CPGAX vs. VTSAX
Compare and contrast key facts about American Funds Global Growth Portfolio (CPGAX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
CPGAX is managed by Pacific LifeFunds. It was launched on May 17, 2012. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CPGAX or VTSAX.
Correlation
The correlation between CPGAX and VTSAX is 0.92, 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.
Performance
CPGAX vs. VTSAX - Performance Comparison
Key characteristics
CPGAX:
0.99
VTSAX:
1.78
CPGAX:
1.35
VTSAX:
2.39
CPGAX:
1.18
VTSAX:
1.32
CPGAX:
0.78
VTSAX:
2.72
CPGAX:
4.87
VTSAX:
10.73
CPGAX:
2.80%
VTSAX:
2.17%
CPGAX:
13.86%
VTSAX:
13.12%
CPGAX:
-36.28%
VTSAX:
-55.34%
CPGAX:
-6.48%
VTSAX:
-1.39%
Returns By Period
In the year-to-date period, CPGAX achieves a 4.48% return, which is significantly higher than VTSAX's 2.84% return. Over the past 10 years, CPGAX has underperformed VTSAX with an annualized return of 5.73%, while VTSAX has yielded a comparatively higher 12.74% annualized return.
CPGAX
4.48%
3.57%
7.38%
12.53%
6.32%
5.73%
VTSAX
2.84%
2.12%
14.04%
22.07%
13.79%
12.74%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CPGAX vs. VTSAX - Expense Ratio Comparison
CPGAX has a 0.40% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
CPGAX vs. VTSAX — Risk-Adjusted Performance Rank
CPGAX
VTSAX
CPGAX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Growth Portfolio (CPGAX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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
CPGAX vs. VTSAX - Dividend Comparison
CPGAX's dividend yield for the trailing twelve months is around 0.63%, less than VTSAX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPGAX American Funds Global Growth Portfolio | 0.63% | 0.66% | 0.92% | 0.78% | 0.41% | 0.25% | 0.86% | 1.13% | 0.67% | 1.01% | 0.87% | 3.41% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.22% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
CPGAX vs. VTSAX - Drawdown Comparison
The maximum CPGAX drawdown since its inception was -36.28%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for CPGAX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
CPGAX vs. VTSAX - Volatility Comparison
American Funds Global Growth Portfolio (CPGAX) has a higher volatility of 4.04% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 3.83%. This indicates that CPGAX's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.