GWPCX vs. MDFGX
Compare and contrast key facts about American Funds Growth Portfolio Class C (GWPCX) and BlackRock Capital Appreciation Fund (MDFGX).
GWPCX is managed by American Funds. It was launched on May 18, 2012. MDFGX is managed by Blackrock. It was launched on Dec 31, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GWPCX or MDFGX.
Correlation
The correlation between GWPCX and MDFGX is 0.90, 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. MDFGX - Performance Comparison
Key characteristics
GWPCX:
1.01
MDFGX:
0.53
GWPCX:
1.35
MDFGX:
0.81
GWPCX:
1.20
MDFGX:
1.11
GWPCX:
0.80
MDFGX:
0.49
GWPCX:
4.62
MDFGX:
1.45
GWPCX:
3.35%
MDFGX:
7.98%
GWPCX:
15.36%
MDFGX:
21.96%
GWPCX:
-39.29%
MDFGX:
-61.50%
GWPCX:
-6.91%
MDFGX:
-9.23%
Returns By Period
In the year-to-date period, GWPCX achieves a 5.42% return, which is significantly higher than MDFGX's 4.11% return. Over the past 10 years, GWPCX has outperformed MDFGX with an annualized return of 5.36%, while MDFGX has yielded a comparatively lower 4.38% annualized return.
GWPCX
5.42%
2.84%
3.84%
13.63%
5.52%
5.36%
MDFGX
4.11%
2.36%
6.44%
10.50%
4.65%
4.38%
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GWPCX vs. MDFGX - Expense Ratio Comparison
GWPCX has a 1.49% expense ratio, which is higher than MDFGX's 0.97% expense ratio.
Risk-Adjusted Performance
GWPCX vs. MDFGX — Risk-Adjusted Performance Rank
GWPCX
MDFGX
GWPCX vs. MDFGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class C (GWPCX) and BlackRock Capital Appreciation Fund (MDFGX). 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. MDFGX - Dividend Comparison
Neither GWPCX nor MDFGX has paid dividends to shareholders.
| 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% |
MDFGX BlackRock Capital Appreciation Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GWPCX vs. MDFGX - Drawdown Comparison
The maximum GWPCX drawdown since its inception was -39.29%, smaller than the maximum MDFGX drawdown of -61.50%. Use the drawdown chart below to compare losses from any high point for GWPCX and MDFGX. For additional features, visit the drawdowns tool.
Volatility
GWPCX vs. MDFGX - Volatility Comparison
The current volatility for American Funds Growth Portfolio Class C (GWPCX) is 3.66%, while BlackRock Capital Appreciation Fund (MDFGX) has a volatility of 6.29%. This indicates that GWPCX experiences smaller price fluctuations and is considered to be less risky than MDFGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.