GWPCX vs. RYGRX
GWPCX (American Funds Growth Portfolio Class C) and RYGRX (Rydex S&P 500 Pure Growth Fund) are both Large Cap Growth Equities funds. Over the past 10 years, GWPCX returned 12.08%/yr vs 11.85%/yr for RYGRX. Their correlation of 0.91 means they have usually moved in the same direction. GWPCX charges 1.49%/yr vs 2.26%/yr for RYGRX.
Performance
GWPCX vs. RYGRX - Performance Comparison
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Returns By Period
In the year-to-date period, GWPCX achieves a 7.97% return, which is significantly lower than RYGRX's 18.71% return. Both investments have delivered pretty close results over the past 10 years, with GWPCX having a 12.08% annualized return and RYGRX not far behind at 11.85%.
GWPCX
- 1D
- 1.02%
- 1M
- -1.68%
- 6M
- 5.53%
- YTD
- 7.97%
- 1Y
- 17.88%
- 3Y*
- 17.56%
- 5Y*
- 8.34%
- 10Y*
- 12.08%
- ALL TIME*
- 11.42%
RYGRX
- 1D
- 0.12%
- 1M
- -6.60%
- 6M
- 11.91%
- YTD
- 18.71%
- 1Y
- 19.55%
- 3Y*
- 18.91%
- 5Y*
- 6.14%
- 10Y*
- 11.85%
- ALL TIME*
- 9.17%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
GWPCX vs. RYGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWPCX American Funds Growth Portfolio Class C | 7.97% | 19.58% | 19.26% | 27.77% | -27.51% | 17.70% | 24.46% | 26.74% | -7.31% | 24.19% |
RYGRX Rydex S&P 500 Pure Growth Fund | 18.71% | 11.00% | 25.73% | 5.80% | -28.71% | 26.61% | 26.34% | 34.13% | -6.28% | 23.74% |
Correlation
The correlation between GWPCX and RYGRX is 0.87, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.87 |
Correlation (3Y) Balances recent behavior with more history. | 0.89 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.91 |
The correlation between GWPCX and RYGRX has been stable across timeframes, ranging from 0.87 to 0.91 - a consistent structural relationship.
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Return for Risk
GWPCX vs. RYGRX — Risk / Return Rank
GWPCX
RYGRX
GWPCX vs. RYGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class C (GWPCX) and Rydex S&P 500 Pure Growth Fund (RYGRX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GWPCX | RYGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.33 | ||
| Sortino ratioReturn per unit of downside risk | +0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.14 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.02 | +0.34 |
| Martin ratioReturn relative to average drawdown | 5.63 | 4.21 | +1.42 |
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Drawdowns
GWPCX vs. RYGRX - Drawdown Comparison
The maximum GWPCX drawdown since its inception was -34.59%, smaller than the maximum RYGRX drawdown of -54.22%. Use the drawdown chart below to compare losses from any high point for GWPCX and RYGRX.
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Drawdown Indicators
| GWPCX | RYGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -54.22% | +19.63% |
Max Drawdown (1Y)Largest decline over 1 year | -11.88% | -17.01% | +5.13% |
Max Drawdown (3Y)Largest decline over 3 years | -19.49% | -24.95% | +5.46% |
Max Drawdown (5Y)Largest decline over 5 years | -34.59% | -36.57% | +1.98% |
Max Drawdown (10Y)Largest decline over 10 years | -34.59% | -36.63% | +2.04% |
Current DrawdownCurrent decline from peak | -2.93% | -12.54% | +9.61% |
Average DrawdownAverage peak-to-trough decline | -5.92% | -9.38% | +3.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 4.13% | -1.25% |
Volatility
GWPCX vs. RYGRX - Volatility Comparison
The current volatility for American Funds Growth Portfolio Class C (GWPCX) is 4.71%, while Rydex S&P 500 Pure Growth Fund (RYGRX) has a volatility of 10.64%. This indicates that GWPCX experiences smaller price fluctuations and is considered to be less risky than RYGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GWPCX | RYGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 10.64% | -5.93% |
Volatility (6M)Calculated over the trailing 6-month period | 12.93% | 22.15% | -9.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.79% | 24.87% | -9.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.47% | 24.46% | -5.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.05% | 23.34% | -5.29% |
GWPCX vs. RYGRX - Expense Ratio Comparison
GWPCX has a 1.49% expense ratio, which is lower than RYGRX's 2.26% expense ratio.
Dividends
GWPCX vs. RYGRX - Dividend Comparison
GWPCX's dividend yield for the trailing twelve months is around 5.22%, more than RYGRX's 4.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPCX American Funds Growth Portfolio Class C | 5.22% | 5.63% | 5.59% | 0.96% | 9.93% | 3.48% | 3.04% | 5.54% | 5.45% | 2.73% | 3.67% | 4.25% |
RYGRX Rydex S&P 500 Pure Growth Fund | 4.29% | 5.09% | 0.00% | 0.00% | 0.00% | 2.81% | 4.43% | 12.10% | 7.15% | 6.26% | 0.05% | 2.96% |
Frequently Asked Questions
GWPCX and RYGRX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RYGRX has higher volatility (10.64%) compared to GWPCX (4.71%). In terms of maximum drawdown, GWPCX dropped -34.59% vs RYGRX's -54.22%.
GWPCX currently has the higher Sharpe Ratio (1.03 vs 0.70), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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