USGRX vs. AGTHX
Compare and contrast key facts about USAA Growth & Income Fund (USGRX) and American Funds The Growth Fund of America Class A (AGTHX).
USGRX is managed by Victory. It was launched on Jun 1, 1993. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Performance
USGRX vs. AGTHX - Performance Comparison
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USGRX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USGRX USAA Growth & Income Fund | -1.48% | 15.94% | 21.47% | 26.69% | -18.52% | 22.53% | 17.45% | 21.78% | -8.76% | 20.67% |
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, USGRX achieves a -1.48% return, which is significantly higher than AGTHX's -8.07% return. Over the past 10 years, USGRX has underperformed AGTHX with an annualized return of 12.09%, while AGTHX has yielded a comparatively higher 14.32% annualized return.
USGRX
- 1D
- 2.22%
- 1M
- -4.54%
- YTD
- -1.48%
- 6M
- 0.66%
- 1Y
- 17.31%
- 3Y*
- 17.91%
- 5Y*
- 10.67%
- 10Y*
- 12.09%
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%
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USGRX vs. AGTHX - Expense Ratio Comparison
USGRX has a 0.81% expense ratio, which is higher than AGTHX's 0.61% expense ratio.
Return for Risk
USGRX vs. AGTHX — Risk / Return Rank
USGRX
AGTHX
USGRX vs. AGTHX - Risk-Adjusted Trends Comparison
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.
| USGRX | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.84 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.34 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.19 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.26 | +0.30 |
Martin ratioReturn relative to average drawdown | 7.61 | 4.78 | +2.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| USGRX | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.84 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.45 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.73 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.68 | -0.21 |
Correlation
The correlation between USGRX and AGTHX is 0.90, 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
USGRX vs. AGTHX - Dividend Comparison
USGRX's dividend yield for the trailing twelve months is around 8.34%, less than AGTHX's 11.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USGRX USAA Growth & Income Fund | 8.34% | 8.06% | 20.65% | 0.93% | 12.58% | 11.97% | 0.84% | 24.69% | 11.92% | 5.12% | 1.26% | 6.45% |
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
USGRX vs. AGTHX - Drawdown Comparison
The maximum USGRX drawdown since its inception was -56.93%, which is greater than AGTHX's maximum drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for USGRX and AGTHX.
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Drawdown Indicators
| USGRX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.93% | -51.91% | -5.02% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -13.76% | +2.06% |
Max Drawdown (5Y)Largest decline over 5 years | -30.81% | -36.38% | +5.57% |
Max Drawdown (10Y)Largest decline over 10 years | -34.48% | -36.38% | +1.90% |
Current DrawdownCurrent decline from peak | -6.71% | -10.70% | +3.99% |
Average DrawdownAverage peak-to-trough decline | -8.75% | -9.23% | +0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 3.63% | -1.23% |
Volatility
USGRX vs. AGTHX - Volatility Comparison
The current volatility for USAA Growth & Income Fund (USGRX) is 4.14%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 6.76%. 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.
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Volatility by Period
| USGRX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.14% | 6.76% | -2.62% |
Volatility (6M)Calculated over the trailing 6-month period | 8.06% | 12.13% | -4.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.44% | 21.01% | -4.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.92% | 20.23% | +0.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.12% | 19.64% | +0.48% |