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.
Performance
ACWDX vs. FNWFX - Performance Comparison
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ACWDX vs. FNWFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACWDX AMG GW&K Small/Mid Cap Growth Fund | 1.16% | 0.29% | 9.27% | 21.13% | -22.32% | 12.52% | 45.63% | 20.24% | -5.14% | 15.17% |
FNWFX American Funds New World Fund Class F-3 | -1.47% | 28.67% | 6.88% | 16.24% | -21.77% | 5.09% | 25.30% | 28.02% | -12.00% | 25.87% |
Returns By Period
In the year-to-date period, ACWDX achieves a 1.16% return, which is significantly higher than FNWFX's -1.47% return.
ACWDX
- 1D
- 4.11%
- 1M
- -5.41%
- YTD
- 1.16%
- 6M
- -5.41%
- 1Y
- 11.84%
- 3Y*
- 7.93%
- 5Y*
- 3.18%
- 10Y*
- 9.71%
FNWFX
- 1D
- 2.61%
- 1M
- -8.56%
- YTD
- -1.47%
- 6M
- 2.11%
- 1Y
- 24.01%
- 3Y*
- 13.87%
- 5Y*
- 4.79%
- 10Y*
- —
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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.
Return for Risk
ACWDX vs. FNWFX — Risk / Return Rank
ACWDX
FNWFX
ACWDX vs. FNWFX - Risk-Adjusted Trends 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.
| ACWDX | FNWFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 1.59 | -1.13 |
Sortino ratioReturn per unit of downside risk | 0.76 | 2.19 | -1.43 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.32 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 1.83 | -1.28 |
Martin ratioReturn relative to average drawdown | 1.45 | 7.63 | -6.18 |
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
| ACWDX | FNWFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 1.59 | -1.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.32 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.59 | -0.17 |
Correlation
The correlation between ACWDX and FNWFX is 0.72, 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
ACWDX vs. FNWFX - Dividend Comparison
ACWDX has not paid dividends to shareholders, while FNWFX's dividend yield for the trailing twelve months is around 6.18%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACWDX AMG GW&K Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.74% | 0.00% | 2.04% | 58.27% | 4.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% |
FNWFX American Funds New World Fund Class F-3 | 6.18% | 6.09% | 4.10% | 2.88% | 1.33% | 7.32% | 0.43% | 4.04% | 2.70% | 2.27% | 0.00% | 0.00% |
Drawdowns
ACWDX vs. FNWFX - Drawdown Comparison
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.
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Drawdown Indicators
| ACWDX | FNWFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.86% | -33.40% | -5.46% |
Max Drawdown (1Y)Largest decline over 1 year | -14.99% | -13.00% | -1.99% |
Max Drawdown (5Y)Largest decline over 5 years | -32.74% | -33.40% | +0.66% |
Max Drawdown (10Y)Largest decline over 10 years | -38.86% | — | — |
Current DrawdownCurrent decline from peak | -11.49% | -10.73% | -0.76% |
Average DrawdownAverage peak-to-trough decline | -10.13% | -8.80% | -1.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.73% | 3.13% | +2.60% |
Volatility
ACWDX vs. FNWFX - Volatility Comparison
AMG GW&K Small/Mid Cap Growth Fund (ACWDX) has a higher volatility of 8.29% compared to American Funds New World Fund Class F-3 (FNWFX) at 7.09%. 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.
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Volatility by Period
| ACWDX | FNWFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.29% | 7.09% | +1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 18.34% | 11.01% | +7.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.76% | 15.62% | +10.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.84% | 15.17% | +6.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 16.32% | +7.05% |