AMCPX vs. CWGIX
Compare and contrast key facts about American Funds AMCAP Fund Class A (AMCPX) and American Funds Capital World Growth and Income Fund Class A (CWGIX).
AMCPX is managed by American Funds. It was launched on Jan 5, 1967. CWGIX is managed by American Funds. It was launched on Mar 26, 1993.
Performance
AMCPX vs. CWGIX - Performance Comparison
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AMCPX vs. CWGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
CWGIX American Funds Capital World Growth and Income Fund Class A | -4.19% | 24.68% | 13.85% | 20.55% | -17.32% | 14.74% | 15.31% | 25.32% | -10.60% | 24.55% |
Returns By Period
In the year-to-date period, AMCPX achieves a -11.82% return, which is significantly lower than CWGIX's -4.19% return. Both investments have delivered pretty close results over the past 10 years, with AMCPX having a 10.59% annualized return and CWGIX not far behind at 10.27%.
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
CWGIX
- 1D
- -0.47%
- 1M
- -9.84%
- YTD
- -4.19%
- 6M
- -0.07%
- 1Y
- 19.60%
- 3Y*
- 15.56%
- 5Y*
- 8.31%
- 10Y*
- 10.27%
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AMCPX vs. CWGIX - Expense Ratio Comparison
AMCPX has a 0.65% expense ratio, which is lower than CWGIX's 0.75% expense ratio.
Return for Risk
AMCPX vs. CWGIX — Risk / Return Rank
AMCPX
CWGIX
AMCPX vs. CWGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class A (AMCPX) and American Funds Capital World Growth and Income Fund Class A (CWGIX). 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.
| AMCPX | CWGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 1.23 | -0.67 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.78 | -0.84 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.25 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 1.57 | -0.98 |
Martin ratioReturn relative to average drawdown | 2.42 | 6.75 | -4.33 |
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
| AMCPX | CWGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 1.23 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.56 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.65 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.65 | -0.08 |
Correlation
The correlation between AMCPX and CWGIX is 0.81, 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
AMCPX vs. CWGIX - Dividend Comparison
AMCPX's dividend yield for the trailing twelve months is around 9.90%, less than CWGIX's 11.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
CWGIX American Funds Capital World Growth and Income Fund Class A | 11.03% | 10.54% | 7.88% | 3.20% | 2.09% | 6.82% | 1.23% | 2.44% | 7.00% | 6.63% | 4.96% | 3.78% |
Drawdowns
AMCPX vs. CWGIX - Drawdown Comparison
The maximum AMCPX drawdown since its inception was -62.37%, which is greater than CWGIX's maximum drawdown of -54.47%. Use the drawdown chart below to compare losses from any high point for AMCPX and CWGIX.
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Drawdown Indicators
| AMCPX | CWGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.37% | -54.47% | -7.90% |
Max Drawdown (1Y)Largest decline over 1 year | -14.18% | -11.08% | -3.10% |
Max Drawdown (5Y)Largest decline over 5 years | -36.90% | -27.18% | -9.72% |
Max Drawdown (10Y)Largest decline over 10 years | -36.90% | -32.00% | -4.90% |
Current DrawdownCurrent decline from peak | -14.18% | -10.52% | -3.66% |
Average DrawdownAverage peak-to-trough decline | -9.60% | -7.16% | -2.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 2.58% | +0.89% |
Volatility
AMCPX vs. CWGIX - Volatility Comparison
American Funds AMCAP Fund Class A (AMCPX) and American Funds Capital World Growth and Income Fund Class A (CWGIX) have volatilities of 5.26% and 5.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMCPX | CWGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 5.20% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 11.06% | 10.06% | +1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.60% | 15.77% | +3.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 14.98% | +4.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.63% | 15.94% | +2.69% |