CWGIX vs. PRSCX
Compare and contrast key facts about American Funds Capital World Growth and Income Fund Class A (CWGIX) and T. Rowe Price Science And Technology Fund (PRSCX).
CWGIX is managed by American Funds. It was launched on Mar 26, 1993. PRSCX is managed by T. Rowe Price. It was launched on Sep 29, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CWGIX or PRSCX.
Key characteristics
| CWGIX | PRSCX | |
|---|---|---|
| YTD Return | 14.78% | 38.43% |
| 1Y Return | 22.98% | 44.24% |
| 3Y Return (Ann) | 4.63% | -4.38% |
| 5Y Return (Ann) | 9.61% | 5.47% |
| 10Y Return (Ann) | 8.13% | 2.36% |
| Sharpe Ratio | 2.19 | 2.15 |
| Sortino Ratio | 3.01 | 2.80 |
| Omega Ratio | 1.40 | 1.37 |
| Calmar Ratio | 3.05 | 0.96 |
| Martin Ratio | 13.74 | 10.03 |
| Ulcer Index | 1.86% | 4.79% |
| Daily Std Dev | 11.68% | 22.38% |
| Max Drawdown | -53.59% | -87.38% |
| Current Drawdown | -2.05% | -26.83% |
Correlation
The correlation between CWGIX and PRSCX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CWGIX vs. PRSCX - Performance Comparison
In the year-to-date period, CWGIX achieves a 14.78% return, which is significantly lower than PRSCX's 38.43% return. Over the past 10 years, CWGIX has outperformed PRSCX with an annualized return of 8.13%, while PRSCX has yielded a comparatively lower 2.36% 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. PRSCX - Expense Ratio Comparison
CWGIX has a 0.75% expense ratio, which is lower than PRSCX's 0.84% expense ratio.
Risk-Adjusted Performance
CWGIX vs. PRSCX - 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 T. Rowe Price Science And Technology Fund (PRSCX). 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. PRSCX - Dividend Comparison
CWGIX's dividend yield for the trailing twelve months is around 1.63%, while PRSCX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CWGIX American Funds Capital World Growth and Income Fund Class A | 1.63% | 1.85% | 2.09% | 1.62% | 1.23% | 1.68% | 2.44% | 1.82% | 2.44% | 2.40% | 2.24% | 2.19% |
PRSCX T. Rowe Price Science And Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.54% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CWGIX vs. PRSCX - Drawdown Comparison
The maximum CWGIX drawdown since its inception was -53.59%, smaller than the maximum PRSCX drawdown of -87.38%. Use the drawdown chart below to compare losses from any high point for CWGIX and PRSCX. For additional features, visit the drawdowns tool.
Volatility
CWGIX vs. PRSCX - Volatility Comparison
The current volatility for American Funds Capital World Growth and Income Fund Class A (CWGIX) is 2.96%, while T. Rowe Price Science And Technology Fund (PRSCX) has a volatility of 5.91%. This indicates that CWGIX experiences smaller price fluctuations and is considered to be less risky than PRSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.