GAIOX vs. AMCPX
Compare and contrast key facts about American Funds Growth and Income Portfolio (GAIOX) and American Funds AMCAP Fund Class A (AMCPX).
GAIOX is managed by American Funds. It was launched on May 18, 2012. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
GAIOX vs. AMCPX - Performance Comparison
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GAIOX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GAIOX American Funds Growth and Income Portfolio | -4.74% | 17.92% | 14.54% | 18.77% | -15.88% | 16.31% | 16.35% | 21.90% | -5.91% | 19.13% |
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
Returns By Period
In the year-to-date period, GAIOX achieves a -4.74% return, which is significantly higher than AMCPX's -11.82% return. Over the past 10 years, GAIOX has underperformed AMCPX with an annualized return of 9.66%, while AMCPX has yielded a comparatively higher 10.59% annualized return.
GAIOX
- 1D
- -0.20%
- 1M
- -7.99%
- YTD
- -4.74%
- 6M
- -2.22%
- 1Y
- 13.39%
- 3Y*
- 13.37%
- 5Y*
- 7.53%
- 10Y*
- 9.66%
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
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GAIOX vs. AMCPX - Expense Ratio Comparison
GAIOX has a 0.66% expense ratio, which is higher than AMCPX's 0.65% expense ratio.
Return for Risk
GAIOX vs. AMCPX — Risk / Return Rank
GAIOX
AMCPX
GAIOX vs. AMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth and Income Portfolio (GAIOX) and American Funds AMCAP Fund Class A (AMCPX). 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.
| GAIOX | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.56 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.59 | 0.94 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.13 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 0.59 | +0.78 |
Martin ratioReturn relative to average drawdown | 6.01 | 2.42 | +3.59 |
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
| GAIOX | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.56 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.33 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.57 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.57 | +0.22 |
Correlation
The correlation between GAIOX and AMCPX 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
GAIOX vs. AMCPX - Dividend Comparison
GAIOX's dividend yield for the trailing twelve months is around 5.77%, less than AMCPX's 9.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAIOX American Funds Growth and Income Portfolio | 5.77% | 5.50% | 4.81% | 2.81% | 6.45% | 5.13% | 4.00% | 5.51% | 6.10% | 3.45% | 4.39% | 4.60% |
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
GAIOX vs. AMCPX - Drawdown Comparison
The maximum GAIOX drawdown since its inception was -26.55%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for GAIOX and AMCPX.
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Drawdown Indicators
| GAIOX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.55% | -62.37% | +35.82% |
Max Drawdown (1Y)Largest decline over 1 year | -8.83% | -14.18% | +5.35% |
Max Drawdown (5Y)Largest decline over 5 years | -23.11% | -36.90% | +13.79% |
Max Drawdown (10Y)Largest decline over 10 years | -26.55% | -36.90% | +10.35% |
Current DrawdownCurrent decline from peak | -8.32% | -14.18% | +5.86% |
Average DrawdownAverage peak-to-trough decline | -3.47% | -9.60% | +6.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 3.47% | -1.46% |
Volatility
GAIOX vs. AMCPX - Volatility Comparison
The current volatility for American Funds Growth and Income Portfolio (GAIOX) is 3.98%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 5.26%. This indicates that GAIOX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GAIOX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 5.26% | -1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 7.59% | 11.06% | -3.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.66% | 19.60% | -6.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.49% | 19.12% | -6.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.12% | 18.63% | -5.51% |