GWPCX vs. MRFOX
Compare and contrast key facts about American Funds Growth Portfolio Class C (GWPCX) and Marshfield Concentrated Opportunity Fund (MRFOX).
GWPCX is managed by American Funds. It was launched on May 18, 2012. MRFOX is managed by Marshfield. It was launched on Dec 29, 2015.
Performance
GWPCX vs. MRFOX - Performance Comparison
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GWPCX vs. MRFOX - 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% |
MRFOX Marshfield Concentrated Opportunity Fund | -2.97% | 10.05% | 17.10% | 17.68% | 5.06% | 17.71% | 15.19% | 36.26% | 1.89% | 25.92% |
Returns By Period
In the year-to-date period, GWPCX achieves a -5.80% return, which is significantly lower than MRFOX's -2.97% return. Over the past 10 years, GWPCX has underperformed MRFOX with an annualized return of 11.07%, while MRFOX has yielded a comparatively higher 15.31% 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%
MRFOX
- 1D
- 1.16%
- 1M
- -4.29%
- YTD
- -2.97%
- 6M
- -3.36%
- 1Y
- 3.66%
- 3Y*
- 12.79%
- 5Y*
- 10.99%
- 10Y*
- 15.31%
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GWPCX vs. MRFOX - Expense Ratio Comparison
GWPCX has a 1.49% expense ratio, which is higher than MRFOX's 1.05% expense ratio.
Return for Risk
GWPCX vs. MRFOX — Risk / Return Rank
GWPCX
MRFOX
GWPCX vs. MRFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class C (GWPCX) and Marshfield Concentrated Opportunity Fund (MRFOX). 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 | MRFOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.33 | +0.68 |
Sortino ratioReturn per unit of downside risk | 1.54 | 0.57 | +0.97 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.07 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 0.68 | +0.88 |
Martin ratioReturn relative to average drawdown | 6.32 | 1.75 | +4.57 |
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 | MRFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.33 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.92 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 1.07 | -0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 1.06 | -0.43 |
Correlation
The correlation between GWPCX and MRFOX is 0.73, 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. MRFOX - Dividend Comparison
GWPCX's dividend yield for the trailing twelve months is around 5.98%, more than MRFOX's 1.67% 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% |
MRFOX Marshfield Concentrated Opportunity Fund | 1.67% | 1.62% | 4.59% | 0.46% | 0.35% | 6.78% | 2.68% | 1.39% | 1.94% | 2.06% | 0.60% | 0.00% |
Drawdowns
GWPCX vs. MRFOX - Drawdown Comparison
The maximum GWPCX drawdown since its inception was -34.59%, which is greater than MRFOX's maximum drawdown of -29.10%. Use the drawdown chart below to compare losses from any high point for GWPCX and MRFOX.
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Drawdown Indicators
| GWPCX | MRFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -29.10% | -5.49% |
Max Drawdown (1Y)Largest decline over 1 year | -11.88% | -7.09% | -4.79% |
Max Drawdown (5Y)Largest decline over 5 years | -34.59% | -12.98% | -21.61% |
Max Drawdown (10Y)Largest decline over 10 years | -34.59% | -29.10% | -5.49% |
Current DrawdownCurrent decline from peak | -8.90% | -5.32% | -3.58% |
Average DrawdownAverage peak-to-trough decline | -6.03% | -2.37% | -3.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 2.77% | +0.17% |
Volatility
GWPCX vs. MRFOX - Volatility Comparison
American Funds Growth Portfolio Class C (GWPCX) has a higher volatility of 6.58% compared to Marshfield Concentrated Opportunity Fund (MRFOX) at 3.04%. This indicates that GWPCX's price experiences larger fluctuations and is considered to be riskier than MRFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GWPCX | MRFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 3.04% | +3.54% |
Volatility (6M)Calculated over the trailing 6-month period | 11.25% | 7.08% | +4.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.84% | 11.83% | +7.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.17% | 12.04% | +6.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.96% | 14.29% | +3.67% |