CGNAX vs. CWGIX
Compare and contrast key facts about American Funds Growth and Income Portfolio (CGNAX) and American Funds Capital World Growth and Income Fund Class A (CWGIX).
CGNAX is managed by American Funds. It was launched on May 17, 2012. CWGIX is managed by American Funds. It was launched on Mar 26, 1993.
Performance
CGNAX vs. CWGIX - Performance Comparison
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CGNAX vs. CWGIX - 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% |
CWGIX American Funds Capital World Growth and Income Fund Class A | -1.32% | 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, CGNAX achieves a -2.54% return, which is significantly lower than CWGIX's -1.32% return. Over the past 10 years, CGNAX has underperformed CWGIX with an annualized return of 9.87%, while CWGIX has yielded a comparatively higher 10.60% 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%
CWGIX
- 1D
- 3.00%
- 1M
- -6.57%
- YTD
- -1.32%
- 6M
- 2.37%
- 1Y
- 22.43%
- 3Y*
- 16.70%
- 5Y*
- 8.67%
- 10Y*
- 10.60%
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CGNAX vs. CWGIX - Expense Ratio Comparison
CGNAX has a 0.36% expense ratio, which is lower than CWGIX's 0.75% expense ratio.
Return for Risk
CGNAX vs. CWGIX — Risk / Return Rank
CGNAX
CWGIX
CGNAX vs. CWGIX - 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 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.
| CGNAX | CWGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.46 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.84 | 2.09 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.29 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 2.07 | -0.25 |
Martin ratioReturn relative to average drawdown | 7.83 | 8.70 | -0.87 |
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 | CWGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.46 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.58 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.67 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.66 | +0.15 |
Correlation
The correlation between CGNAX and CWGIX is 0.97, 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. CWGIX - Dividend Comparison
CGNAX's dividend yield for the trailing twelve months is around 5.62%, less than CWGIX's 10.71% 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% |
CWGIX American Funds Capital World Growth and Income Fund Class A | 10.71% | 10.54% | 7.88% | 3.20% | 2.09% | 6.82% | 1.23% | 2.44% | 7.00% | 6.63% | 4.96% | 3.78% |
Drawdowns
CGNAX vs. CWGIX - Drawdown Comparison
The maximum CGNAX drawdown since its inception was -26.56%, smaller than the maximum CWGIX drawdown of -54.47%. Use the drawdown chart below to compare losses from any high point for CGNAX and CWGIX.
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Drawdown Indicators
| CGNAX | CWGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.56% | -54.47% | +27.91% |
Max Drawdown (1Y)Largest decline over 1 year | -8.84% | -11.08% | +2.24% |
Max Drawdown (5Y)Largest decline over 5 years | -23.14% | -27.18% | +4.04% |
Max Drawdown (10Y)Largest decline over 10 years | -26.56% | -32.00% | +5.44% |
Current DrawdownCurrent decline from peak | -6.20% | -7.84% | +1.64% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -7.16% | +3.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.63% | -0.58% |
Volatility
CGNAX vs. CWGIX - Volatility Comparison
The current volatility for American Funds Growth and Income Portfolio (CGNAX) is 4.79%, while American Funds Capital World Growth and Income Fund Class A (CWGIX) has a volatility of 6.24%. This indicates that CGNAX experiences smaller price fluctuations and is considered to be less risky than CWGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGNAX | CWGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.79% | 6.24% | -1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 7.91% | 10.48% | -2.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.85% | 16.00% | -3.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.54% | 15.04% | -2.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.15% | 15.97% | -2.82% |