GWPCX vs. FXAIX
Compare and contrast key facts about American Funds Growth Portfolio Class C (GWPCX) and Fidelity 500 Index Fund (FXAIX).
GWPCX is managed by American Funds. It was launched on May 18, 2012. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
GWPCX vs. FXAIX - Performance Comparison
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GWPCX vs. FXAIX - 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% |
FXAIX Fidelity 500 Index Fund | -4.34% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, GWPCX achieves a -5.80% return, which is significantly lower than FXAIX's -4.34% return. Over the past 10 years, GWPCX has underperformed FXAIX with an annualized return of 11.07%, while FXAIX has yielded a comparatively higher 14.08% 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%
FXAIX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.32%
- 3Y*
- 18.30%
- 5Y*
- 11.79%
- 10Y*
- 14.08%
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GWPCX vs. FXAIX - Expense Ratio Comparison
GWPCX has a 1.49% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
GWPCX vs. FXAIX — Risk / Return Rank
GWPCX
FXAIX
GWPCX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class C (GWPCX) 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.
| GWPCX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.97 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.49 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.52 | +0.04 |
Martin ratioReturn relative to average drawdown | 6.32 | 7.30 | -0.97 |
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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.97 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.70 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.78 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.76 | -0.13 |
Correlation
The correlation between GWPCX and FXAIX is 0.95, 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. FXAIX - Dividend Comparison
GWPCX's dividend yield for the trailing twelve months is around 5.98%, more than FXAIX's 1.16% 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% |
FXAIX Fidelity 500 Index Fund | 1.16% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
GWPCX vs. FXAIX - Drawdown Comparison
The maximum GWPCX drawdown since its inception was -34.59%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for GWPCX and FXAIX.
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Drawdown Indicators
| GWPCX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -33.79% | -0.80% |
Max Drawdown (1Y)Largest decline over 1 year | -11.88% | -12.13% | +0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -34.59% | -24.50% | -10.09% |
Max Drawdown (10Y)Largest decline over 10 years | -34.59% | -33.79% | -0.80% |
Current DrawdownCurrent decline from peak | -8.90% | -6.23% | -2.67% |
Average DrawdownAverage peak-to-trough decline | -6.03% | -3.83% | -2.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 2.53% | +0.41% |
Volatility
GWPCX vs. FXAIX - Volatility Comparison
American Funds Growth Portfolio Class C (GWPCX) has a higher volatility of 6.58% compared to Fidelity 500 Index Fund (FXAIX) at 5.34%. This indicates that GWPCX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GWPCX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 5.34% | +1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 11.25% | 9.53% | +1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.84% | 18.32% | +0.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.17% | 16.92% | +1.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.96% | 18.05% | -0.09% |