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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMCPX or CWGIX.
Performance
AMCPX vs. CWGIX - Performance Comparison
Returns By Period
In the year-to-date period, AMCPX achieves a 18.28% return, which is significantly higher than CWGIX's 13.87% return. Over the past 10 years, AMCPX has underperformed CWGIX with an annualized return of 4.83%, while CWGIX has yielded a comparatively higher 7.93% annualized return.
AMCPX
18.28%
0.13%
6.95%
23.19%
6.48%
4.83%
CWGIX
13.87%
-2.05%
3.53%
20.43%
9.50%
7.93%
Key characteristics
| AMCPX | CWGIX | |
|---|---|---|
| Sharpe Ratio | 1.65 | 1.74 |
| Sortino Ratio | 2.26 | 2.40 |
| Omega Ratio | 1.30 | 1.32 |
| Calmar Ratio | 0.99 | 2.39 |
| Martin Ratio | 10.57 | 10.54 |
| Ulcer Index | 2.18% | 1.90% |
| Daily Std Dev | 13.96% | 11.55% |
| Max Drawdown | -52.11% | -53.59% |
| Current Drawdown | -5.39% | -2.83% |
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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.
Correlation
The correlation between AMCPX and CWGIX is 0.79, 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.
Risk-Adjusted Performance
AMCPX vs. CWGIX - Risk-Adjusted Performance 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.
Dividends
AMCPX vs. CWGIX - Dividend Comparison
AMCPX's dividend yield for the trailing twelve months is around 0.27%, less than CWGIX's 1.64% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | 0.27% | 0.57% | 0.00% | 0.00% | 0.19% | 0.53% | 0.64% | 0.41% | 0.44% | 3.70% | 3.29% | 8.41% |
CWGIX American Funds Capital World Growth and Income Fund Class A | 1.64% | 1.85% | 2.09% | 1.62% | 1.23% | 1.68% | 2.44% | 1.82% | 2.44% | 2.40% | 2.24% | 2.19% |
Drawdowns
AMCPX vs. CWGIX - Drawdown Comparison
The maximum AMCPX drawdown since its inception was -52.11%, roughly equal to the maximum CWGIX drawdown of -53.59%. Use the drawdown chart below to compare losses from any high point for AMCPX and CWGIX. For additional features, visit the drawdowns tool.
Volatility
AMCPX vs. CWGIX - Volatility Comparison
American Funds AMCAP Fund Class A (AMCPX) has a higher volatility of 4.52% compared to American Funds Capital World Growth and Income Fund Class A (CWGIX) at 3.11%. This indicates that AMCPX's price experiences larger fluctuations and is considered to be riskier than CWGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.