FYMIX vs. GWPAX
Compare and contrast key facts about Fidelity Sustainable Multi-Asset Fund (FYMIX) and American Funds Growth Portfolio Class A (GWPAX).
FYMIX is managed by Fidelity. It was launched on Feb 9, 2022. GWPAX is managed by American Funds. It was launched on May 18, 2012.
Performance
FYMIX vs. GWPAX - Performance Comparison
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FYMIX vs. GWPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
FYMIX Fidelity Sustainable Multi-Asset Fund | -1.18% | 18.95% | 11.09% | 16.15% | -15.71% |
GWPAX American Funds Growth Portfolio Class A | -4.53% | 20.47% | 20.17% | 28.76% | -19.58% |
Returns By Period
In the year-to-date period, FYMIX achieves a -1.18% return, which is significantly higher than GWPAX's -4.53% return.
FYMIX
- 1D
- 0.95%
- 1M
- -2.66%
- YTD
- -1.18%
- 6M
- 1.16%
- 1Y
- 17.89%
- 3Y*
- 12.54%
- 5Y*
- —
- 10Y*
- —
GWPAX
- 1D
- 1.17%
- 1M
- -4.03%
- YTD
- -4.53%
- 6M
- -2.52%
- 1Y
- 19.48%
- 3Y*
- 17.76%
- 5Y*
- 7.90%
- 10Y*
- 12.00%
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FYMIX vs. GWPAX - Expense Ratio Comparison
FYMIX has a 0.05% expense ratio, which is lower than GWPAX's 0.73% expense ratio.
Return for Risk
FYMIX vs. GWPAX — Risk / Return Rank
FYMIX
GWPAX
FYMIX vs. GWPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Sustainable Multi-Asset Fund (FYMIX) 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.
| FYMIX | GWPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 1.09 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.97 | 1.65 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.10 | 1.80 | +0.30 |
Martin ratioReturn relative to average drawdown | 8.44 | 7.18 | +1.26 |
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
| FYMIX | GWPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 1.09 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.44 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.67 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.69 | -0.20 |
Correlation
The correlation between FYMIX and GWPAX is 0.94, 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
FYMIX vs. GWPAX - Dividend Comparison
FYMIX's dividend yield for the trailing twelve months is around 3.73%, less than GWPAX's 6.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FYMIX Fidelity Sustainable Multi-Asset Fund | 3.73% | 3.69% | 1.84% | 1.78% | 1.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GWPAX American Funds Growth Portfolio Class A | 6.02% | 5.75% | 5.83% | 1.61% | 9.94% | 3.42% | 3.42% | 5.77% | 6.19% | 3.39% | 4.36% | 4.84% |
Drawdowns
FYMIX vs. GWPAX - Drawdown Comparison
The maximum FYMIX drawdown since its inception was -22.70%, smaller than the maximum GWPAX drawdown of -34.15%. Use the drawdown chart below to compare losses from any high point for FYMIX and GWPAX.
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Drawdown Indicators
| FYMIX | GWPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.70% | -34.15% | +11.45% |
Max Drawdown (1Y)Largest decline over 1 year | -8.80% | -11.78% | +2.98% |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.15% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.15% | — |
Current DrawdownCurrent decline from peak | -5.65% | -7.74% | +2.09% |
Average DrawdownAverage peak-to-trough decline | -5.83% | -5.77% | -0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.23% | 2.96% | -0.73% |
Volatility
FYMIX vs. GWPAX - Volatility Comparison
The current volatility for Fidelity Sustainable Multi-Asset Fund (FYMIX) is 5.39%, while American Funds Growth Portfolio Class A (GWPAX) has a volatility of 6.56%. This indicates that FYMIX 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
| FYMIX | GWPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.39% | 6.56% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 8.44% | 11.34% | -2.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.41% | 18.91% | -5.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.72% | 18.17% | -5.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.72% | 17.95% | -5.23% |