GABGX vs. DGRW
Compare and contrast key facts about Gabelli Growth Fund (GABGX) and WisdomTree U.S. Dividend Growth Fund (DGRW).
GABGX is managed by Gabelli. It was launched on Apr 10, 1987. DGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Growth Index. It was launched on May 22, 2013.
Performance
GABGX vs. DGRW - Performance Comparison
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GABGX vs. DGRW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GABGX Gabelli Growth Fund | -9.99% | 18.67% | 35.38% | 45.39% | -39.04% | 22.48% | 39.11% | 34.19% | 1.89% | 29.51% |
DGRW WisdomTree U.S. Dividend Growth Fund | -1.22% | 12.17% | 16.98% | 18.66% | -6.33% | 24.46% | 13.87% | 29.54% | -5.38% | 26.90% |
Returns By Period
In the year-to-date period, GABGX achieves a -9.99% return, which is significantly lower than DGRW's -1.22% return. Over the past 10 years, GABGX has outperformed DGRW with an annualized return of 14.74%, while DGRW has yielded a comparatively lower 13.07% annualized return.
GABGX
- 1D
- 3.93%
- 1M
- -5.97%
- YTD
- -9.99%
- 6M
- -9.53%
- 1Y
- 15.68%
- 3Y*
- 22.09%
- 5Y*
- 9.45%
- 10Y*
- 14.74%
DGRW
- 1D
- 0.28%
- 1M
- -5.15%
- YTD
- -1.22%
- 6M
- -0.48%
- 1Y
- 11.58%
- 3Y*
- 14.04%
- 5Y*
- 10.87%
- 10Y*
- 13.07%
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GABGX vs. DGRW - Expense Ratio Comparison
GABGX has a 1.34% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Return for Risk
GABGX vs. DGRW — Risk / Return Rank
GABGX
DGRW
GABGX vs. DGRW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gabelli Growth Fund (GABGX) and WisdomTree U.S. Dividend Growth Fund (DGRW). 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.
| GABGX | DGRW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.75 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.19 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.05 | -0.23 |
Martin ratioReturn relative to average drawdown | 2.93 | 4.75 | -1.82 |
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
| GABGX | DGRW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.75 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.78 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.81 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.81 | -0.28 |
Correlation
The correlation between GABGX and DGRW is 0.81, 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
GABGX vs. DGRW - Dividend Comparison
GABGX's dividend yield for the trailing twelve months is around 6.09%, more than DGRW's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GABGX Gabelli Growth Fund | 6.09% | 5.49% | 6.27% | 1.66% | 0.00% | 5.03% | 7.02% | 11.48% | 5.66% | 6.28% | 5.17% | 8.19% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.43% | 1.43% | 1.55% | 1.74% | 2.15% | 1.78% | 1.93% | 2.20% | 2.42% | 1.71% | 2.13% | 2.18% |
Drawdowns
GABGX vs. DGRW - Drawdown Comparison
The maximum GABGX drawdown since its inception was -66.39%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for GABGX and DGRW.
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Drawdown Indicators
| GABGX | DGRW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.39% | -32.04% | -34.35% |
Max Drawdown (1Y)Largest decline over 1 year | -16.53% | -11.30% | -5.23% |
Max Drawdown (5Y)Largest decline over 5 years | -42.36% | -17.27% | -25.09% |
Max Drawdown (10Y)Largest decline over 10 years | -42.36% | -32.04% | -10.32% |
Current DrawdownCurrent decline from peak | -13.25% | -5.69% | -7.56% |
Average DrawdownAverage peak-to-trough decline | -16.75% | -3.04% | -13.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.63% | 2.51% | +2.12% |
Volatility
GABGX vs. DGRW - Volatility Comparison
Gabelli Growth Fund (GABGX) has a higher volatility of 7.02% compared to WisdomTree U.S. Dividend Growth Fund (DGRW) at 4.64%. This indicates that GABGX's price experiences larger fluctuations and is considered to be riskier than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GABGX | DGRW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.02% | 4.64% | +2.38% |
Volatility (6M)Calculated over the trailing 6-month period | 12.13% | 7.73% | +4.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.53% | 15.41% | +6.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.50% | 13.98% | +9.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.46% | 16.21% | +6.25% |