VITPX vs. AGTHX
Compare and contrast key facts about Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) and American Funds The Growth Fund of America Class A (AGTHX).
VITPX is managed by Vanguard. It was launched on May 31, 2001. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VITPX or AGTHX.
Key characteristics
| VITPX | AGTHX | |
|---|---|---|
| YTD Return | 17.71% | 19.32% |
| 1Y Return | 27.66% | 32.33% |
| 3Y Return (Ann) | 8.27% | 5.30% |
| 5Y Return (Ann) | 14.55% | 15.29% |
| 10Y Return (Ann) | 12.31% | 13.05% |
| Sharpe Ratio | 2.10 | 1.66 |
| Daily Std Dev | 13.05% | 19.26% |
| Max Drawdown | -55.28% | -65.31% |
| Current Drawdown | -0.64% | -1.35% |
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.
Performance
VITPX vs. AGTHX - Performance Comparison
In the year-to-date period, VITPX achieves a 17.71% return, which is significantly lower than AGTHX's 19.32% return. Over the past 10 years, VITPX has underperformed AGTHX with an annualized return of 12.31%, while AGTHX has yielded a comparatively higher 13.05% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VITPX vs. AGTHX - Expense Ratio Comparison
VITPX has a 0.02% expense ratio, which is lower than AGTHX's 0.61% expense ratio.
Risk-Adjusted Performance
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.
Dividends
VITPX vs. AGTHX - Dividend Comparison
VITPX's dividend yield for the trailing twelve months is around 2.17%, less than AGTHX's 5.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 2.17% | 2.41% | 6.48% | 5.38% | 11.57% | 2.91% | 4.40% | 2.41% | 2.80% | 2.30% | 1.80% | 1.74% |
AGTHX American Funds The Growth Fund of America Class A | 5.71% | 6.81% | 0.75% | 8.18% | 4.55% | 7.89% | 12.71% | 7.54% | 6.61% | 8.87% | 9.90% | 6.71% |
Drawdowns
VITPX vs. AGTHX - Drawdown Comparison
The maximum VITPX drawdown since its inception was -55.28%, smaller than the maximum AGTHX drawdown of -65.31%. Use the drawdown chart below to compare losses from any high point for VITPX and AGTHX. For additional features, visit the drawdowns tool.
Volatility
VITPX vs. AGTHX - Volatility Comparison
The current volatility for Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) is 4.08%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 4.93%. 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.