GWPAX vs. AMECX
Compare and contrast key facts about American Funds Growth Portfolio Class A (GWPAX) and American Funds The Income Fund of America Class A (AMECX).
GWPAX is managed by American Funds. It was launched on May 18, 2012. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
GWPAX vs. AMECX - Performance Comparison
Loading graphics...
GWPAX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWPAX American Funds Growth Portfolio Class A | -5.63% | 20.47% | 20.17% | 28.76% | -26.97% | 18.59% | 25.34% | 27.19% | -6.59% | 25.12% |
AMECX American Funds The Income Fund of America Class A | 2.83% | 17.77% | 10.84% | 6.79% | -6.40% | 17.37% | 4.49% | 18.50% | -5.27% | 12.58% |
Returns By Period
In the year-to-date period, GWPAX achieves a -5.63% return, which is significantly lower than AMECX's 2.83% return. Over the past 10 years, GWPAX has outperformed AMECX with an annualized return of 11.87%, while AMECX has yielded a comparatively lower 8.35% annualized return.
GWPAX
- 1D
- 3.37%
- 1M
- -6.92%
- YTD
- -5.63%
- 6M
- -3.30%
- 1Y
- 19.12%
- 3Y*
- 17.31%
- 5Y*
- 7.65%
- 10Y*
- 11.87%
AMECX
- 1D
- 1.33%
- 1M
- -4.18%
- YTD
- 2.83%
- 6M
- 5.30%
- 1Y
- 15.39%
- 3Y*
- 12.45%
- 5Y*
- 8.08%
- 10Y*
- 8.35%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GWPAX vs. AMECX - Expense Ratio Comparison
GWPAX has a 0.73% expense ratio, which is higher than AMECX's 0.56% expense ratio.
Return for Risk
GWPAX vs. AMECX — Risk / Return Rank
GWPAX
AMECX
GWPAX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class A (GWPAX) and American Funds The Income Fund of America Class A (AMECX). 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.
| GWPAX | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.65 | -0.60 |
Sortino ratioReturn per unit of downside risk | 1.60 | 2.27 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.34 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.97 | -0.32 |
Martin ratioReturn relative to average drawdown | 6.68 | 9.13 | -2.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| GWPAX | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.65 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.86 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.79 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.72 | -0.04 |
Correlation
The correlation between GWPAX and AMECX is 0.84, 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
GWPAX vs. AMECX - Dividend Comparison
GWPAX's dividend yield for the trailing twelve months is around 6.09%, less than AMECX's 9.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPAX American Funds Growth Portfolio Class A | 6.09% | 5.75% | 5.83% | 1.61% | 9.94% | 3.42% | 3.42% | 5.77% | 6.19% | 3.39% | 4.36% | 4.84% |
AMECX American Funds The Income Fund of America Class A | 9.73% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
Drawdowns
GWPAX vs. AMECX - Drawdown Comparison
The maximum GWPAX drawdown since its inception was -34.15%, smaller than the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for GWPAX and AMECX.
Loading graphics...
Drawdown Indicators
| GWPAX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.15% | -41.92% | +7.77% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -8.19% | -3.59% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -15.78% | -18.37% |
Max Drawdown (10Y)Largest decline over 10 years | -34.15% | -26.13% | -8.02% |
Current DrawdownCurrent decline from peak | -8.81% | -4.48% | -4.33% |
Average DrawdownAverage peak-to-trough decline | -5.77% | -4.46% | -1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 1.77% | +1.14% |
Volatility
GWPAX vs. AMECX - Volatility Comparison
American Funds Growth Portfolio Class A (GWPAX) has a higher volatility of 6.61% compared to American Funds The Income Fund of America Class A (AMECX) at 3.35%. This indicates that GWPAX's price experiences larger fluctuations and is considered to be riskier than AMECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| GWPAX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 3.35% | +3.26% |
Volatility (6M)Calculated over the trailing 6-month period | 11.28% | 5.64% | +5.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.89% | 9.54% | +9.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.17% | 9.45% | +8.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 10.67% | +7.28% |