CONWX vs. GWPAX
Compare and contrast key facts about Concorde Wealth Management Fund (CONWX) and American Funds Growth Portfolio Class A (GWPAX).
CONWX is managed by BlackRock. It was launched on Dec 3, 1987. GWPAX is managed by American Funds. It was launched on May 18, 2012.
Performance
CONWX vs. GWPAX - Performance Comparison
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CONWX vs. GWPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CONWX Concorde Wealth Management Fund | 8.18% | 11.95% | 13.58% | 0.20% | -2.51% | 19.73% | 8.76% | 16.84% | -1.95% | 7.17% |
GWPAX American Funds Growth Portfolio Class A | -8.70% | 20.47% | 20.17% | 28.76% | -26.97% | 18.59% | 25.34% | 27.19% | -6.59% | 25.12% |
Returns By Period
In the year-to-date period, CONWX achieves a 8.18% return, which is significantly higher than GWPAX's -8.70% return. Over the past 10 years, CONWX has underperformed GWPAX with an annualized return of 8.62%, while GWPAX has yielded a comparatively higher 11.50% annualized return.
CONWX
- 1D
- -0.62%
- 1M
- -1.70%
- YTD
- 8.18%
- 6M
- 11.51%
- 1Y
- 17.28%
- 3Y*
- 12.45%
- 5Y*
- 7.53%
- 10Y*
- 8.62%
GWPAX
- 1D
- -0.64%
- 1M
- -10.22%
- YTD
- -8.70%
- 6M
- -5.91%
- 1Y
- 15.91%
- 3Y*
- 16.02%
- 5Y*
- 7.28%
- 10Y*
- 11.50%
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CONWX vs. GWPAX - Expense Ratio Comparison
CONWX has a 1.41% expense ratio, which is higher than GWPAX's 0.73% expense ratio.
Return for Risk
CONWX vs. GWPAX — Risk / Return Rank
CONWX
GWPAX
CONWX vs. GWPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Concorde Wealth Management Fund (CONWX) and American Funds Growth Portfolio Class A (GWPAX). 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.
| CONWX | GWPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.70 | 0.84 | +0.86 |
Sortino ratioReturn per unit of downside risk | 2.36 | 1.31 | +1.06 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.19 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 1.11 | +0.89 |
Martin ratioReturn relative to average drawdown | 11.30 | 4.56 | +6.74 |
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
| CONWX | GWPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.70 | 0.84 | +0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.40 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.64 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.66 | +0.12 |
Correlation
The correlation between CONWX and GWPAX is 0.74, 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
CONWX vs. GWPAX - Dividend Comparison
CONWX's dividend yield for the trailing twelve months is around 3.41%, less than GWPAX's 6.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CONWX Concorde Wealth Management Fund | 3.41% | 3.69% | 10.55% | 2.16% | 7.85% | 3.63% | 3.86% | 2.16% | 5.09% | 2.48% | 0.00% | 0.00% |
GWPAX American Funds Growth Portfolio Class A | 6.30% | 5.75% | 5.83% | 1.61% | 9.94% | 3.42% | 3.42% | 5.77% | 6.19% | 3.39% | 4.36% | 4.84% |
Drawdowns
CONWX vs. GWPAX - Drawdown Comparison
The maximum CONWX drawdown since its inception was -26.09%, smaller than the maximum GWPAX drawdown of -34.15%. Use the drawdown chart below to compare losses from any high point for CONWX and GWPAX.
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Drawdown Indicators
| CONWX | GWPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.09% | -34.15% | +8.06% |
Max Drawdown (1Y)Largest decline over 1 year | -8.60% | -11.78% | +3.18% |
Max Drawdown (5Y)Largest decline over 5 years | -12.49% | -34.15% | +21.66% |
Max Drawdown (10Y)Largest decline over 10 years | -26.09% | -34.15% | +8.06% |
Current DrawdownCurrent decline from peak | -2.03% | -11.78% | +9.75% |
Average DrawdownAverage peak-to-trough decline | -2.78% | -5.77% | +2.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.52% | 2.86% | -1.34% |
Volatility
CONWX vs. GWPAX - Volatility Comparison
The current volatility for Concorde Wealth Management Fund (CONWX) is 2.12%, while American Funds Growth Portfolio Class A (GWPAX) has a volatility of 5.38%. This indicates that CONWX experiences smaller price fluctuations and is considered to be less risky than GWPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CONWX | GWPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.12% | 5.38% | -3.26% |
Volatility (6M)Calculated over the trailing 6-month period | 5.43% | 10.77% | -5.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.70% | 18.63% | -7.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.26% | 18.11% | -7.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.15% | 17.92% | -6.77% |