GWPAX vs. MSFT
Compare and contrast key facts about American Funds Growth Portfolio Class A (GWPAX) and Microsoft Corporation (MSFT).
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: GWPAX or MSFT.
Correlation
The correlation between GWPAX and MSFT is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
GWPAX vs. MSFT - Performance Comparison
Key characteristics
GWPAX:
1.07
MSFT:
0.43
GWPAX:
1.42
MSFT:
0.69
GWPAX:
1.21
MSFT:
1.09
GWPAX:
0.83
MSFT:
0.57
GWPAX:
5.42
MSFT:
1.22
GWPAX:
3.04%
MSFT:
7.16%
GWPAX:
15.48%
MSFT:
20.58%
GWPAX:
-38.55%
MSFT:
-69.39%
GWPAX:
-6.36%
MSFT:
-6.70%
Returns By Period
The year-to-date returns for both investments are quite close, with GWPAX having a 3.07% return and MSFT slightly higher at 3.10%. Over the past 10 years, GWPAX has underperformed MSFT with an annualized return of 6.53%, while MSFT has yielded a comparatively higher 28.86% annualized return.
GWPAX
3.07%
1.51%
4.97%
15.99%
6.73%
6.53%
MSFT
3.10%
0.94%
2.22%
8.39%
22.11%
28.86%
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Risk-Adjusted Performance
GWPAX vs. MSFT — Risk-Adjusted Performance Rank
GWPAX
MSFT
GWPAX vs. MSFT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class A (GWPAX) and Microsoft Corporation (MSFT). 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.
Dividends
GWPAX vs. MSFT - Dividend Comparison
GWPAX's dividend yield for the trailing twelve months is around 0.46%, less than MSFT's 0.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPAX American Funds Growth Portfolio Class A | 0.46% | 0.47% | 0.70% | 0.35% | 0.03% | 0.44% | 0.84% | 1.00% | 0.70% | 1.01% | 0.73% | 3.99% |
MSFT Microsoft Corporation | 0.71% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
Drawdowns
GWPAX vs. MSFT - Drawdown Comparison
The maximum GWPAX drawdown since its inception was -38.55%, smaller than the maximum MSFT drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for GWPAX and MSFT. For additional features, visit the drawdowns tool.
Volatility
GWPAX vs. MSFT - Volatility Comparison
American Funds Growth Portfolio Class A (GWPAX) has a higher volatility of 7.51% compared to Microsoft Corporation (MSFT) at 6.67%. This indicates that GWPAX's price experiences larger fluctuations and is considered to be riskier than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.