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USGRX's dividend yield for the trailing twelve months is around 1.04%, less than AGTHX's 8.75% yield.

The maximum USGRX drawdown since its inception was -62.55%, which is greater than AGTHX's maximum drawdown of -51.65%. Use the drawdown chart below to compare losses from any high point for USGRX and AGTHX. For additional features, visit the drawdowns tool.

The current volatility for USAA Growth & Income Fund (USGRX) is 5.77%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 6.94%. This indicates that USGRX 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.