VMGRX vs. AGTHX
Compare and contrast key facts about Vanguard Mid-Cap Growth Fund (VMGRX) and American Funds The Growth Fund of America Class A (AGTHX).
VMGRX is managed by Vanguard. It was launched on Dec 31, 1997. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Performance
VMGRX vs. AGTHX - Performance Comparison
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VMGRX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VMGRX Vanguard Mid-Cap Growth Fund | -12.52% | 8.80% | 17.73% | 24.15% | -30.13% | 9.21% | 33.40% | 32.06% | -3.52% | 21.60% |
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, VMGRX achieves a -12.52% return, which is significantly lower than AGTHX's -8.07% return. Over the past 10 years, VMGRX has underperformed AGTHX with an annualized return of 8.45%, while AGTHX has yielded a comparatively higher 14.32% annualized return.
VMGRX
- 1D
- 4.07%
- 1M
- -8.39%
- YTD
- -12.52%
- 6M
- -12.25%
- 1Y
- 4.80%
- 3Y*
- 8.28%
- 5Y*
- 0.70%
- 10Y*
- 8.45%
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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VMGRX vs. AGTHX - Expense Ratio Comparison
VMGRX has a 0.33% expense ratio, which is lower than AGTHX's 0.61% expense ratio.
Return for Risk
VMGRX vs. AGTHX — Risk / Return Rank
VMGRX
AGTHX
VMGRX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Growth Fund (VMGRX) 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.
| VMGRX | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.23 | 0.84 | -0.62 |
Sortino ratioReturn per unit of downside risk | 0.49 | 1.34 | -0.85 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.19 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.27 | 1.26 | -0.99 |
Martin ratioReturn relative to average drawdown | 0.93 | 4.78 | -3.86 |
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
| VMGRX | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 0.84 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.45 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.73 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.68 | -0.35 |
Correlation
The correlation between VMGRX and AGTHX is 0.92, 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
VMGRX vs. AGTHX - Dividend Comparison
VMGRX's dividend yield for the trailing twelve months is around 20.28%, more than AGTHX's 11.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMGRX Vanguard Mid-Cap Growth Fund | 20.28% | 17.74% | 1.80% | 0.39% | 0.26% | 34.53% | 6.30% | 10.43% | 14.53% | 3.13% | 0.67% | 8.20% |
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
VMGRX vs. AGTHX - Drawdown Comparison
The maximum VMGRX drawdown since its inception was -71.74%, which is greater than AGTHX's maximum drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for VMGRX and AGTHX.
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Drawdown Indicators
| VMGRX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.74% | -51.91% | -19.83% |
Max Drawdown (1Y)Largest decline over 1 year | -19.09% | -13.76% | -5.33% |
Max Drawdown (5Y)Largest decline over 5 years | -39.71% | -36.38% | -3.33% |
Max Drawdown (10Y)Largest decline over 10 years | -39.71% | -36.38% | -3.33% |
Current DrawdownCurrent decline from peak | -15.80% | -10.70% | -5.10% |
Average DrawdownAverage peak-to-trough decline | -24.60% | -9.23% | -15.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.60% | 3.63% | +1.97% |
Volatility
VMGRX vs. AGTHX - Volatility Comparison
Vanguard Mid-Cap Growth Fund (VMGRX) has a higher volatility of 8.29% compared to American Funds The Growth Fund of America Class A (AGTHX) at 6.76%. This indicates that VMGRX's price experiences larger fluctuations and is considered to be riskier 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
| VMGRX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.29% | 6.76% | +1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 15.22% | 12.13% | +3.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.61% | 21.01% | +3.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.23% | 20.23% | +3.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.23% | 19.64% | +2.59% |