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 managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GWPCX or FXAIX.
Correlation
The correlation between GWPCX and FXAIX is 0.94, 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.
Performance
GWPCX vs. FXAIX - Performance Comparison
Key characteristics
GWPCX:
0.74
FXAIX:
1.75
GWPCX:
1.02
FXAIX:
2.36
GWPCX:
1.15
FXAIX:
1.32
GWPCX:
0.59
FXAIX:
2.66
GWPCX:
3.34
FXAIX:
11.02
GWPCX:
3.42%
FXAIX:
2.04%
GWPCX:
15.46%
FXAIX:
12.89%
GWPCX:
-39.29%
FXAIX:
-33.79%
GWPCX:
-9.38%
FXAIX:
-2.12%
Returns By Period
In the year-to-date period, GWPCX achieves a 2.63% return, which is significantly higher than FXAIX's 2.42% return. Over the past 10 years, GWPCX has underperformed FXAIX with an annualized return of 5.06%, while FXAIX has yielded a comparatively higher 12.86% annualized return.
GWPCX
2.63%
-1.77%
0.48%
9.17%
5.28%
5.06%
FXAIX
2.42%
-1.08%
7.43%
19.81%
14.30%
12.86%
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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.
Risk-Adjusted Performance
GWPCX vs. FXAIX — Risk-Adjusted Performance Rank
GWPCX
FXAIX
GWPCX vs. FXAIX - Risk-Adjusted Performance 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.
Dividends
GWPCX vs. FXAIX - Dividend Comparison
GWPCX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPCX American Funds Growth Portfolio Class C | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% | 0.53% | 0.19% | 0.01% | 0.27% | 0.10% | 2.77% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
GWPCX vs. FXAIX - Drawdown Comparison
The maximum GWPCX drawdown since its inception was -39.29%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for GWPCX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
GWPCX vs. FXAIX - Volatility Comparison
American Funds Growth Portfolio Class C (GWPCX) has a higher volatility of 3.96% compared to Fidelity 500 Index Fund (FXAIX) at 3.43%. 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.