ACWDX vs. FNWFX
Compare and contrast key facts about AMG GW&K Small/Mid Cap Growth Fund (ACWDX) and American Funds New World Fund Class F-3 (FNWFX).
ACWDX is managed by AMG. It was launched on Nov 3, 2010. FNWFX is managed by American Funds. It was launched on Jun 17, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACWDX or FNWFX.
Correlation
The correlation between ACWDX and FNWFX is 0.73, 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
ACWDX vs. FNWFX - Performance Comparison
Key characteristics
ACWDX:
0.95
FNWFX:
0.40
ACWDX:
1.41
FNWFX:
0.62
ACWDX:
1.17
FNWFX:
1.08
ACWDX:
0.34
FNWFX:
0.21
ACWDX:
3.98
FNWFX:
1.33
ACWDX:
3.93%
FNWFX:
3.59%
ACWDX:
16.39%
FNWFX:
11.86%
ACWDX:
-57.31%
FNWFX:
-37.51%
ACWDX:
-37.75%
FNWFX:
-17.30%
Returns By Period
In the year-to-date period, ACWDX achieves a 3.08% return, which is significantly higher than FNWFX's 0.18% return.
ACWDX
3.08%
-1.22%
3.38%
15.93%
-1.64%
2.20%
FNWFX
0.18%
-5.70%
-3.89%
5.84%
2.36%
N/A
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ACWDX vs. FNWFX - Expense Ratio Comparison
ACWDX has a 1.00% expense ratio, which is higher than FNWFX's 0.57% expense ratio.
Risk-Adjusted Performance
ACWDX vs. FNWFX — Risk-Adjusted Performance Rank
ACWDX
FNWFX
ACWDX vs. FNWFX - Risk-Adjusted Performance Comparison
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.
Dividends
ACWDX vs. FNWFX - Dividend Comparison
ACWDX has not paid dividends to shareholders, while FNWFX's dividend yield for the trailing twelve months is around 1.29%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
ACWDX AMG GW&K Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FNWFX American Funds New World Fund Class F-3 | 1.29% | 1.29% | 1.66% | 1.34% | 0.86% | 0.43% | 1.43% | 1.46% | 1.32% |
Drawdowns
ACWDX vs. FNWFX - Drawdown Comparison
The maximum ACWDX drawdown since its inception was -57.31%, which is greater than FNWFX's maximum drawdown of -37.51%. Use the drawdown chart below to compare losses from any high point for ACWDX and FNWFX. For additional features, visit the drawdowns tool.
Volatility
ACWDX vs. FNWFX - Volatility Comparison
AMG GW&K Small/Mid Cap Growth Fund (ACWDX) has a higher volatility of 5.40% compared to American Funds New World Fund Class F-3 (FNWFX) at 4.42%. 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.