CWGIX vs. FOCPX
Compare and contrast key facts about American Funds Capital World Growth and Income Fund Class A (CWGIX) and Fidelity OTC Portfolio (FOCPX).
CWGIX is managed by American Funds. It was launched on Mar 26, 1993. FOCPX is managed by Fidelity. It was launched on Dec 31, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CWGIX or FOCPX.
Key characteristics
| CWGIX | FOCPX | |
|---|---|---|
| YTD Return | 16.58% | 31.52% |
| 1Y Return | 27.62% | 40.75% |
| 3Y Return (Ann) | 5.19% | 7.56% |
| 5Y Return (Ann) | 10.14% | 20.08% |
| 10Y Return (Ann) | 8.31% | 17.64% |
| Sharpe Ratio | 2.49 | 2.40 |
| Sortino Ratio | 3.39 | 3.10 |
| Omega Ratio | 1.46 | 1.43 |
| Calmar Ratio | 3.20 | 2.80 |
| Martin Ratio | 15.67 | 9.60 |
| Ulcer Index | 1.85% | 4.53% |
| Daily Std Dev | 11.63% | 18.07% |
| Max Drawdown | -53.59% | -94.80% |
| Current Drawdown | -0.52% | -0.55% |
Correlation
The correlation between CWGIX and FOCPX is 0.71, 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
CWGIX vs. FOCPX - Performance Comparison
In the year-to-date period, CWGIX achieves a 16.58% return, which is significantly lower than FOCPX's 31.52% return. Over the past 10 years, CWGIX has underperformed FOCPX with an annualized return of 8.31%, while FOCPX has yielded a comparatively higher 17.64% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CWGIX vs. FOCPX - Expense Ratio Comparison
CWGIX has a 0.75% expense ratio, which is lower than FOCPX's 0.80% expense ratio.
Risk-Adjusted Performance
CWGIX vs. FOCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital World Growth and Income Fund Class A (CWGIX) and Fidelity OTC Portfolio (FOCPX). 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
CWGIX vs. FOCPX - Dividend Comparison
CWGIX's dividend yield for the trailing twelve months is around 1.60%, less than FOCPX's 10.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CWGIX American Funds Capital World Growth and Income Fund Class A | 1.60% | 1.85% | 2.09% | 1.62% | 1.23% | 1.68% | 2.44% | 1.82% | 2.44% | 2.40% | 2.24% | 2.19% |
FOCPX Fidelity OTC Portfolio | 10.44% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% | 12.91% | 13.54% |
Drawdowns
CWGIX vs. FOCPX - Drawdown Comparison
The maximum CWGIX drawdown since its inception was -53.59%, smaller than the maximum FOCPX drawdown of -94.80%. Use the drawdown chart below to compare losses from any high point for CWGIX and FOCPX. For additional features, visit the drawdowns tool.
Volatility
CWGIX vs. FOCPX - Volatility Comparison
The current volatility for American Funds Capital World Growth and Income Fund Class A (CWGIX) is 3.10%, while Fidelity OTC Portfolio (FOCPX) has a volatility of 5.08%. This indicates that CWGIX experiences smaller price fluctuations and is considered to be less risky than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.