GWPAX vs. EPGAX
Compare and contrast key facts about American Funds Growth Portfolio Class A (GWPAX) and Fidelity Advisor Equity Growth Fund Class A (EPGAX).
GWPAX is managed by American Funds. It was launched on May 18, 2012. EPGAX is managed by Fidelity. It was launched on Sep 3, 1996.
Performance
GWPAX vs. EPGAX - Performance Comparison
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GWPAX vs. EPGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWPAX American Funds Growth Portfolio Class A | -4.53% | 20.47% | 20.17% | 28.76% | -26.97% | 18.59% | 25.34% | 27.19% | -6.59% | 25.12% |
EPGAX Fidelity Advisor Equity Growth Fund Class A | -5.44% | 14.27% | 15.57% | 35.25% | -24.67% | 22.66% | 43.38% | 33.69% | -0.04% | 34.83% |
Returns By Period
In the year-to-date period, GWPAX achieves a -4.53% return, which is significantly higher than EPGAX's -5.44% return. Over the past 10 years, GWPAX has underperformed EPGAX with an annualized return of 12.00%, while EPGAX has yielded a comparatively higher 15.41% annualized return.
GWPAX
- 1D
- 1.17%
- 1M
- -4.03%
- YTD
- -4.53%
- 6M
- -2.52%
- 1Y
- 19.48%
- 3Y*
- 17.76%
- 5Y*
- 7.90%
- 10Y*
- 12.00%
EPGAX
- 1D
- 4.33%
- 1M
- -5.36%
- YTD
- -5.44%
- 6M
- -4.99%
- 1Y
- 17.13%
- 3Y*
- 15.34%
- 5Y*
- 8.31%
- 10Y*
- 15.41%
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GWPAX vs. EPGAX - Expense Ratio Comparison
GWPAX has a 0.73% expense ratio, which is lower than EPGAX's 0.97% expense ratio.
Return for Risk
GWPAX vs. EPGAX — Risk / Return Rank
GWPAX
EPGAX
GWPAX vs. EPGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class A (GWPAX) and Fidelity Advisor Equity Growth Fund Class A (EPGAX). 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 | EPGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.82 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.65 | 1.30 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.18 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 1.38 | +0.42 |
Martin ratioReturn relative to average drawdown | 7.18 | 4.84 | +2.34 |
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
| GWPAX | EPGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.82 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.40 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.74 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.49 | +0.20 |
Correlation
The correlation between GWPAX and EPGAX is 0.93, 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. EPGAX - Dividend Comparison
GWPAX's dividend yield for the trailing twelve months is around 6.02%, more than EPGAX's 0.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPAX American Funds Growth Portfolio Class A | 6.02% | 5.75% | 5.83% | 1.61% | 9.94% | 3.42% | 3.42% | 5.77% | 6.19% | 3.39% | 4.36% | 4.84% |
EPGAX Fidelity Advisor Equity Growth Fund Class A | 0.66% | 0.62% | 0.00% | 0.56% | 2.26% | 12.86% | 12.06% | 9.56% | 7.10% | 12.35% | 6.39% | 2.37% |
Drawdowns
GWPAX vs. EPGAX - Drawdown Comparison
The maximum GWPAX drawdown since its inception was -34.15%, smaller than the maximum EPGAX drawdown of -63.20%. Use the drawdown chart below to compare losses from any high point for GWPAX and EPGAX.
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Drawdown Indicators
| GWPAX | EPGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.15% | -63.20% | +29.05% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -12.80% | +1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -30.60% | -3.55% |
Max Drawdown (10Y)Largest decline over 10 years | -34.15% | -31.17% | -2.98% |
Current DrawdownCurrent decline from peak | -7.74% | -8.89% | +1.15% |
Average DrawdownAverage peak-to-trough decline | -5.77% | -16.32% | +10.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 3.66% | -0.70% |
Volatility
GWPAX vs. EPGAX - Volatility Comparison
The current volatility for American Funds Growth Portfolio Class A (GWPAX) is 6.56%, while Fidelity Advisor Equity Growth Fund Class A (EPGAX) has a volatility of 7.81%. This indicates that GWPAX experiences smaller price fluctuations and is considered to be less risky than EPGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GWPAX | EPGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.56% | 7.81% | -1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 11.34% | 13.35% | -2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.91% | 21.88% | -2.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.17% | 20.75% | -2.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 20.77% | -2.82% |