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VITPX vs. AGTHX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VITPX and AGTHX is 0.95, 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.


-0.50.00.51.01.0

Performance

VITPX vs. AGTHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) and American Funds The Growth Fund of America Class A (AGTHX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
9.00%
15.08%
VITPX
AGTHX

Key characteristics

Sharpe Ratio

VITPX:

1.74

AGTHX:

1.91

Sortino Ratio

VITPX:

2.34

AGTHX:

2.53

Omega Ratio

VITPX:

1.32

AGTHX:

1.34

Calmar Ratio

VITPX:

2.69

AGTHX:

2.98

Martin Ratio

VITPX:

9.82

AGTHX:

11.83

Ulcer Index

VITPX:

2.34%

AGTHX:

2.53%

Daily Std Dev

VITPX:

13.20%

AGTHX:

15.67%

Max Drawdown

VITPX:

-55.28%

AGTHX:

-51.65%

Current Drawdown

VITPX:

-1.23%

AGTHX:

0.00%

Returns By Period

In the year-to-date period, VITPX achieves a 4.21% return, which is significantly lower than AGTHX's 6.66% return. Over the past 10 years, VITPX has underperformed AGTHX with an annualized return of 9.89%, while AGTHX has yielded a comparatively higher 13.74% annualized return.


VITPX

YTD

4.21%

1M

1.91%

6M

8.69%

1Y

21.36%

5Y*

9.13%

10Y*

9.89%

AGTHX

YTD

6.66%

1M

3.17%

6M

14.70%

1Y

27.86%

5Y*

13.80%

10Y*

13.74%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


VITPX vs. AGTHX - Expense Ratio Comparison

VITPX has a 0.02% expense ratio, which is lower than AGTHX's 0.61% expense ratio.


AGTHX
American Funds The Growth Fund of America Class A
Expense ratio chart for AGTHX: current value at 0.61% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.61%
Expense ratio chart for VITPX: current value at 0.02% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.02%

Risk-Adjusted Performance

VITPX vs. AGTHX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VITPX
The Risk-Adjusted Performance Rank of VITPX is 8282
Overall Rank
The Sharpe Ratio Rank of VITPX is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of VITPX is 7777
Sortino Ratio Rank
The Omega Ratio Rank of VITPX is 7979
Omega Ratio Rank
The Calmar Ratio Rank of VITPX is 8888
Calmar Ratio Rank
The Martin Ratio Rank of VITPX is 8585
Martin Ratio Rank

AGTHX
The Risk-Adjusted Performance Rank of AGTHX is 8585
Overall Rank
The Sharpe Ratio Rank of AGTHX is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of AGTHX is 8181
Sortino Ratio Rank
The Omega Ratio Rank of AGTHX is 8282
Omega Ratio Rank
The Calmar Ratio Rank of AGTHX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of AGTHX is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VITPX vs. AGTHX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) 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.


Sharpe ratio
The chart of Sharpe ratio for VITPX, currently valued at 1.74, compared to the broader market-1.000.001.002.003.004.005.001.741.91
The chart of Sortino ratio for VITPX, currently valued at 2.34, compared to the broader market0.002.004.006.008.0010.0012.002.342.53
The chart of Omega ratio for VITPX, currently valued at 1.32, compared to the broader market1.002.003.004.001.321.34
The chart of Calmar ratio for VITPX, currently valued at 2.69, compared to the broader market0.005.0010.0015.0020.002.692.98
The chart of Martin ratio for VITPX, currently valued at 9.82, compared to the broader market0.0020.0040.0060.0080.009.8211.83
VITPX
AGTHX

The current VITPX Sharpe Ratio is 1.74, which is comparable to the AGTHX Sharpe Ratio of 1.91. The chart below compares the historical Sharpe Ratios of VITPX 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.


Rolling 12-month Sharpe Ratio1.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.74
1.91
VITPX
AGTHX

Dividends

VITPX vs. AGTHX - Dividend Comparison

VITPX's dividend yield for the trailing twelve months is around 1.25%, less than AGTHX's 8.42% yield.


TTM20242023202220212020201920182017201620152014
VITPX
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares
1.25%1.31%1.47%1.71%1.26%1.65%1.82%2.20%1.74%2.04%2.30%1.80%
AGTHX
American Funds The Growth Fund of America Class A
8.42%8.99%6.81%0.75%8.18%4.55%7.89%12.71%7.54%6.61%8.87%9.90%

Drawdowns

VITPX vs. AGTHX - Drawdown Comparison

The maximum VITPX drawdown since its inception was -55.28%, which is greater than AGTHX's maximum drawdown of -51.65%. Use the drawdown chart below to compare losses from any high point for VITPX and AGTHX. For additional features, visit the drawdowns tool.


-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025February
-1.23%
0
VITPX
AGTHX

Volatility

VITPX vs. AGTHX - Volatility Comparison

The current volatility for Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) is 3.19%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 3.90%. This indicates that VITPX 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%SeptemberOctoberNovemberDecember2025February
3.19%
3.90%
VITPX
AGTHX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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