CGNAX vs. AMCPX
Compare and contrast key facts about American Funds Growth and Income Portfolio (CGNAX) and American Funds AMCAP Fund Class A (AMCPX).
CGNAX is managed by American Funds. It was launched on May 17, 2012. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
CGNAX vs. AMCPX - Performance Comparison
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CGNAX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CGNAX American Funds Growth and Income Portfolio | -2.54% | 17.85% | 14.51% | 18.73% | -15.96% | 16.36% | 16.31% | 21.78% | -5.88% | 18.99% |
AMCPX American Funds AMCAP Fund Class A | -8.56% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
Returns By Period
In the year-to-date period, CGNAX achieves a -2.54% return, which is significantly higher than AMCPX's -8.56% return. Over the past 10 years, CGNAX has underperformed AMCPX with an annualized return of 9.87%, while AMCPX has yielded a comparatively higher 11.00% annualized return.
CGNAX
- 1D
- 2.27%
- 1M
- -5.52%
- YTD
- -2.54%
- 6M
- -0.42%
- 1Y
- 15.52%
- 3Y*
- 14.20%
- 5Y*
- 7.75%
- 10Y*
- 9.87%
AMCPX
- 1D
- 3.69%
- 1M
- -6.51%
- YTD
- -8.56%
- 6M
- -6.41%
- 1Y
- 14.53%
- 3Y*
- 15.78%
- 5Y*
- 6.65%
- 10Y*
- 11.00%
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CGNAX vs. AMCPX - Expense Ratio Comparison
CGNAX has a 0.36% expense ratio, which is lower than AMCPX's 0.65% expense ratio.
Return for Risk
CGNAX vs. AMCPX — Risk / Return Rank
CGNAX
AMCPX
CGNAX vs. AMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth and Income Portfolio (CGNAX) and American Funds AMCAP Fund Class A (AMCPX). 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.
| CGNAX | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.77 | +0.48 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.23 | +0.61 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.17 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.06 | +0.76 |
Martin ratioReturn relative to average drawdown | 7.83 | 4.25 | +3.58 |
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
| CGNAX | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.77 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.35 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.59 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.58 | +0.23 |
Correlation
The correlation between CGNAX and AMCPX is 0.94, 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
CGNAX vs. AMCPX - Dividend Comparison
CGNAX's dividend yield for the trailing twelve months is around 5.62%, less than AMCPX's 9.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGNAX American Funds Growth and Income Portfolio | 5.62% | 5.48% | 4.79% | 2.78% | 6.42% | 5.11% | 3.97% | 5.48% | 6.06% | 3.40% | 4.30% | 4.51% |
AMCPX American Funds AMCAP Fund Class A | 9.54% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
CGNAX vs. AMCPX - Drawdown Comparison
The maximum CGNAX drawdown since its inception was -26.56%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for CGNAX and AMCPX.
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Drawdown Indicators
| CGNAX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.56% | -62.37% | +35.81% |
Max Drawdown (1Y)Largest decline over 1 year | -8.84% | -14.18% | +5.34% |
Max Drawdown (5Y)Largest decline over 5 years | -23.14% | -36.90% | +13.76% |
Max Drawdown (10Y)Largest decline over 10 years | -26.56% | -36.90% | +10.34% |
Current DrawdownCurrent decline from peak | -6.20% | -11.01% | +4.81% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -9.60% | +6.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 3.54% | -1.49% |
Volatility
CGNAX vs. AMCPX - Volatility Comparison
The current volatility for American Funds Growth and Income Portfolio (CGNAX) is 4.79%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 6.69%. This indicates that CGNAX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGNAX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.79% | 6.69% | -1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 7.91% | 11.65% | -3.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.85% | 19.90% | -7.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.54% | 19.19% | -6.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.15% | 18.67% | -5.52% |