GWPCX vs. AMECX
Compare and contrast key facts about American Funds Growth Portfolio Class C (GWPCX) and American Funds The Income Fund of America Class A (AMECX).
GWPCX 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
GWPCX vs. AMECX - Performance Comparison
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GWPCX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWPCX American Funds Growth Portfolio Class C | -5.80% | 19.58% | 19.26% | 27.77% | -27.51% | 17.70% | 24.46% | 26.74% | -7.31% | 24.19% |
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, GWPCX achieves a -5.80% return, which is significantly lower than AMECX's 2.83% return. Over the past 10 years, GWPCX has outperformed AMECX with an annualized return of 11.07%, while AMECX has yielded a comparatively lower 8.35% annualized return.
GWPCX
- 1D
- 3.38%
- 1M
- -6.95%
- YTD
- -5.80%
- 6M
- -3.65%
- 1Y
- 18.27%
- 3Y*
- 16.43%
- 5Y*
- 6.86%
- 10Y*
- 11.07%
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%
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GWPCX vs. AMECX - Expense Ratio Comparison
GWPCX has a 1.49% expense ratio, which is higher than AMECX's 0.56% expense ratio.
Return for Risk
GWPCX vs. AMECX — Risk / Return Rank
GWPCX
AMECX
GWPCX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class C (GWPCX) 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.
| GWPCX | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.65 | -0.65 |
Sortino ratioReturn per unit of downside risk | 1.54 | 2.27 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.34 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.97 | -0.40 |
Martin ratioReturn relative to average drawdown | 6.32 | 9.13 | -2.81 |
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
| GWPCX | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.65 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.86 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.79 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.72 | -0.09 |
Correlation
The correlation between GWPCX 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
GWPCX vs. AMECX - Dividend Comparison
GWPCX's dividend yield for the trailing twelve months is around 5.98%, less than AMECX's 9.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPCX American Funds Growth Portfolio Class C | 5.98% | 5.63% | 5.59% | 0.96% | 9.93% | 3.48% | 3.04% | 5.54% | 5.45% | 2.73% | 3.67% | 4.25% |
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
GWPCX vs. AMECX - Drawdown Comparison
The maximum GWPCX drawdown since its inception was -34.59%, smaller than the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for GWPCX and AMECX.
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Drawdown Indicators
| GWPCX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -41.92% | +7.33% |
Max Drawdown (1Y)Largest decline over 1 year | -11.88% | -8.19% | -3.69% |
Max Drawdown (5Y)Largest decline over 5 years | -34.59% | -15.78% | -18.81% |
Max Drawdown (10Y)Largest decline over 10 years | -34.59% | -26.13% | -8.46% |
Current DrawdownCurrent decline from peak | -8.90% | -4.48% | -4.42% |
Average DrawdownAverage peak-to-trough decline | -6.03% | -4.46% | -1.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 1.77% | +1.17% |
Volatility
GWPCX vs. AMECX - Volatility Comparison
American Funds Growth Portfolio Class C (GWPCX) has a higher volatility of 6.58% compared to American Funds The Income Fund of America Class A (AMECX) at 3.35%. This indicates that GWPCX'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.
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Volatility by Period
| GWPCX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 3.35% | +3.23% |
Volatility (6M)Calculated over the trailing 6-month period | 11.25% | 5.64% | +5.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.84% | 9.54% | +9.30% |
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 | 17.96% | 10.67% | +7.29% |