GFACX vs. GQEPX
Compare and contrast key facts about American Funds The Growth Fund of America Fund Class C (GFACX) and GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX).
GFACX is a passively managed fund by American Funds that tracks the performance of the S&P 500. It was launched on Mar 15, 2001. GQEPX is managed by GQG Partners Inc. It was launched on Sep 28, 2018.
Performance
GFACX vs. GQEPX - Performance Comparison
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GFACX vs. GQEPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
GFACX American Funds The Growth Fund of America Fund Class C | -8.23% | 18.80% | 27.01% | 36.20% | -31.28% | 18.41% | 36.84% | 27.20% | -14.25% |
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 9.54% | -4.52% | 28.99% | 17.39% | -2.81% | 19.90% | 23.65% | 27.21% | -7.67% |
Returns By Period
In the year-to-date period, GFACX achieves a -8.23% return, which is significantly lower than GQEPX's 9.54% return.
GFACX
- 1D
- 3.55%
- 1M
- -6.40%
- YTD
- -8.23%
- 6M
- -7.53%
- 1Y
- 15.93%
- 3Y*
- 19.33%
- 5Y*
- 8.12%
- 10Y*
- 13.45%
GQEPX
- 1D
- -0.23%
- 1M
- -1.88%
- YTD
- 9.54%
- 6M
- 8.01%
- 1Y
- 5.34%
- 3Y*
- 17.73%
- 5Y*
- 12.35%
- 10Y*
- —
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GFACX vs. GQEPX - Expense Ratio Comparison
GFACX has a 1.35% expense ratio, which is higher than GQEPX's 0.59% expense ratio.
Return for Risk
GFACX vs. GQEPX — Risk / Return Rank
GFACX
GQEPX
GFACX vs. GQEPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Fund Class C (GFACX) and GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX). 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.
| GFACX | GQEPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.43 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.28 | 0.66 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.09 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 0.74 | +0.44 |
Martin ratioReturn relative to average drawdown | 4.48 | 1.86 | +2.61 |
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
| GFACX | GQEPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.43 | +0.36 |
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 | 0.69 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.75 | -0.27 |
Correlation
The correlation between GFACX and GQEPX is 0.74, 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
GFACX vs. GQEPX - Dividend Comparison
GFACX's dividend yield for the trailing twelve months is around 13.54%, more than GQEPX's 6.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GFACX American Funds The Growth Fund of America Fund Class C | 13.54% | 12.43% | 10.01% | 7.82% | 4.22% | 9.11% | 4.48% | 7.03% | 12.28% | 7.04% | 6.43% | 8.73% |
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 6.37% | 6.98% | 5.30% | 0.44% | 4.46% | 1.49% | 0.61% | 0.63% | 0.09% | 0.00% | 0.00% | 0.00% |
Drawdowns
GFACX vs. GQEPX - Drawdown Comparison
The maximum GFACX drawdown since its inception was -52.39%, which is greater than GQEPX's maximum drawdown of -28.45%. Use the drawdown chart below to compare losses from any high point for GFACX and GQEPX.
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Drawdown Indicators
| GFACX | GQEPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.39% | -28.45% | -23.94% |
Max Drawdown (1Y)Largest decline over 1 year | -13.90% | -8.34% | -5.56% |
Max Drawdown (5Y)Largest decline over 5 years | -36.81% | -20.49% | -16.32% |
Max Drawdown (10Y)Largest decline over 10 years | -36.81% | — | — |
Current DrawdownCurrent decline from peak | -10.84% | -6.50% | -4.34% |
Average DrawdownAverage peak-to-trough decline | -9.20% | -5.75% | -3.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 3.49% | +0.19% |
Volatility
GFACX vs. GQEPX - Volatility Comparison
American Funds The Growth Fund of America Fund Class C (GFACX) has a higher volatility of 6.76% compared to GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) at 2.77%. This indicates that GFACX's price experiences larger fluctuations and is considered to be riskier than GQEPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GFACX | GQEPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.76% | 2.77% | +3.99% |
Volatility (6M)Calculated over the trailing 6-month period | 12.14% | 7.29% | +4.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.02% | 12.41% | +8.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.22% | 15.87% | +4.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.64% | 18.85% | +0.79% |