ACWDX vs. FNWFX

In the year-to-date period, ACWDX achieves a -3.66% return, which is significantly lower than FNWFX's 11.06% return.

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

ACWDX has a 1.00% expense ratio, which is higher than FNWFX's 0.57% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AMG GW&K Small/Mid Cap Growth Fund (ACWDX) and American Funds New World Fund Class F-3 (FNWFX). 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 ACWDX Sharpe Ratio is 0.14, which is lower than the FNWFX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of ACWDX and FNWFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ACWDX's dividend yield for the trailing twelve months is around 0.77%, less than FNWFX's 3.70% yield.

The maximum ACWDX drawdown since its inception was -38.86%, which is greater than FNWFX's maximum drawdown of -33.40%. Use the drawdown chart below to compare losses from any high point for ACWDX and FNWFX.

AMG GW&K Small/Mid Cap Growth Fund (ACWDX) has a higher volatility of 4.60% compared to American Funds New World Fund Class F-3 (FNWFX) at 2.74%. This indicates that ACWDX's price experiences larger fluctuations and is considered to be riskier than FNWFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.