Correlation
The correlation between GGBZX 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.
GGBZX vs. GWPAX
Compare and contrast key facts about GuideStone Funds Aggressive Allocation Fund (GGBZX) and American Funds Growth Portfolio Class A (GWPAX).
GGBZX is managed by GuideStone Funds. It was launched on Aug 26, 2001. GWPAX is managed by American Funds. It was launched on May 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GGBZX or GWPAX.
Performance
GGBZX vs. GWPAX - Performance Comparison
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Key characteristics
GGBZX:
0.75
GWPAX:
0.72
GGBZX:
1.03
GWPAX:
0.99
GGBZX:
1.15
GWPAX:
1.14
GGBZX:
0.70
GWPAX:
0.65
GGBZX:
2.99
GWPAX:
2.44
GGBZX:
3.78%
GWPAX:
5.14%
GGBZX:
17.12%
GWPAX:
20.19%
GGBZX:
-57.67%
GWPAX:
-34.15%
GGBZX:
-0.59%
GWPAX:
-2.01%
Returns By Period
In the year-to-date period, GGBZX achieves a 5.45% return, which is significantly higher than GWPAX's 3.50% return. Over the past 10 years, GGBZX has underperformed GWPAX with an annualized return of 8.23%, while GWPAX has yielded a comparatively higher 10.13% annualized return.
GGBZX
5.45%
5.53%
2.19%
12.00%
11.62%
11.75%
8.23%
GWPAX
3.50%
6.83%
1.22%
13.88%
14.07%
12.49%
10.13%
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GGBZX vs. GWPAX - Expense Ratio Comparison
GGBZX has a 0.39% expense ratio, which is lower than GWPAX's 0.73% expense ratio.
Risk-Adjusted Performance
GGBZX vs. GWPAX — Risk-Adjusted Performance Rank
GGBZX
GWPAX
GGBZX vs. GWPAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds Aggressive Allocation Fund (GGBZX) 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.
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Dividends
GGBZX vs. GWPAX - Dividend Comparison
GGBZX's dividend yield for the trailing twelve months is around 3.20%, less than GWPAX's 5.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GGBZX GuideStone Funds Aggressive Allocation Fund | 3.20% | 3.37% | 3.50% | 13.17% | 7.72% | 6.01% | 12.14% | 3.94% | 7.18% | 9.55% | 27.06% | 9.00% |
GWPAX American Funds Growth Portfolio Class A | 5.64% | 5.83% | 1.61% | 9.93% | 3.42% | 3.42% | 5.78% | 6.19% | 3.38% | 4.36% | 4.83% | 3.18% |
Drawdowns
GGBZX vs. GWPAX - Drawdown Comparison
The maximum GGBZX drawdown since its inception was -57.67%, which is greater than GWPAX's maximum drawdown of -34.15%. Use the drawdown chart below to compare losses from any high point for GGBZX and GWPAX.
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Volatility
GGBZX vs. GWPAX - Volatility Comparison
The current volatility for GuideStone Funds Aggressive Allocation Fund (GGBZX) is 3.73%, while American Funds Growth Portfolio Class A (GWPAX) has a volatility of 4.80%. This indicates that GGBZX 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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