GWPAX vs. FXAIX

In the year-to-date period, GWPAX achieves a 3.78% return, which is significantly higher than FXAIX's 1.50% return. Over the past 10 years, GWPAX has underperformed FXAIX with an annualized return of 10.18%, while FXAIX has yielded a comparatively higher 12.71% annualized return.

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GWPAX has a 0.73% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class A (GWPAX) and Fidelity 500 Index Fund (FXAIX). 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.

The current GWPAX Sharpe Ratio is 0.63, which is comparable to the FXAIX Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of GWPAX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GWPAX's dividend yield for the trailing twelve months is around 5.62%, more than FXAIX's 1.55% yield.

The maximum GWPAX drawdown since its inception was -34.15%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for GWPAX and FXAIX.

American Funds Growth Portfolio Class A (GWPAX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 4.71% and 4.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.